I tried transferring campaign flows (Type=Marketing campaign files) from dev environment to pre-prod in a package. I am able to see the updated objects; but I don't see the campaigns in the campaign section. Is there anything I am missing?
Please note that when migrating packages between environments, the version of the sites must be the same, otherwise, you may not be able to migrate functionality or the packages may not be installed successfully.
To upload new fonts and use them in emails, you need to change the values of the system settings "CKEditor fonts list" ("CKEditor fonts list") and "CKEditor default font" ("CKEditor default font").
The "CKEditor fonts list" system setting is responsible for which font you will be able to see in the font drop-down list. It should be added to the beginning of the system setting list, with ";".
Accordingly, in order to use this font, they just need to be installed on the server as a regular font.
It is also necessary to know that if the recipient does not have this font, he will not see this font.
Hoping someone can assist any way they have found to help when using O365 with Creatio email. When we send a bulk email from our generic sales@ email(which most audience members are used to) we receive a few hundred OOO or 'so and so no longer works here' responses. What are people doing to filter those to a different folder in their distribution lists so members don't get all those emails?
Such functionality is not the part of the Creatio setup. You can configure the rules in your mailbox on the email provider side to move or delete such letters from the inbox automatically each time you receive one.
I'd like to use the notes filed in event object to keep record of the participant event details information, I'd like to import data from excel, however, I can't find any import button or function inside "event" object. Is there any way to solve it?
To import data to the Event section, you can add an import button to the event page or go to System Designer, where you can import records to any object.
To add the import button, you need to open Page Designer. Then, add a button component to the page. In the action section, choose the "Data import" option, finish the setup and save the page.
To import data without adding the button, please go to System Designer and choose "Data import" section:
To import data to the Event section, you can add an import button to the event page or go to System Designer, where you can import records to any object.
To add the import button, you need to open Page Designer. Then, add a button component to the page. In the action section, choose the "Data import" option, finish the setup and save the page.
To import data without adding the button, please go to System Designer and choose "Data import" section:
We have open and click rates out of the box in Creatio for email analytics. We can also track link peroformance (click #) for multiple links sent out in the email. Is there a way to see a list of contact records (name & email address) who clicked for each of these links sent out in the email? Thanks
I am trying to set up an A/B split test in a campaign, however when I install the add on from the market place in the link below, I am not seeing this added into the campaign set up. Are there any tips/tricks on getting this to work? After installing the app I updated the DB structure, generated the source code for all schemas and compiled my environment and still not showing.
I have created Business Process 1 with three parameters. I can send the GUID from the Form Page, but I also want to pass the SchemaName as a parameter to the Business Process.
1] Business Process: ( Process with 3 Parameters: )
2] Account_FormPage:
How can I send a text value parameter from the Form Page to Process? Can I Send the Multiple Parameters to Business Process? Is there any solution for this?
Unfortunately, it is impossible to do it now, but we've registered it in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.
I have a question : If I trigger the process from different pages, such as Account_FormPage, Contact_FormPage, or Order_FormPage, is it possible to capture detailed information in the business process flow indicating from which specific page the button was triggered?
I'm looking for something similar to how HTTP request header parameters work.
Unfortunately, when triggering a business process from a button, it's impossible to determine from which specific page the process was initiated using no-code tools. However, we recommend creating a separate business process for each page. This approach lets you know exactly which page the business process was launched from.
We're having some problems with contact metrics in digital ads. The submitted forms are being registered, but the contacts are not identified and are not included in the metrics. According to the documentation, the UTM Source and UTM Campaign must be correctly filled in.
However, this is a google ads campaign and there is no utm campaign, we can only identify the gclid. Is it possible to map it in creatio from the gclid?
Does anyone know how the association of contacts with campaigns works?
Regarding the problem with counting contacts in the ad campaign section, please contact technical support for a detailed analysis of this issue. As for the question about UTM Source and UTM Campaign, these values should contain the following information:
The UtmSourceStr property should have a "google" or "facebook" value. Depending on the campaign source.
The UtmCampaignStr property should contain a campaign identifier (identifier from platform, AdCampaignId property of AdCampaign object in Creatio). A campaign name could also be applied for this property, but to accurately identify the ad campaign use its ID.
In classic UI, when we integrated with forms, we had to add hardcode on a webpage, but then you could configure in nocode in Creatio some hidden fields with prefilled values. That was very handy.
I have found similar things set up in Creatio in Freedom UI with the Facebook forms.
