Hello,
 

Unfortunately, no OOTB functionality allows locking or securing the content of an email. However, we suggest the following alternatives that could address your requirements:
 

Dynamic Content Rules:
You can configure dynamic content rules within Email Designer. These rules allow you to define conditions for displaying specific blocks of content to different recipient segments. While this does not directly secure the content, it provides controlled visibility based on set criteria.
 

Link with Validation:
Another option is to send a link within the email that redirects recipients to a secure content page. You can add a password validation mechanism on that page to restrict access to the content.
 

Additionally, we have created a task for our R&D team to evaluate this functionality and consider adding a feature for securing email content in future releases. Your request to prioritize this task has been linked to this task.

Best regards,
Antonii.

Hi Antonii,

Thank you for the answer and providing possible alternative solutions.

Best regards,

Jelena

Hello Mitch,

Hope you're doing well.

Please check the next Community posts, they should help to perform your business task if I understood it correctly:

1. https://community.creatio.com/questions/hide-fields-lookup-filter — example on how to hide some of the fields in the filter lookup;
2. https://community.creatio.com/questions/how-filter-filter — the way to filter the filtration field;
3. https://community.creatio.com/questions/default-filter-section — it explains how to set default filtering conditions in the Account section by the Category field.

Best regards,

Roman

Roman Rak,

Thanks Roman, however these articles all have to do with hiding columns of an object. I don't want to hide the name column, I simply want to hide records in this lookup I mentioned above. Do you have any other ideas? If I delete these records, is there any concern about restoring them in the future if we decide we want to use the records I've deleted?

Roman Rak,

 Nevermind, I believe I figured it out. I updated the object permissions for this object, BulkEmailResponse to allow manage by records access. Then I ran an SQL query in the SQL query concole add-on to pull from the table SysBulkEmailResponseRight and update the RightLevel column from 1 to 0 for the records I want to hide.

Hello Nicolas, 

The marketing campaigns require the following licenses:

1. Marketing campaign licenses (“marketing creatio”). These licenses enable the functions of the Creatio Marketing sections: [Email], [Campaigns], [Events], etc. 
2. Active marketing contact licenses ("marketing creatio 1000 active contacts"). The licenses are used for creating records in the [Email], [Campaigns], and [Events] sections. 

If the user does not have one of those licenses, errors may occur during the following operation:

• saving or sending emails;
• editing email templates in the Content Designer;
• advancing a campaign to the [Marketing email] step;
• certain operations in the [Events] and [Campaigns] sections might be disabled.

More detailed information about marketing licenses can be found in the Marketing campaign and active contact licenses Academy article. 

Best regards, 

Olga. 

Hello Olga,
It's a pity that we can not import into Creatio our emailing statistics if we send our emailing with another provider.