Marketing_Creatio | Community Creatio

Question

13:31 Feb 20, 2023

Hello community,

our customer needs to send out trigger emails from a campaign to contacts who have the "Do not use email" flag set at that moment.

The emails are confirmations for the contact persons that they have registered for an event, so that is completely fine from a legal and GDPR perspective (=legitimate interest).

However, it is currently not possible, because trigger emails miss the functionality that is available in bulk emails with the "system email" flag, which causes Creatio to skip the evaluation of the "do not use email" flag before sending the email.

Does anyone know of a way to work around this? Programming would also be fine.

Thanks in advance and br,

Robert

2 comments

Bogdan

16:04 Feb 20, 2023

Hi Robert,

As for now, sending trigger emails to the users with the "Do not use email" checkbox is currently not possible via basic tools.

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.

Robert Pordes

17:14 Feb 20, 2023

Hello Bogdan,

thanks, I already know that, because that's the same answer I got from the support...and that'S also the reason I'm trying my luck with the community!

BR,

Robert

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Question

7.18

Marketing_Creatio

Add Date macros in Bulk Email Template

Nirupama Mohan Latha

23:51 Feb 13, 2023

Hi,

Is there a way to add Date Macros in Bulk Email Template? Suppose a bulk email was sent on Monday and the second email is sent two days later(Wednesday), I need to add the day on which previous email was sent(Monday) to the email body of the one sent on Wednesday. The second email should read, "I left you a voicemail on Monday...." and the day should be populated dynamically by going back 2 days from today. Any way to add javascript inside the HTML code for the block?

Any help is appreciated!

1 comments

Orkhan

11:39 Feb 14, 2023

Hi,

I shared with you the link how to add and configure Macros:

https://academy.creatio.com/docs/user/marketing_tools/email_marketing/e…

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Question

Start a campaign from a process

Julio.Falcon_Nodos

20:09 Feb 09, 2023

Dear colleagues,

Somebody know how can I start a campaign from a process?

Or execute the code behind the "START CAMPAIGN" button on campaigns, when campaign is on manual start mode or the SCHEDULE CAMPAIGN if the campaign start mode is "at the specified time"

Thanks in advance

3 comments

Kalymbet Anastasia

22:41 Feb 13, 2023

Hello,

You can find all the campaign options here:

https://academy.creatio.com/docs/user/marketing_tools/marketing_campain…

Could you explain your business goal in more detail?

Julio.Falcon_Nodos

10:41 Feb 14, 2023

Kalymbet Anastasia,

Hi, sure I have a campaign we need start and stop due some conditions, so I can change from a Process some campaigns values, but cannot Start it from the process (or I don't know how to do it).

If I have a manual start campaign, it has a button to start it https://prnt.sc/PRhNgH_YhpGI, and if it has a start date defines we have the Schedule campaign button https://prnt.sc/fzSsKfTPvJ0a, so in both cases the campaign need a manual action to start immediately or to schedule to start in the specified date.

My question is, can I from a process trigger the actions behind the buttons, or start it when manual or schedule when has a start defined date?

Thanks for your help and support

Regards

Julio Falcón

Julio.Falcon_Nodos

20:06 Apr 26, 2023

Kalymbet Anastasia,

Hello, have you some idea how to solve what I exposed?

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Question

How to add mail tracking tokens in an email template with a button for example with URL from a field?

Julio.Falcon_Nodos

14:54 Feb 07, 2023

Dear colleagues

If I want to add dynamic links in an email template, I tried to do adding a button to click to product with the URL to open the Web page get from a macro (URL is on a field on contact table), didn’t work, didn't add the tracking tokens, for example:

Normal button:

With the URL entered "in hard" https://prnt.sc/dBny7jDPOgCc, it works, getting as result the following URL when customer click on the button: https://www.implementos.cl/inicio/productos/ficha/gata-hidraulica-32-toneladas-HERCAR0005?bulk_email_rid=16&bpmtrackid=3&bpmreplica=0&contactId=5aa0eea0-7251-426a-85b7-892652824ea5&bulkEmailRecipientId=00000000-0000-0000-0000-000000000000

"Dynamic" Button:

But when use in the button “Link to open” a macro to a field which contains the URL, we didn’t get the tracking tokens, see it on https://prnt.sc/IUV0WlmatrYG I get this resulting URL, with any tracking tokens, see it https://www.implementos.cl/inicio/productos/ficha/tubo-entrada-admision-AGRMOT1040

Any ideas how toe enable adding the tracking tokens to the "Dynamic" Button?

