Hi Creatio community,

I'm unable to set up responses based on emails that are delivered/ not delivered and as a result I'm unable to transfer participants based on their email interaction conditionally. Is there something that I'm doing incorrectly? it seems to work on the trial versions of Creatio (The production site I've got is 8.0.10).

Thank you!

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I have made a custom detail using existing object Click through links with email in the BulkEmail section in order to see what Contacts clicked on what links of this Bulk email.

To achieve that in BulkEmailPageV2 code i changed detailColumn default value to BulkEmailHyperlink.BulkEmail as here is no direct refference to Bulk email in object Click through links with email.

        details: /**SCHEMA_DETAILS*/{
            "UsrSchema4edcd088Detail90da8858": {
                "schemaName": "UsrSchema4edcd088Detail",
                "entitySchemaName": "VwBulkEmailClickedLink",
                "filter": {
                    "detailColumn": "BulkEmailHyperlink.BulkEmail",
                    "masterColumn": "Id"
                }
            }
        }/**SCHEMA_DETAILS*/,

At first sight everything looks good, though i noticed that I cannot get extended list of records by pressing Show More button in that new detail. As result of Show More i receive only additional 2-5 records (depending on which column records are sorted by) and Show more option after second or third click dissapears.

What i missed here? any ideas?

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Hello Viesturs,

I implemented the same code as yours and it works correctly. According to Creatio’s logic after “Show more” the system outputs next 10 records from DB by each click if they’re available. Here is my code:

define("BulkEmailPageV2", [], function() {
			return {
				entitySchemaName: "BulkEmail",
				    details: /**SCHEMA_DETAILS*/{
						"UsrSchema4edcd088Detail90da8858": {
							"schemaName": "Schemad7cb2755Detail",
							"entitySchemaName": "VwBulkEmailClickedLink",
							"filter": {
								"detailColumn": "BulkEmailHyperlink.BulkEmail",
								"masterColumn": "Id"
							}
						}
        }/**SCHEMA_DETAILS*/,
				messages: {},
				attributes: {},
				methods: {},
				modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
				dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
				diff: /**SCHEMA_DIFF*/[
					{
            /* Add a new element. */
            "operation": "insert",
            /* The element name. */
            "name": "UsrSchema4edcd088Detail90da8858",
            /* The configuration object of values. */
            "values": {
                /* The element type. */
                "itemType": Terrasoft.ViewItemType.DETAIL
            },
            /* The container element name. */
           	"parentName": "SettingsTabContainer",
            /* The property name of the container element for the nested element collection. */
            "propertyName": "items",
            /* The index of the element to add to the collection. */
            "index": 0
        },
				]/**SCHEMA_DIFF*/,
				rules: {}
			};
});

Could you check how many records are in your DB by this query, please:

select * from VwBulkEmailClickedLink
where ContactId in (select ContactId from BulkEmailTarget
where BulkEmailId = 'Your process id. For example: a0ae3a33-5863-4e7a-993e-5ecee7de7c79')

My detail view:

Best regards, Anhelina!

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We just started using Creatio and are trying to get set up without using too many billable hours. What is creatio onboarding and how do I use it?

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Hello,

 

You can upgrade your skills in development on Creatio platform, system administration, and configuration with Academy training courses.

 

 

 

Hello,

 

You can upgrade your skills in development on Creatio platform, system administration, and configuration with Academy training courses.

 

 

 

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Hi,

I am looking for a classic lead score based on the completeness of the lead data. I know there is a predictive scoring feature, but it's not what I'm looking for because it requires historical data for scoring.   It is a new project and I need to assign the qualification to the leads as the lead data is completed and without having historical data.

 

For example, when the email if filled the score is 1, if the phone is also filled the score is 2, and so on. 

 

I know there was an old version of lead scoring with this functionality but I don't see it in the newest versions. Is there a way to activate this classic lead score functionality?

 

 

Thanks,

 

Claudia.

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Hi Claudia,

 

The logic you have described can be implemented with the help of business process. You can set up a start of the event to be modification of data in leads. When the business process is triggered you can set the read data element, then you can use gateway element, and set up branches. You can condition the process to go to branch 1 for example when there is no data/no useful data and so on. These branches can then modify the numeric value of some object you have added to the page, therefore creating a lead scoring without ML. You can build this process to be any complexity you would like.

