Marketing_Creatio | Community Creatio

Question

11:39 Jul 08, 2024

Hi, all mentors,

how to delete a campaign includes the audience contacts? I accidently create a wrong campaign with audience. Is It possilbe to delete it?

Jeffrey.

1 comments

Anton Starikov

17:57 Jul 08, 2024

Hello!

I am afraid the deletion of already sent emails is not possible.

Only "draft" and "planned" ones may be deleted.
Deletion of sent is against our company policies, as they are connected to Active contacts in the licensed amounts.

Thank you for understanding.

Best regards,
Anton

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Question

Marketing_Creatio

7.18

Block the update of main phone/email

Artem Evdokimenko

11:05 Jun 24, 2024

Hi, all!

Is there any known way how to block update of main phone/email fields while adding new phone/email in Contact's communication options?

I mean these fields are updated when one adds new record to comm options with types "phone" or "email" for Contact records and I would like to prevent such behaviour.

Is it possible to do that without writing a code?

3 comments

Mira Dmitruk

18:35 Jun 26, 2024

Hello,

We recommend you to try out this marketplace addon that allows you to manually mark any communication option as primary, which is not overridden by adding new options to the list:

https://marketplace.creatio.com/app/primary-communication-options-creat…

Artem Evdokimenko

15:25 Jun 27, 2024

Mira Dmitruk,

Hello, could you please, clarify, if one installed that add-on, whether that option is available in import also? Or only for Contact form?

Mira Dmitruk

17:52 Jun 27, 2024

Artem Evdokimenko,

Yes, it is possible to mark the emails as primary with this addon when importing from excel, the column is "IsPrimary" and has values "yes" or "no".

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Question

Studio_Creatio

Sales_Creatio

Sales_Creatio_enterprise_edition

Marketing_Creatio

Sales_Creatio_team_edition

8.0

How to Preserve Client Changes During App Updates on Creatio Marketplace?

Ajay

12:22 Jun 13, 2024

Hi Creatio Community,

I hope you're all doing well. I have question with managing app updates and would appreciate your insights.

Scenario: I have developed an app and released version 1.0 on the Creatio Marketplace. Some clients have installed this version and made custom changes to the app.

Now, I am preparing to release version 1.1 with new features and bug fixes. My concern is that when clients update to version 1.1, their custom changes overwritten or not?

1] What are the best practices to ensure client-specific changes are not lost during the update?

2] Are there any tools or features within Creatio that can help manage and merge client customizations with new updates?

Thank you in advance for your assistance and suggestions.

Best Regards,

Ajay Kuthe

1 comments

Eugene Vorobiov

15:44 Jun 17, 2024

Hi Ajay,

Let's look at how the customization process works in general.

When a customer makes any changes to the installed application, your core logic remains unchanged. Instead, the app is extended with a new package where replaced schemas are created, inheriting your core schemas. When you make new changes to the app and customize these core schemas, after delivering a new version to the client, only those core schemas will be updated. The customer's inherited schemas will remain unchanged.

Therefore, custom changes will not be overwritten. However, we recommend supporting backward compatibility to avoid breaking custom changes after delivery.

If you are going through the update process together with the client, we suggest using the delivery process article to build a safe delivery process.

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Question

Jeffrey

10:19 Jun 03, 2024

Hi, all mentors,

I'd like to filter out the contact that has been issued an unsubscribe request in the previous marketing bulk email. Howerver, I've no idea how to use the existing objects to filter in the folder setup page. Please kindly help.

Jeffrey.

4 comments

Best reply

Ryan Farley

18:34 Jun 26, 2024

Jeffrey,

You can filter for contacts that clicked a specific link in a bulk email using the related object "Click through links with email". See details here: https://customerfx.com/article/creating-a-filter-of-contacts-that-clicked-a-specific-link-in-a-creatio-bulk-email/

Ryan

Bogdan

16:02 Jun 03, 2024

Hello,

Please find the example of such a filter on the screenshot below:

Jeffrey

04:47 Jun 24, 2024

Bogdan,

Hi, Thanks for your help, anyway to know which click part in the email content the audience click in the result? Say, if there are two click parts in the edm, One is interested in "A" product, the other is "B" product, how to use filter to know who is the contact interested in "A" product" ?

thanks.

Viktoriia Hrynchuk

17:38 Jun 26, 2024

Hello,

Thank you for your question!

Unfortunately, there is no way to filter and group contacts by clicking on a specific link. However, we have registered a request for the responsible R&D team to implement this feature in future versions of our app.

Ryan Farley

18:34 Jun 26, 2024

Jeffrey,

Ryan

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Question

Upload data file through webhooks integration

Mai

06:47 May 31, 2024

I have a web form created in wordpress using elementor plugin. I would like to upload a file to the via this wordpress form but I can't find documentation for this. Any help would be much appreciated.

2 comments

Anton Starikov

10:32 May 31, 2024

Hi!

We do not currently support file transfers, but we will register a request for a description of the documentation if possible.

If you have any further questions, please send them in response. We will be happy to help.

Thank you for contacting Creatio Support!

Ryan Farley

19:40 Jun 06, 2024

It's not very straight forward, but it is possible. Basically, you'd need to encode the file as a Base64 string, then transfer it as a string value to the webhook. Once received decode the Base64 string back to a file byte array to save as an attachment somewhere.

