Hi,

I’m currently working with email campaigns in Creatio and facing a challenge. I need to generate more granular reports on email interactions for my client. Specifically, I’m looking for a way to track the number of clicks and email opens on a daily basis or within a specific time frame during the campaign. For example, if a campaign runs for several months, we need to see how many emails were opened and how many clicks occurred on specific days or within a given month.

 

I’ve been using the [AdCampaign] object that integrates with Google Ads and Meta Ads. It provides a granular view of daily data, such as clicks and impressions, through the [Ad campaign Daily Insights] child object. My client would like a similar capability for email data—being able to filter by specific date ranges to view detailed interaction data (opens, clicks, etc.).

 

Is there an existing table or method in Creatio that allows me to capture and report email interactions in such a granular format? Additionally, would it be possible to combine this email interaction data with the social media data (from Google Ads and Meta Ads) into a unified report that shows all interactions (clicks, opens, etc.) within the same time period?

 

I would appreciate any guidance or suggestions on how to achieve this, ideally within the marketing module of Creatio.

Like 1

Like

1 comments
Best reply

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! 

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! 

Show all comments

Hello

 

Does anybody know how to share records in Freedom UI? In classic UI we have "Action" button with "Set up access right" menu item. But I can't see the similar button in Freedom UI, for example, on Contact form page. Shoud I customize the form and add it?

Like 0

Like

1 comments

I found: lock sign at the right top corner.  

Show all comments

Hi Team,

 

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?

 

Thanks

Like 0

Like

1 comments

Hello,

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.

Show all comments

Hi Community,

 

I need to import two non-google fonts in Creatio to create emails: Avenir & Awesome. How can we do this in Creatio?

 

Thanks

Like 1

Like

2 comments

Hello,

 

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.

 

Best regards,

Yuliya

Yuliya Gritsenko,

Thanks Yuliya; how do I install these fonts on the Creatio environment?

Show all comments

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?

Like 1

Like

1 comments

Hello,

 

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. 

Show all comments

Hi, all mentors, 

 

    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?

Thank in advance.

 

File attachments
Like 0

Like

2 comments
Best reply

Hi Jeffrey,

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:

 

Have a great day!

Hi Jeffrey,

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:

 

Have a great day!

Alina Yakovlieva,

Thanks a lot for your help. 

Show all comments

Hi Team,

 

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

Like 0

Like

1 comments

Yes, you'll create a contact filter using the "Click through links with email (by column Contact)" to view the contacts that clicked a specific link. See https://customerfx.com/article/creating-a-filter-of-contacts-that-clicked-a-specific-link-in-a-creatio-bulk-email/

Note, you can also bind that to a List on the contact page to get a list of links the contact has clicked.

Ryan

Show all comments

When will the Copilot be available to users? https://www.youtube.com/watch?v=aHHODz6dv04

Like 0

Like

1 comments


Hello,
Unfortunately, we do not have an exact ETA for releasing CoPilot yet. However, the first versions are planned to be released within this year. 

Show all comments

Hello,

 

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.

 

https://marketplace.creatio.com/app/split-tests-marketing-campaigns-cre…

Like 0

Like

1 comments

Hi Teresa! 

This app is compatible only with Marketing Creatio up to 7.17.2 version. For the new versions, I recommend using Creatio basic Random split element.
 

Additionally, we have unpublished "Split tests in marketing campaigns for Creatio" due to the low version compatibility.

Should any questions arise, please let us know.
 

Show all comments

Hello Community,

 

       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?

 

Thanks, 

Ajay K

 

Like 3

Like

4 comments

Hello!

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.


Thank you!

Hi Andrii,

 

Thank you for your response.

 

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.

 

Regards,

Ajay K

Hi Ajay,

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.

Best regards,
Andrii

Hi Andrii Kurta,

 

Thank you for the clarification. I understand that using no-code tools may not allow us.

 

However, I would like to explore whether this can be achieved using code.

 

Could you please guide me on how I might implement a solution using code? Any examples or documentation you can provide would be greatly appreciated.

 

Best regards,

Ajay

Show all comments