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?
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.
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
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.
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.
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.
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?
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.
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.
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)
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.
We'd like to hide section records depending on functional roles.For example we have a Employees section created .In the Contact section should be visible just Contacts with contact type different from Employee.
You can setup the access rights for the records based on the functional roles in "Object permissions" section. Detailed information can be found in this article. However, such access rights would relate to all the records in a section, unless all the needed records are created by a specific user role.
Alternatively, you can use folders in a section to provide access to the needed records only to a specific user role.
We're dealing with a use-case in which our client has multiple email domains- in excess of 10 and want to use multiple email ids (that belong to those domains) while sending out bulk/ trigger emails. Is this possible on Creatio Marketing Cloud and if yes, is there a limit on the number of email domains that can be set up?