Currently, if I set a campaign with emails, it excludes weekends. Is there a setting where I can exclude this blackout period? I want to be able to include weekends for campaigns.
By default, campaigns in Creatio do not have a built-in restriction on running over weekends — they execute based on the Default campaign execution frequency setting (e.g., every X minutes or hours). However, if you're noticing that emails aren’t being sent during weekends, a few things could be affecting this:
-Trigger emails used in campaigns may have a configured delivery window that excludes weekends. It's worth checking their delivery settings.
-If your environment is hosted in the cloud, there's a chance the issue is related to site inactivity. When there is no user activity (which can be typical over weekends), the site may go into sleep mode to conserve resources — and that can prevent campaigns from executing.
If you're still experiencing this behavior, we recommend submitting a support case with remote access enabled.
I'm wondering if Creatio stores somewhere a specific link which bulk email participant has clicked on? I see the general response Clicked but can't find the specific url has been clicked.
Hi All, I am trying to create a simple business process to add a new record in my custom object (EMAIL KPI) as soon as a record is inserted in BulkEmailTarget (Response in Email) object. I have used signal (record added) in BulkEmailTarget (Response in Email) to create such a business process; but the process is not triggered when a new record is added to the BulkEmailTarget object. What am I missing here?Thank you
We have reviewed your request and identified the root cause of the issue: the records in the BulkEmailTarget table are being added bypassing the entity layer, which means the associated business process is not triggered.
At this point, we recommend reconsidering your business requirement and the way it is currently being implemented.
I am encountering issues with setting my sender domain for adding my corporate domain to the bulk email settings page. For some reason it is saying that the domain exists in another sub account. I did not do this setup before in this Creatio instance, so I am unsure why I am getting this issue.
Any help would be greatly appreciated. I attached an image of the error for your reference.
If the error message is not visible from the image, I am pasting it here:
There was an error while adding domain: Unable to set sender domain: [Domain]. Message: This domain is associated with another Sub-Account (" [Sub Account ID] ") and cannot be added to this Sub-Account. If you need this domain to be associated with more than one Sub-Account you need to remove it from the Sub-Account and add it to the main Account. Main Account domains are always available to all Sub-Accounts.
I'm trying to identify the ObjectName (schema name) and the RecordId of a form page that is currently open in Creatio (Freedom UI), using the context data available (as shown in the attachment). Is there a recommended way to retrieve this information through code or the browser console?
What’s the best way to access this data from within the button click handler?
This is possible, but only from the context of the page itself. I am not sure if it's possible from a sidebar to know anything about the current page loaded elsewhere, maybe with a request handler in a remote module where you can specify the scopes?
As for getting this info within the context of the page, to get the primary data source, you can use:
With the data source name, you can get the schema for the datasource which will give you the entity/object name, the Id column attribute, and also the primary display value attribute using the following (note, this gets the attribute names, not the values):
This sort of thing works great if you have a custom base page type that could be used for many different pages/objects.
Also, as a FYI, not sure how this is going to change after 8.2.3 since 8.2.3 has a beta feature (not enabled out of the box) that allows a page to have multiple connected data sources. That might break some of this.
I have similar requirement but with remote module..
I am developing a custom button with the remote module. I created and deployed the component using the clio tool. When I click on the button, I want to get the object context where this button is placed.
For example: if the button is used in the Contact form page then I want to access contact record details(Ex: email, name, type, record id etc..) in the click handler.
If the button is used in the Account form page then I want to access account record details(Ex: name, owner, primary contact, record id etc..) in the click handler.
Is there any way how to modify only one record with help of "Modify" campaign's element?
For example, I've executed a campaign for event participants and want to change Response column if a participant clicked on a link in received email. But I want to change only a participant of the current event, not all. How can I arrange that?
To modify a single record using the "Modify" campaign element, you can follow these steps:
Set Up a Condition: Before the "Modify" element, use a condition to filter the participants based on specific criteria. In your case, you can set up a condition to check if the participant clicked on the link in the received email.
Use the "Modify" Element: Once the condition is met, you can use the "Modify" element to update the Response column for that specific participant. Ensure that the condition is specific enough to target only the participant of the current event.
FYI Modify data element updates all objects connected to this contact. In your situation, when you update a lead, all the leads associated with the corresponding contact are updated. More information about the element Modify data can be found in this article.
By setting up a precise condition, you can ensure that only the desired participant's record is modified. If you need further assistance with setting up the campaign or conditions, feel free to ask!
To modify a single record using the "Modify" campaign element, you can follow these steps: Set Up a Condition: Before the "Modify" element, use a condition to filter the participants based on specific criteria. In your case, you can set up a condition to check if the participant clicked on the link in the received email. Use the "Modify" Element: Once the condition is met, you can use the "Modify" element to update the Response column for that specific participant. Ensure that the condition is specific enough to target only the participant of the current event. By setting up a precise condition, you can ensure that only the desired participant's record is modified.
thanks a lot for the responses. So, as far as I understood, there is no option to define, what exactly lead should be updated, right? I can define some strict conditions for a campaign participant, whose linked records should be updated, but in any case the system will update _all_ leads linked to this participant (=contact). And there is no option to tell the system to update, for example, only leads from social media (or were created from a particular campaign) and not to update others, right?
There is indeed a way to filter the leads within the campaign flow. As shown in below picture, you can define specific conditions using the “Source” condition (or other filtering criteria) throughout the flow before “Modify Data” element.
For instance, you can set up conditions where the system only updates leads coming from certain sources, like “Facebook” or “LinkedIn,” by selecting the appropriate sources in the filtering options. This will prevent the update of all leads and ensure that only those meeting the specified conditions are modified. The use of filtering conditions allows you to restrict this to only the leads from selected sources or campaigns. You would need to set the conditions as required in the flow setup to make sure only the targeted leads get updated.
I have a lead form with an option of uploading of a file. How can I transfer the uploaded file to a Lead record (or record of another object) in Creatio with help of Creatio API?
Answer not given here, but apparently inserting "manually" the tags in the text in the same format as the custom macros in Classic UI should work. I will test and let everyone here know if it works as a workaround until it is natively added.
The new designer does not yet have the ability to display information with advanced macros as it was in the old designer (first name, etc.).
We are still working on advanced macros implementation in the new email template builder, we believe that this option will be available in the near future.
Please note that the old designer is available for use and you can work with it.
I need to store a snippet of HTML code (e.g., a button or formatted content) into a field of an object (e.g., a text or string field). Later, I want to render this HTML dynamically on a page at runtime.
What’s the best way to store the HTML safely and then render it so that it's interpreted as actual HTML (not plain text) in the UI? Are there any security or encoding considerations I should keep in mind?