If this is coming from a web form, you can use Javascript's FileReader to convert the file to a base64 string. See https://stackoverflow.com/questions/36280818/how-to-convert-file-to-base64-in-javascript

Then send the value as a string to the webhook. You could add a process to trigger on record added of your entity. Then decode the string to a byte array. See https://learn.microsoft.com/en-us/dotnet/api/system.convert.frombase64string

Then save the byte array as an attachment on the record. See https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/back-end-development/api-for-file-management/examples/file-management-examples

Ryan

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Question

Not recording stage history in Opportunities

Victoria Armand Ugon

22:08 May 27, 2024

Hi,

We have the Opportunities functionality with custom stages . We tested the transition between the stages and is not recording Stage History in Opportunities, is there somewhere to enable this for the new stages?

1 comments

Nikita Kudin

16:09 May 30, 2024

Hi, Victoria!

Please turn to us via Creatio Support so we can examine the system behavior in further detail.

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Question

Studio_Creatio

FreedomUI

Marketing_Creatio

How to modify quick filter in Timeline.

Abhishek

17:43 Apr 30, 2024

Hi All,
 
I am trying to apply quick filter in the contact section under "All Email" Tab such that is should show all the mails related to the current user 
 
Below is the handler code:
 
	handlers: /**SCHEMA_HANDLERS*/[
	{
		request: "crt.LoadDataRequest",
		handler: async (request, next) => {
	/*if (request.dataSourceName === "ByOwnerQuickFilterInTimeline_ComboBox_List_DS") 
		{
		  const userId = Terrasoft.SysValue.CURRENT_USER.value;
		  console.log(userId);
		  //Create a filter to match the owner field with the current user's ID
			const filter = new sdk.FilterGroup();
			await filter.addExistsFilter("[SysAdminUnit:Contact:Id].Id");
		   //workaround for filters
			const newFilter = Object.assign({}, filter);
			newFilter.items = filter.items;
			request.parameters.push({
						type: "filter",
						value: newFilter
					    });
			console.log("testing");
			request.$context.attributes.ByOwnerQuickFilterInTimeline_Value[0] = [
 					 {
    				checkedState: true,
    				displayValue: "Lori Espinoza",
    				value: "ccb53f93-d5ab-4121-8598-63a8a694eeb"
  					}
					];
 
				console.log("Test");
				return await next?.handle(request);
			}
	}

2 comments

Oleg Drobina

15:42 May 09, 2024

Hello,

Currently there is no tool to set the default filter in the Freedom UI Timeline component, but our R&D team has a task for implementing this functionality in one of the future application releases. Thank you for reporting this to us and helping us in making the app better!

Harvey Adcock

17:36 Jul 11, 2024

Oleg Drobina,

I know this is only a couple of months on, but is there any expectation of this being possible in the near future? A couple of our clients have asked after this, and I was quite surprised it wasn't possible.

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Question

Marketing_Creatio

8.0

"Reply To" parameter in Email Templates

Raoul

08:44 Apr 19, 2024

Hi, is there a way to set a "Reply To' parameter for an Email?

"Senders Email" is configurable via macros in the Header of the Email template.

Need the same capability for "Reply To", so when the Client responds to the Email, it is directed to the person specified in the Reply To parameter (not to the senders email address).

Thanks, Raoul.

1 comments

Alina Yakovlieva

17:11 May 02, 2024

Dear Raoul,

Unfortunately, there is no option to configure the "Reply To" parameter with macros.

I will create an idea for future implementation of this functionality.

Have a nice day!

Alina

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Question

Marketing_Creatio

Studio_Creatio

Fetch Data From Email Body

Abhishek

17:49 Apr 02, 2024

HOW TO GET DATA FROM EMAIL BODY

1 comments

Malika

15:41 Apr 03, 2024

Hello,

All the information you need is stored in the Activity object, Body column. From there you can retrieve the information you require.

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Question

Events

Marketing_Creatio

Enrich events handling with QR codes

Damien Collot

08:20 Mar 29, 2024

Hi community,

has anyone had the experience of connecting Creatio with a QR code tool to handle events, for use cases such as:

add QR code to email confirmation that can be used for different purposes:
- Use QR code at the day of the event to register attendance at the event, but also subtrack at the event
- Use QR code for cross promotions post event

The idea is to enrich the event management part of Creatio to be more complete, useful and interactive with more potential. There's a lot that can be done already with marketing automation, forms and facebookleads/linkedleads, but our clients want to bring the experience to the next level on the day of the event, to be even more digital.

Thanks for anyone pitching in.

Damien

2 comments

Mira Dmitruk

08:48 Mar 29, 2024

Hello,

Thank you for your Idea, we have registered it for our R&D team and such functionality may appear in future releases.

Mohamed Ouederni

03:27 Apr 01, 2024

Hi Damien

I think you can do event tracking using a combination of Creatio anonymous web service and QR Code generation.

You can generate a QR Code image for each attendee using our QR Code Addon (https://marketplace.creatio.com/app/experceo-qr-code-generator-creatio) to create a link with the attendee ID to a Creatio web service to track the attendance.

If you're open to using a third-party tool, you can use a Jotform Event Management Application (https://www.jotform.com/app-templates/event-management-app) to manage the registrations and integrate it with Creatio using our Jotform Connector (https://marketplace.creatio.com/app/experceo-jotform-connector-creatio).

Hope this helps!

Thank you

Mohamed

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