Marketing_Creatio | Community Creatio

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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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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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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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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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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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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Marketing_Creatio

8.0

How do I control the columns that are displayed after clicking the 'merge' button during duplicate search for the Lead Object

Vishal

18:03 Nov 21, 2022

Hello, I'm trying to control the columns that are displayed in the 'Merge Duplicates' window at the Lead Object level.

For Example, in the attached screenshot, the lead score is calculated automatically in run time based on column values and it doesn't matter what the user chooses on the UI ('55' or '63' see: below screenshot). With that said, How do I remove the 'Lead Score' column from the 'merge duplicates' window and for future reference how can I control what columns are being displayed here?

Thank you!

1 comments

Anastasiia Zhuravel

09:36 Nov 25, 2022

Hello Vishal,

The column will be displayed in the "Merge duplicates" window, as soon as there is a conflict between values of this column in the records you are about to merge.

More detailed information can be found in the corresponding article:

https://academy.creatio.com/docs/8-0/user/platform_basics/business_data…

However, there are a few exceptions:

- column is included in the list of ignored columns - Creatio will not duplicate identical communication options, addresses, and noteworthy events. It's a base logic of a system which is specified in system's code;

- it's empty;

- it's a system column.

Columns from your screenshot is not included in the exceptions list, there is a conflict between them, the system doesn't know which value to choose for the resulting records: 55 or 63, therefore the user action is needed and this column cannot be skipped from the Merge duplicates window.

Should you have additional questions, please let us know.

Best regards,

Anastasiia

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Stefano Bassoli

22:16 Nov 10, 2022

Hi community

Does anyone have experience with the Matomo connector?

4 comments

Alla Blinova

13:14 Nov 11, 2022

Hi!

If you require additional information on the Matomo connector, you may get acquainted with the Guide by the link: https://marketplace.creatio.com/sites/en/files/app-guide/Matomo%20connector%20Guide.pdf

Hope you find the information to be useful!

Stefano Bassoli

14:02 Nov 12, 2022

Hi Alla!

I have installed the connector

I connected to a matomo instance, but nothing happens.

I tried to run manually the business processo for Sync data from Matomo, but It seems the touchpointsscheduler does not run.

Can you help me?

Roman Brown

15:59 Nov 14, 2022

Stefano Bassoli,

Hi!

Please contact us via support@creatio.com and describe the issue you are facing with this connector in more details so we could assist you on it.

Best regards,

Roman

Stefano Bassoli

17:36 Nov 14, 2022

Roman Brown,

Hi Roman

I found the issue.

It's not related to the connector, but it's related to the data.

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Bulk email - Email opens timestamp for recipient

Federica

10:46 Nov 08, 2022

Hi community,

I'd like to set up a custom view that displays the timestamp of a bulk email open for each recipient... do you have any idea if there's an existing view or table to retrieve the data I need?

Thank you in advance!

Have a good one :)

1 comments

Best reply

Mira Dmitruk

14:09 Nov 08, 2022

Hello,

Please be informed that it is not possible to implement this kind of logic even with the help of development. However, we have registered this idea for our R&D team and they will review the possibility of implementing of this functionality in the future.

Best regards,

Mira