Is there any way how to check what happened with test emails?
I'm wondering because I have a strange situation when for one template I successfully receive message while for another I don't. And my intention is to somehow check whether test email was actually sent or it wasn't due to, in particular, some internal errors in template (I imported the template as a html code, maybe there are some invalid tags that doesn't allow to create message properly)
Unfortunately, there is currently no way to check if a test email has been sent. We have created a task to review this logic and improve it in the next releases.
I need an advice is there any solution (in Creatio itself or as third-party toolin Marketplace) for the following:
We have several regional marketing teams working in one instance. And while visibility of Contact records is bounded to regional contacts for each team, we have the one total amount of marketing contact licences for all teams. Can we split that total number of licences somehow between teams? It would help to balance the licences consumption, if one regional team will consume all licences allocated to it, other licences will remain available for other regional teams.
If there aren't any ready-made solutions, how can one achive that goal in the shortest way with help of custom development?
It is impossible to make any customization in the marketing active contacts licenses mechanism. Any subject regarding the licenses should be directly discussed with the Creatio side.
I want to display Contact List in a dropdown. The Contacts should be dynamically filtered based on the Account selected in another dropdown on the same page, As Shown in below Image.
Requirement: When the user selects a particular Account, the Contact dropdown should update to display only the Contacts associated with that Account. Both fields Account and Contact are linked to Custom object in Creatio.
Questions: 1. How can I dynamically filter the Contacts dropdown based on the selected Account? 2. Are there specific methods or best practices in Creatio Freedom UI for implementing such a dependency?
2) Another option: create a dropdown on the page where macro source is selected. Then create a filtering business rule that will filter values in the parameter based on the added dropdown value.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application.
2) Another option: create a dropdown on the page where macro source is selected. Then create a filtering business rule that will filter values in the parameter based on the added dropdown value.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application.
The question regarding campaings running context: when a particular user starts a campaign, will it be executed in his|her role (rights) context, or it will be executed in the context of a some kind of system account (with full set of rights)?
I'm interesting in could the following situation appear: user had set up filter for the campaign audience, but after starting of the campaign more contacts were added in it (even those who are unavailable for the user) due to extended rights of an account in which context the campaign was started.
In Creatio, campaigns are executed with the same permissions and access rights as the user who started them. This means that only the contacts the user has access to will be included in the campaign. The situation you described, where more contacts are added to the campaign audience, should not occur.
We faced with situation when a user having access to all contact records can include all of them into one campaign (with no intention but due to mistake in a filter). Does Creatio have any capability to limit number of participants in one campaign? Because such mistakes can lead to unplanned licenses spending.
Of course some time it could be done by correction in visibility of Contact records, but are there any alternative ways? May be some kind of approvals in cases when numebr of contacts strats to exceed some values, or maybe it could be done with some system's configurations?
There is no built-in functionality in Creatio to limit the number of participants within a single campaign. However, as a workaround, you can consider the approach described in this article: Configure restriction of the number of emails for sending.
While this article primarily addresses restricting the number of emails sent, it can be adapted to monitor the size of the audience and prevent unintended large-scale campaigns.
We understand the importance of preventing unplanned license usage and minimizing human error. As such, we have forwarded your request to the R&D team for further consideration. They will evaluate the possibility of introducing functionality to limit campaign participants or implement approval workflows in future releases.
Hi All, I am trying to put in a phone number in email template and I want to make it "Click to Call". I tried hyperlinking the phone number text and selected phone number as shown in screenshot below. But I test this email, it takes me to tracking URL in the browser instead of giving me an option to call. How can I resolve this issue? Thanks
We have just received question from client if they can create email template in Creatio for Marketing purposes and if they can lock/secure the content of the email with password or design it in the way that it can't be forwarded.
They are interested in simple solution. Thank you in advance.
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.
I created and tested campaigns in lower environment and migrated them to upper environment. I have been able to map campaign record and flow in upper environment; but when I trigger the campaign in upper enviorment, it is not picking up the audience at all. To check if it's a campaign filter issue, I removed all the filters so that campaign picks up the entire contact list; but the problem still persisted. What can be done to resolve this issue? Thanks for your help!
We have consulted with our R&D team and due to the fact that the process of campaign transfer is technically very complex and involves many interdependent elements, the recommended procedure is to create campaigns directly on the production environment. At the moment, the system does not support the full transfer of campaigns between two sites.
We have already submitted a request to our R&D team and they are reviewing the possibility of introducing improvements to the logic of transferring campaigns in future versions of Creatio.
I have a task for updating EventTarget status and some other fields triggered by event in external system via integration. And I'm looking for the simplest way how to do that. Is is possible to update data with help of posting json request to GeneratedObjectWebFormService.svc/SaveWebFormObjectData? Or is there any other not very complicated way how one can do that?
Easiest way is to use Creatio's webhooks. Look up webhooks in the Academy. They only do inserts, not updates, but you can create an object that is where the webhook for your case gets added, then have that trigger a process that locates and updates the needed record (and then deletes the webhook created record)
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?
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.
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.
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?
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.