But this is where it gets confusing:This "Facebook only" section is based on Landing Page object which gives us the possibility of having pages that would regroup forms submitted (rather than a full list of all forms) and gives possibilities, in nocode, to decide if you want to create a lead when you create a contact and add hidden field values. But only Facebook Forms is built on this object, rather than having any form AND facebook forms.
It's like there is what is needed in Creatio to handle normal forms or LinkedIn Forms with hidden fields in nocode, but that was only set up a couple months ago for Facebook Forms.
Is it planned to evolve the use of Landing Page object ? Or do we need to do some adaptations ourselves ?
This is actually extremely important to provide Marketing users more autonomy, than having to depend on the IT team to work with field IDs.. etc....
Currently, only Facebook forms have been adapted for Freedom UI. You can also add the old section with ALL forms to Classic UI and use it, it still works.
For now, we do not plan to evolve the use of Landing Page object.
As you know, landing pages are a great way to capture leads and generate interest in your products or services. However, they can be limited in terms of the data they can collect and how they can be integrated with other systems.
Webhooks, on the other hand, are a more powerful and flexible way to collect data from your landing pages. They allow you to send real-time data to your Creatio CRM system, which can then be used to trigger automated workflows, update customer records, and generate reports.
Here are just a few of the benefits of switching to webhooks:
1. More automated workflows: Webhooks can be used to trigger automated workflows in your Creatio CRM system, such as creating new records of any type. 2. Better integrations: Webhooks can be integrated with a variety of other systems, such as marketing automation platforms and customer support software. 3. Enhanced error handling: Webhooks provide robust error handling capabilities, ensuring that data is delivered successfully even in the event of unexpected issues. This minimizes data loss and ensures that your Creatio CRM system remains up-to-date with accurate information.
If you're looking for a more efficient and effective way to collect data from your landing pages, I highly recommend switching to webhooks.
However, it seems you do not have understood my question.
I have switched already webhooks. It does indeed possibilities. But, on a business marketing user side, the use of webhooks is really incomplete today in Creatio, there's loads to build, for things that honestly could easily be there OOTB...
For example, everytime we have a new form we want to integrate with (Landingi, Wordpress, etc...) for which we have fields we need to map in Creatio with specific values (drop downs and all), we need to work with IDs... it's not a natural nocode work like it used to be.
Also, when sychronising the webhooks in Creatio, using the FormSubmit object for example, we only have a list of Formsubmits section rather than a structured way to put them all together under one name, like the "Facebook form" section offers... This is quite inconvenient way to work.
Also, the documentation and examples on how to use webhooks is really scarce in the academy, and mainly limited to using FormSubmit. Which has unforeseen limitations, such as creating a contact record not using all the contact fields available (Eg: https://community.creatio.com/questions/contact-data-submitted-form ).
On theory, it is great that possibility of using Webhooks is provided.
In practice, the use of them is not polished and could be greatly improved both on the admin and on the non-admin user side of things.
I do love using webhooks for landing pages, much more flexible for the most part. However, one thing I miss is the ability to set defaults. For the older landing pages, you had a record defined for each form, and then could define default values for a specific form inside of Creatio. You could change those defaults in Creatio without needing to modify the HTML for the form on the website. That was great and is a missing part of using webhooks.
I would love to see the following changes for webhooks.
Ability to create a specific webhook for a specific purpose (it could be named in a way that defines it's purpose)
Records could be tied back to the webhook it came in through, so you know it came from webhook "ABC" in the same way you knew a record came from Landing Page ABC. This is really more of a way to identify the form (in the same way you could identify a record came from a landing page) - this one might not really be doable since not every usage of webhooks is a "form", but maybe that could be a simple option on the webhook to add an entry to some table that can generically link to any object type?
Defaults could then be added on a webhook-by-webhook basis so any record that came in via a specific webhook would have those default values added
Sure, you can do all of this with webhooks now by including extra data or maybe an extra process to add some of the default values based on data that identifies where it came from, which would exist as hidden values in the HTML of the form. But that means possibly changing the HTML if the defaults ever need to change and it was so easy to manage the defaults for landing pages before - it would be great to have for webhooks. Plus, it's up to you to include some way to identify that a record came from a specific webhook (really meaning from a specific form)
thanks, exactly what I was trying to say for the setting defaults part, but in much better writing 😅
There is a section with defaults used at the moment in Freedom UI, the Facebook form section. If you create a form their with defaults, and you add that form ID in your webhook (field that already exists by the way...), there should be an easy and OOTB way to add those defaults. Which as such is not a new feature, just bringing back classic UI landing page integration feature of defaults...
