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,
Hi,
I’m using the "Handle Template for Email with Macros" user task, but the output still contains the original template with macros untouched. The macros are not being replaced with actual values, and the Body parameter is returning the same template content.
Can you help me understand why the macro fields are not being filled in?
Thanks