Hi Community,

 

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?

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Hello, 

 

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.

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Hi, 

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....

Thanks, 

Damien

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Hi!

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. 

To help you get started, I've included a link to our webhook setup guide below: https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/webhook-service-integration/overview

Best regards, 
Anton
 

Anton Starikov,


Hi Anton, 

Thank you for your detailed answer :). 

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.

Damien

 



 

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. 

  1. Ability to create a specific webhook for a specific purpose (it could be named in a way that defines it's purpose)
  2. 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?
  3. 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)

Ryan

Ryan Farley,


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... 

We would have then the best of both worlds 🙂

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Hello

 

I've created a landing page record in Creatio for collection contact data, which creates Contacts, not Leads. It works fine, but I would like to extend the list of the fields which are involved in Contact creation.

 

I mean that data from all neccessary fields from my webform is transfered in new Submitted form record. But for the Contact record the only fields FullName, Phone and Email are used by default. If I try to add more fields (jobtitle, for example), their value are not transfered to Contact record despite of configured mapping on the webform side.

 

I've checked the BP "Searching and creating contact" and found that it can read only few contact fields from web service data (from web to object mechanism). So, my question is how can one extend the list of the Contact fields obtained from web to object mechanism? Or is there another way for solving my task?

 

Thank you!

 

 

 

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Hi, 

Good question indeed, was wondering recently how to increase that. Documentation is scarce on how to configure webhooks further than FormSubmit and OOTB behaviour.

Damien

I guess there might be another way: to build custom business process that will start on creating of new Submitted form record and will map and transer data from form record to corresponding contact record. But I'm not sure. 

There is an out of the box process that does this that you could extend. It's called "Populating Contact with Submitted form's data". It's a pretty simple process and would be easy to include additional fields. 

If you didn't want to create a new version of that process, you could also just create a new process that had a start signal of Submitted form added and contact is filled in or Submitted form modified in contact field (and it's filled in) and then copy over the remaining values.

Ryan

Ryan Farley,

Thanks a lot, will go to try

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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. 

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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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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?

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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…

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?

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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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

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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.

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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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.

 

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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

Hello,

 

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

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. 

 

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.

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

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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.

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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!
 

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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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?

 

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Hi, Victoria!

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

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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);
			}
	}
		
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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!

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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