I want to know How can I move or transfer bulk emails to one site to another along with its design.
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Hello,
To transfer bulk email templates from one Creatio site to another, please follow these steps:
1. Add the relevant email templates to a custom package:
- Bind the required templates to the package in the configuration section.
- Ensure all columns are included in the data binding (including multilingual content and images, if applicable by binding EmailTemplateLang and SysImage data).
2. Export the package with data:
- Use the package export functionality, making sure to select the option to include data.
3. Install the exported package on your target environment:
- Import the package via the "Installed applications" section and confirm that data is installed.
This process reliably transfers bulk email templates between Creatio environments. If you encounter any specific errors during this migration or need further clarification about package/data binding, please provide details so we can assist you further.
I am working on moving marketing data between environments. I have bound records from the BulkEmail object to a package.
The Issue: After installing the package in the target environment, the BulkEmail records are created successfully and are visible in the list. However, when I open the record, the Template Body is completely empty.
What I’ve done so far:
- I selected the records in the "Data" tab of the Configuration.
- I included the template body and all column in the binding.
- I used the "Installation" type for the data binding.
Despite this, the actual HTML content/designer layout is not appearing.
Nick Ovchynnik,
I am working on moving marketing data between environments. I have bound records from the BulkEmail object to a package.
The Issue: After installing the package in the target environment, the BulkEmail records are created successfully and are visible in the list. However, when I open the record, the Template Body is completely empty.
What I’ve done so far:
- I selected the records in the "Data" tab of the Configuration.
- I included the template body and all column in the binding.
- I used the "Installation" type for the data binding.
Despite this, the actual HTML content/designer layout is not appearing.
Monisha Chhablani,
To successfully transfer the Bulk Email from one environment to another, ensure the following tables are transferred (data items):
BulkEmail
DCTemplate
DCReplica
BulkEmailHyperlink
BulkEmailReplicaHeaders
BfEmailTemplate