Question

Simulate Email Mail Merge

Hi all,

We are moving to a SMTP solution for emails in Creatio with .NET; is there any way to access the functionality that is mail merging email sends?

For instance, when we send an email we have a bunch of process parameters, what code is responsible for filling this and where would I access / re-use it?

 

Any help or guidance appreciated,

 

Thanks!

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Hi Tyler,

If what you're after is the ability to use email templates and merge in the fields, there is a user task you can use in a process do to this (assuming you're doing it from a process). Add a user task and select "Handle template for email with macros". Here's a sample of one I am using:

 

After the user task runs, you'll find the complete HTML body with merged fields in the Body parameter. You can use this to add as the Body of a .NET MailMessage etc.

 

Ryan

Hi Tyler,

If what you're after is the ability to use email templates and merge in the fields, there is a user task you can use in a process do to this (assuming you're doing it from a process). Add a user task and select "Handle template for email with macros". Here's a sample of one I am using:

 

After the user task runs, you'll find the complete HTML body with merged fields in the Body parameter. You can use this to add as the Body of a .NET MailMessage etc.

 

Ryan

Ryan Farley,

Amazing! Thank you

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