Thanks in advance

Best regards

Julio Falcón

3 comments

Denis Bidukha

19:51 Feb 08, 2023

Hello Julio,

At this moment full macros link will not work for tracking, but there is a workaround with a link+macro tail.

So at this point instead of [#Contact.UsrButtonProdID2#] you will proceed with https://www.implementos.cl/[#Contact.UsrButtonProdID2#]?bpmtrackid=4

The domain of the website will be the same for the recipients, but the content will be dynamic.

Thank you for bringing this issue to our attention. We will consider making this mechanism more user-friendly in future releases.

Best Regards,

Dan

Julio.Falcon_Nodos

22:16 Feb 08, 2023

Thanks to anticipate the solution Dan, I will document it also

Julio.Falcon_Nodos

20:17 Feb 09, 2023

It appears when Creatio “see“ where must be a URL, a non-URL string, as is the case of a macro, it “think” there aren't any URL to track, and didn’t add the tokens, to complement Dan comment, what I did to solve the problem:

* In images I introduce, on the image address, the first part of the image URL “https://images.ClientWebStore.com/” and add the field using macro to complete the URL with the specific image address, getting something like this in the Image URL: https://images.ClientWebStore.com/[#Contact.UsrImgProdID2#], in the UsrImgProdID2 field I have the rest of the URL, like this "img/1000/HERCAR0005-1.jpg"
 
* For the Product, in Link to Open add “https://www.ClientWebStore.com/” and later the rest of the product URL from the macro, resulting value getting something like this https://www.ClientWebStore.com/[#Contact.UsrButtonProdID2#]  and works as is expected, Creatio add all the expected tokens. In the UsrButtonProdID2 field I have the rest of the URL to open the product page in the store, like "inicio/productos/ficha/gata-hidraulica-32-toneladas-HERCAR0005"

IT WORKS! thank you very much!

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Question

How can I access a detail connected to a contact from bulk emails template editor?

Julio.Falcon_Nodos

16:56 Feb 03, 2023

Hello,

Somebody knows how can I add data from a detail connected to the contact who belongs an email?

I'm trying to compose a bulk/trigger email including some data on contact details, but no one detail is available from the template editor

Any ideas?

Thanks in advance

Regards

6 comments

Best reply

Ryan Farley

17:34 Feb 06, 2023

Hello Julio,

SalesUp has a marketplace add-on that might work for your needs. See https://marketplace.creatio.com/app/salesup-enhanced-template-macros-cr…

Ryan

Pavlo Sokil

14:52 Feb 06, 2023

Dear Julio,

Unfortunately, it is not possible to insert information from details into macros. One account can have many records in the detail and the macro can only use one record.

The "Connected objects" list displays only the objects that are present as columns in Contacts\Account.

We already have a task registered for our R&D to implement such functionality in future updates.

Sorry for the inconvenience.

Julio.Falcon_Nodos

16:15 Feb 06, 2023

Thanks Pavlo, would be great to have the possibility to add a detail of Recommended Products, to contact, in the email, for example.

Ryan Farley

17:34 Feb 06, 2023

Hello Julio,

SalesUp has a marketplace add-on that might work for your needs. See https://marketplace.creatio.com/app/salesup-enhanced-template-macros-cr…

Ryan

Julio.Falcon_Nodos

17:58 Feb 06, 2023

Ryan Farley,

Thanks Ryan, I'll try it!

Regards

Julio

Julio.Falcon_Nodos

18:00 Feb 06, 2023

Ryan Farley,

Sorry, I didn't see your previous reply :-(

Julio.Falcon_Nodos

20:20 Feb 09, 2023

Thanks Ryan, I told with SalesUp guys, and they confirm me, specifically what we need is not possible with the app, as they answers me: " The main function of our solution is to use data, taken from details (tables, lists...) to create templates with the help of macros. "

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Question

Creatio Certified Developer needed

Julio.Falcon_Nodos

12:54 Feb 03, 2023

Hello colleagues,

I'm looking for a certified Creatio developer who can help us develop a Creatio addon to provide specific functionality to the Bulk/Trigger email template editor (mainly the ability to insert a photo taken from a provided URL into a field in some detail connected to the contact to whom the email will be delivered and enable that when clicking on the image, it is redirected to a URL provided in another field of this detail...).

This is a necessary requirement of a potential client of ours, with this solved (knowing that it is possible to solve it, how much it costs and the time it takes), we can win this client ?

Please could someone help us or know who can?

