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!
 

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.

Best regards, 
Anton

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)

Hello,

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

1. 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").
2. 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.
3. 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?

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. 

Thank you. I shall follow up with support.

Hello, 

Currently, we are supporting .NET 6 SDK.
Required Windows components for Creatio NET Framework.

Please install this component and try compiling the website.

Regards,
Orkhan

Hello!

In the current version of the system, macros cannot be added from objects that are not linked to a contact or to bulk emails in the template. The object must be connected to a contact for the macros to be available. 

We created a request to our development department for further implementation in the next versions of the system. 

Hello,

Please describe in detail how exactly this was implemented and provide screenshots of this button's settings.

Mira Dmitruk,

I used the 'Refresh data' action to trigger the 'crt.LoadDataRequest' and control the visibility of elements to switch between views (Calender and List).

#Code Logic in Handler

handlers: /**SCHEMA_HANDLERS*/[{
    request: "crt.LoadDataRequest",
    handler: async (request, next) => {

// Check if the data source name is "ListOrCalenderView"
if (request.dataSourceName === "ListOrCalenderView") {

   // Retrieve the current view mode (Calendar or List)
   const IsCalenderView = await request.$context.IsCalenderView;

   // If the current view is not Calendar (i.e., it's List View)
   if (IsCalenderView === false) {
       // Set the Button caption to "List View"
       request.$context.ListOrCalenderView_caption = "List View";
       request.$context.IsCalenderView = true;
 // Set the ListView flag to false since we are now in Calendar view
       request.$context.IsListView = false;

   } else {
  // If the current view is Calendar, switch to List View
  request.$context.ListOrCalenderView_caption = "Calender View";   request.$context.IsCalenderView = false;
  request.$context.IsListView = true;

 }

}

Regards,

Ajay K
 

Mira Dmitruk,

Do you have any alternative solutions besides switching between List and Calendar views?

Hi Puneet!

Unfortunately, currently, there is no option to modify these dashboards. 

We have created an idea for our R&D team to implement this functionality in future releases.

Have a great day!

Hello,

Unfortunately, at the time, such filtration is not possible through out-of-the-box means.

We will inform our development team about such an idea so that it might be developed in the future.

Thank you for being an active part of the Creatio community!