campaign | Community Creatio

Question

12:05 Nov 15, 2024

I have a campaign node that sends an email which then connects to two outcomes. The transition lines have a short delay and then one has "email clicked" ticked and one has "email opened".

I am finding that my audience will go down the path of email clicked if they click on the link, but anyone who just opens the email without clicking remains participating in the email stage and does not progress down the "email opened" path.

My question is, is there a default delay in determining if a user did not click a link? For instance, will the campaign wait for a day before assuming that user is not going to click and move them down the path? Or do I need to refine my criteria?

4 comments

Best reply

Hanna Skalko

19:37 Nov 25, 2024

Hello,

To address your question about the default delay and the behaviour of the campaign:

Default Delay:
- There is no fixed default delay for determining if a user did not click a link. The campaign will wait for the specified delay you set in the transition lines before evaluating the conditions (e.g., "email clicked" or "email opened").
Transition Configuration:
- Ensure that the transition lines are correctly configured with the appropriate conditions and delays. The "email opened" condition should be set to trigger after the specified delay if the email is opened but no link is clicked.
Handling Non-Clickers:
- To handle users who open the email but do not click any links, you can set a delay on the "email opened" transition line. This delay will give users time to click a link if they intend to. After the delay, the campaign will check if the email was opened and move users down the "email opened" path if no link was clicked.

Hanna Skalko

19:37 Nov 25, 2024

Hello,

To address your question about the default delay and the behaviour of the campaign:

Default Delay:
- There is no fixed default delay for determining if a user did not click a link. The campaign will wait for the specified delay you set in the transition lines before evaluating the conditions (e.g., "email clicked" or "email opened").
Transition Configuration:
- Ensure that the transition lines are correctly configured with the appropriate conditions and delays. The "email opened" condition should be set to trigger after the specified delay if the email is opened but no link is clicked.
Handling Non-Clickers:
- To handle users who open the email but do not click any links, you can set a delay on the "email opened" transition line. This delay will give users time to click a link if they intend to. After the delay, the campaign will check if the email was opened and move users down the "email opened" path if no link was clicked.

Curtis Fee

20:47 Nov 25, 2024

Thank you for this description. From the sound of it, my campaign is set up correctly, much as described. I am finding that the timing is not always following the process as laid out.

For instance, a node has an email send, then a line which uses a delay of 1 day to determine if a user clicks and a second line with a 2 day delay to determine if the user opens but doesn't click. Often the user will remain in the email node of the campaign step indefinitely, showing them as receiving the email but not moving on. This is confirmed in tests where I can confirm the email is opened and not clicked. Also happens if the delay is the same for either line.

Because this is not always repeatable, I am assuming that this has more to do with how the email servers process the email and feedback the information. I wonder if there is anything to learn there about how to deal with that element. Am I seeing a bug, or do I need to learn about some aspect of the system?

Hanna Skalko

18:55 Nov 26, 2024

Curtis Fee,

The behaviour you describe doesn't seem typical. Unfortunately, without investigating the examples, it is hard to tell if this is a campaign setup issue or a bug/customization error.

You could submit the support ticket, so the Creatio employees will be able to study the case thoroughly and provide more comprehensive answer.

Curtis Fee

08:46 Nov 27, 2024

Thank you. I shall follow up with support.

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Question

Transferring campaigns from lower environment to upper environment

Puneet Mehta

18:29 Sep 04, 2024

Hi Team,

I tried transferring campaign flows (Type=Marketing campaign files) from dev environment to pre-prod in a package. I am able to see the updated objects; but I don't see the campaigns in the campaign section. Is there anything I am missing?

Thanks

1 comments

Malika

11:07 Sep 05, 2024

Hello,

Please note that when migrating packages between environments, the version of the sites must be the same, otherwise, you may not be able to migrate functionality or the packages may not be installed successfully.

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Question

Import of campaign participants

Robert Pordes

18:45 Sep 20, 2021

Hi community!

Our customer wants to import campaigns with participants of an old system to keep that data as history.

I managed to import the campaigns (see Can't import campaigns | Community Creatio), but I can't import the participants.

The import tells me that the field 'current step' is mandatory. Is there any way to work around this or a fixed value that I can use? My problem is that the old campaigns do not have a single step, because they just act like an empty container and the participation should be used as criteria for building marketing segments in the future.

Thanks and BR,

Robert

2 comments

Best reply

Max

12:04 Sep 21, 2021

Hello Robert,

If possible, I would suggest filling the field of CampaignParticipant table

1) The following script will add one empty CampaignItem record (which is current step) for each campaign:

Insert into "CampaignItem" ("CampaignId") (select "Id" from "Campaign")

2) Then you can set the name for all those records if you want:

update "CampaignItem" set "Name" = 'test' where "Name" = ''

3) The next script will set the CampaignItemId (if it is null) of the CampaignParticipant to any that is available in the corresponding campaign (There will always be at least one since in the first script we added one for each):

update "CampaignParticipant" set "CampaignItemId" = (select "Id" from "CampaignItem" where "CampaignItem"."CampaignId" = "CampaignParticipant"."CampaignId" limit 1) where "CampaignItemId" is null

That last script will only modify the participants who do not already have current step specified.

If you know that there are campaign items for each campaign then you can skip the first and second scripts.

Hope it helps!

Best regards,

Max,

Max

12:04 Sep 21, 2021

Hello Robert,

If possible, I would suggest filling the field of CampaignParticipant table

1) The following script will add one empty CampaignItem record (which is current step) for each campaign:

Insert into "CampaignItem" ("CampaignId") (select "Id" from "Campaign")

2) Then you can set the name for all those records if you want:

update "CampaignItem" set "Name" = 'test' where "Name" = ''

update "CampaignParticipant" set "CampaignItemId" = (select "Id" from "CampaignItem" where "CampaignItem"."CampaignId" = "CampaignParticipant"."CampaignId" limit 1) where "CampaignItemId" is null

That last script will only modify the participants who do not already have current step specified.