You can write to me at JulioFalcon.Nodos@gmail.com to share details or write me a WhatsApp at +34 623 17 46 59

I am available in the CET time zone, so I live in Spain

Thanks in advance

0 comments

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Question

Marketing_Creatio

marketing

Marketing Plans

smit suthar

08:47 Jan 31, 2023

Hi everyone,

Is it possible to show "Events" and "Campaigns" in Marketing plans. I have a requirement to show all the "Events" and "Campaigns" in the Marketing plan's Calendar as Marketing Activity.

4 comments

Alla Blinova

14:20 Jan 31, 2023

Hello!

Can you please elaborate on the section Marketing plans - is it custom or a Marketing integration?

Would you please provide an example of a business task you would like to achieve with your request?

Looking forward to hearing from you!

smit suthar

14:49 Jan 31, 2023

Alla Blinova,

Marketing Plan is a Section from marketing integration.

So, we want the related "events" and "Campaign " in the calendar. As I can see we can create Marketing Activities but there is no way to Connect "Events " and "Campaigns " in the marketing plans.

Alla Blinova

15:00 Jan 31, 2023

smit suthar,

Will you please specify the integration (addon) used?

Looking forward to hearing from you!

smit suthar

08:27 Feb 01, 2023

Alla Blinova,

This object is from Standard Marketing Application not an integration

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Question

How can I add a parameter of type object (non-array) to the "Call Web Service" integration tool for a SOAP request?

Pedro Pinheiro

19:03 Jan 09, 2023

Hi Community,

I'm having troubles generating a request with the following XML body, using the "Call Web Service" integration tool.

<soapenv:Envelope xmlns:soap="" xmlns:cam="" xmlns:soapenv="">
	<soapenv:Header />
	<soapenv:Body>
		<cam:startProcessCampanhasaaaaa>
			<soap:request>
				<soap:agencia>1</soap:agencia>
				<soap:argumentarioVenda>A</soap:argumentarioVenda>
				<soap:nomeCampanha>A</soap:nomeCampanha>
				<soap:nomeEntidade>A</soap:nomeEntidade>
				<soap:notasAdicionais>A</soap:notasAdicionais>
				<soap:numeroEntidade>A</soap:numeroEntidade>
				<soap:requestId>A</soap:requestId>
				<soap:validadeTarefa>1</soap:validadeTarefa>
				<soap:gestorEntidade>A</soap:gestorEntidade>
			</soap:request>
		</cam:startProcessCampanhasaaaaa>
	</soapenv:Body>
</soapenv:Envelope>

Basically, when I tried to add the necessary parameters for the request, I've noticed that I can't add an object parameter without defining it as an array.

This setting is blocking me from following the structure of the request above. Because the "request" parameter is not an array. I also tried to import the wsdl, and it didn't work either.

Is there a way to bypass this? Should I create a script task instead?

Thank you in advance.

Best Regards,

Pedro Pinheiro

3 comments

Kalymbet Anastasia

15:28 Jan 10, 2023

Hello,

You can create this service manually.

Because this is an OOTB behavior with the value "is array".

Pedro Pinheiro

15:49 Jan 10, 2023

Hi Kalymbet Anastasia,

Sorry, but I didn't understand your answer. The property "Is array" is true by default.

Do I need to create the soap request using a script task?

Best Regards,

Pedro Pinheiro

Bhoobalan Palanivelu

17:00 Jan 10, 2023

Pedro Pinheiro,

Yes, you're right. When the request parameter is of type object the collection is considered a typed array and the checkbox is checked by default and not editable.

In this case, using a script task for the SOAP service would solve the case.

BR,

Bhoobalan Palanivelu.

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Idea

Discussion

Marketing_Creatio

Use Creatio's no-code capabilities for public landing pages

Damien Collot

11:54 Nov 30, 2022

It would be awesome to be able to have a landing page generator for Creatio. Make public facing landing pages using the benefits of Freedom UI Designer :) rather than having to use external landing page apps as only option.

Do you like this idea?

1 comments

Mira Dmitruk

12:48 Dec 01, 2022

Hello Damien,

We have registered this idea for our R&D department and it may appear in future releases.

Thank you for your suggestion!

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Idea

Discussion

Marketing_Creatio

marketing automation

Add Remarketing capabitilies OOTB

Damien Collot

11:41 Nov 30, 2022

It is expensive to gather new contacts/leads/opportunities/clients.

In order to improve retention, it would be great to have remarketing capabilities, for example: contacts that unsubscribe from newsletters, having the ability to retarget them on Google (Search Ads, YouTube etc), Meta (Facebook, Instagram), LinkedIn, etc...

In order to improve the retention.

Do you like this idea?

1 comments

Mira Dmitruk

14:40 Dec 01, 2022

Hello Damien,

We have registered this idea for our R&D department and it may appear in future releases.

Thank you for your suggestion!

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