For more information about setting up business processes, you can get at Creatio Academy: https://academy.creatio.com/docs/user/bpm_tools/business_process_setup

Best regards,

Alina

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Has anybody figured out how to include landing pages integrated webhooks in marketing automation campaigns in nocode ?

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I have unbounce landing pages that are using webhooks in Creatio but haven't figured out how to use it in campaigns yet. I'm assuming I just need to populate a table somewhere, but just starting to piece it together so not sure yet

Ryan

Hello,

 

At the moment, there is no separate element for working with web hooks in marketing campaigns yet. If what's needed is to add such contacts to the audience of the campaign, then this can be done with the help of the  appropriate filtering based on data from the record that came from a landing page, taking into account the channel, source, tags (if necessary for the case).

So you get leads from landing pages, put these leads in a separate folder and create a mailing list in the campaign that will take the audience from this folder.

Is there any plan to make easily part of marketing automation campaigns like the classic landing page element is ?

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Hello Community, 

Kind of dummy question, but in the new UI, where is the "lookup element" that can be implemented? In configuration section, contacts are in "custom" package. Did not see a section page referring to contacts, Only form page seems to be valid. Relevant Image that I was expecting to find a custom "lookup element" that can be dragged/dropped is shared.

Thank you in advance! 

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The new equivalent of a lookup is "Dropdown"

Ryan

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Hi community,

 

is it possible to copy a campaign from a business process?

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Hello,

 

I didn't quite understand your task.
You can duplicate the campaign by clicking the 'Copy' button.

 

 

If this is not the task you are trying to accomplish, please provide more details.

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Hello,

 

We are looking for Creatio Source IP Addresses/IP CIDR Ranges to whitelist in our CloudFlare WAF. Currently, we are attempting to integrate our CRM with Creatio, but we are receiving a Managed Challenge from the Cloudflare Bot fight mode. However, we have not yet found information on your website regarding the source IP addresses/ranges from which Creatio will be making requests. We could just whitelist the whole path, but then that would allow anyone to make requests unchallenged. Currently all traffic to our CRM is coming from one IP address, so we could just whitelist that but before doing so we would like to officially confirm this is a static address.

Would someone be able to provide either a reference to Creatio source IP addresses/CIDR ranges, or at the very least confirm or deny whether the current IP (13.xx.xx.148) is static? I appreciate any assistance you may be able to provide.

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Hello,
 

We see that you sent us a request in the system number: SR-01214406. 

In this request we will answer your question.
 

Regards,
Orkhan

Hello,
 

We see that you sent us a request in the system number: SR-01214406. 

In this request we will answer your question.
 

Regards,
Orkhan

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Hi,

I'm having an issue with our Creatio bulk emails where we are getting a lot of clicks from spam checkers on our emails, this includes them clicking the unsubscribe link on the emails which then stops the users from being sent future emails.

Is there a way to ignore spam bot clicks or a way for us to add an unsubscribe confirmation instead of it being one click?

Thanks

 

Mark

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Hi, Mark!

In this situation, unfortunately, we are dependent on email providers. The email providers also receive these clicks from email services, and most of them have spam filters set up to click all the links in the emails.
If you use ElasticEmail then this email provider has the ability to filter responses with clicks from specific IPs. If you are interested in this please contact Creatio support team using support@creatio.com and provide us more details so we could help.
Also our team is working on adding functionality to solve this issue on our end.

Thank you,
Anton

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Hi ,

We'd like to hide section records depending on functional roles.

For example we have Employees section created ,there should be just Contacts with data type Employees and to make these possible I have created a business rule.In contacts section should not be visible Contacts with data type Employees when we are in the environment of an Employee.
Is there a way to do that ?
Thanks

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Hello,

 

Please note that to achieve this, you need to set up object permissions for the needed section. You can learn more and find the instructions on that in this article. There you can set up rules by which users or certain roles will be able to see the records.

If a user with contact type employee is a contact with contact type Employee in his environment he should see in the contact section all records with contact type supplier or customer etc but not the records of contact type Employees (because they are visible in Employees section).Is there a way to do that ?(if i go in contact section and uncheck read permission all employees  cannot see all records of section contacts not just the records with contact type different from employee type)

Hello,

 

In this case, the best way to implement your business task will be with the help of a business process.

The key element would be the [Change access rights] process element. The business process should start with a trigger (a new Contact record created) and grant access permission to the needed users by the criterias you specify. In the article added above you will find the instructions on how to build such a proces.

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