If you know that there are campaign items for each campaign then you can skip the first and second scripts.

Hope it helps!

Best regards,

Max,

Robert Pordes

17:25 Sep 21, 2021

Max,

Hi Max,

thanks, that worked like a charm! I executed scripts 1 and 2 and then imported the participants with reference to the newly created step (I have deleted the participant table before to have a fresh start).

Many thanks and best regards,

Robert

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Question

Can't import campaigns

Robert Pordes

16:31 Sep 17, 2021

Hi Community!

I tried to import into the campaign table, but it doesn't work as expected.

I can see them in the campaign list, but when I open one of the imported records, the page is messed up (see screenshot 2021-09-17 15_31_03-Window.png).

The dev tools show errors as seen in screenshot Console Errors.png

I imported the following columns:

Name
Status (as finished)
Startmode (manual)
Endmode (manual)
Owner

The import log showed the following error on every row, but the records were created none-the-less:

Row 51: Error reading JObject from JsonReader. Path '', line 0, position 0.

Any thoughts on what went wrong and how to import campaigns properly? Am I missing some fields? Do I have to create other records in related tables?

Thanks,

Robert

File attachments

2021-09-17 15_31_03-Window.png

Console Errors.png

5 comments

Best reply

Robert Pordes

11:59 Sep 19, 2021

So I got this working...kind of.

In the table CampaignType, the following two records are stored:

235273BB-91CB-47FC-8A34-01F0002E38D4 Campaign

389EB587-52D4-4AB6-B4AD-E7E2F0D62EAC Campaign (old)

The problem is that imported campaigns will default to the wrong TypeId (type "Campaign (old)").

However, the Type lookup cannot be selected during the import, so I fixed it by updating the imported records directly via SQL with this simple script:

update Campaign
set TypeId = '235273BB-91CB-47FC-8A34-01F0002E38D4'
where TypeId &lt;&gt; '235273BB-91CB-47FC-8A34-01F0002E38D4'

Hope this helps someone and I also hope Creatio fixed this issue!

BR,

Robert

Max

18:32 Sep 17, 2021

Hello Robert,

You can try fixing the campaign schema object bindings by running the following script:

update SysModuleEntity

set TypeColumnUId = '876C6749-2C05-4861-856E-EFD51B847904'

where SysEntitySchemaUId = '1F9BB71A-EB9C-4220-A40E-9B623EACFEC8'

Hope it helps!

Best regards,

Max.

Robert Pordes

20:41 Sep 17, 2021

Max,

Hi Max,

thanks for the hint! Could you elaborate a little bit on what this script does? It's a production system so I don't want to risk too much ;)

Thanks,

Robert

Max

21:50 Sep 17, 2021

Robert Pordes,

It will set the type for the campaigns section and should not affect the system in any negative way.

Best regards,

Max.

Robert Pordes

02:28 Sep 18, 2021

Max,

it was already set...any other tips?

Btw, manually created campaigns can be opened normally.

BR,

Robert

Robert Pordes

11:59 Sep 19, 2021

So I got this working...kind of.

In the table CampaignType, the following two records are stored:

235273BB-91CB-47FC-8A34-01F0002E38D4 Campaign

389EB587-52D4-4AB6-B4AD-E7E2F0D62EAC Campaign (old)

The problem is that imported campaigns will default to the wrong TypeId (type "Campaign (old)").

However, the Type lookup cannot be selected during the import, so I fixed it by updating the imported records directly via SQL with this simple script:

update Campaign
set TypeId = '235273BB-91CB-47FC-8A34-01F0002E38D4'
where TypeId &lt;&gt; '235273BB-91CB-47FC-8A34-01F0002E38D4'

Hope this helps someone and I also hope Creatio fixed this issue!

BR,

Robert

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Question

Move an element from a package to another

Jonathan Quendoz

09:57 Sep 13, 2021

Hi community,

I must move the marketing campaigns from one package to another. The versions of my customer's CRM is the 7.17.0 and they don't have this "move to another package" option, released after the 7.17.0 update.

I tried to "Export" the element and then reimport it in the apposite package but it doesn't work because it imports it in the same package even if I select the new package and I change the current package in the system settings.

How can I achieve this without doing the update to the newest release ? I can't do it right now for a customer's point of view but I need to export some marketing campaigns from the current package to the custom package.

I'm almost sure that there is a command from the clio console but how can I find which element is the marketing campaign I want to move in my packages. Should I move only one element or are there other elements directly related to this marketing campaign ? Could you help me to try to find this out ?

Thanks a lot !

7.18.3

7.17.0

1 comments

Roman Rak

17:40 Sep 15, 2021

Dear Jonathan,

As for now, there is no such OOTB functionality that will allow transferring marketing campaigns from one instance to another fully due to the way campaign elements are connected. You can try to bind them to the package but we cannot guarantee that campaign will work after transfer so we do not recommend doing it.

This is happening due to the fact that each system generates its own ID values for communication between campaign elements. So during migration to a new system, due to the uniqueness of these links for each campaign, conflicts arise due to which the campaign functionality can start working not properly after the migration (like in cases when the campaign contains additional elements). On another hand, after transferring the campaign schema, you can perform correct data binding using SQL scripts. However, this is very detailed work, so the best option would be to re-create the campaign scheme in a new environment.

Our R&D team responsible for this functionality is already working on implementing this functionality in future releases. I will forward your case to the team in order to increase the importance of this functionality.

Best regards,

Roman

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