Hi,

How to add a dynamic Link to the Email while showing the display text as shown in the figure. 

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Hello,

 

At the moment, it is not possible to generate dynamic links (unique for different contacts). However, we have registered your request with the responsible development team.

A workaround solution is to create a hybrid of a link and a macro: href="https://some.url?[#Contact.test_URLProducto02#]" - will work But href="[#Contact.test_URLProducto02#]" - will not be tracked.

Tracking is added to all elements marked as links at the time of sending and can be identified as links. Since we use additional parameters in the link for link tracking, we need to know exactly how to add them to this link: ?bpmtrackId or &bpmtrackId.

 

When the entire link is passed by a macro, this is impossible for us.

The product marketing supports macros specifically IN links, but macros AS links are not supported.

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Hi Team,

 

We have a query regarding users having permissions to creating email templates in the Message Template section rather than admin creating email templates

 

Currently, only administrators have the ability to create email templates, select macro sources, and add macros while creating templates. However, the enquiry is whether the sales team would have the capability to create their own email templates for future use when communicating with customers rather than reaching out to admin for creating the email templates.

 

Is there a specific permission or access level that can be granted to normal users, specifically those in the sales team with a sales team license, which would allow them to create, save, and utilize their own email templates within the system? This would streamline our communication processes and empower our sales team to personalize their interactions with customers more effectively.

 

For now they are getting the below error while trying to create a email template :

Thanks for the help in advance!

 

Regards,

Mayan

 

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Hello,
for resolving this specific error you would need to give permission for operation by the code "CanManageLookups" in Operation permissions view in System designer. Not sure if users need more permissions to create templates but if its the only error occuring that could resolve it

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Hi everyone

I am having a warning when i'am editing my template, the warning is 
"Email template contains tags "u" not supported in HTML5. This can lead to incorrect display of email template in some email clients. Please change the template using css styles"

but really i am not using any tag "u" .

Is there any way to debug this?

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Best reply

Dear Carlos,

This warning should not influence anything, you can still send these bulk emails but there can be some issues with displaying them in different mail providers as the tag "u" (underline) which is used in your bulk email is deprecated.
Our recommendation is to use the CSS "text-decoration-line:underline" style instead of in places where underline is needed.

In case you didn't add any HTML blocks manually, a block with this tag could be generated automatically, and if you didn't add unsubscribe link and clicked on add it after trying to save the template and receiving the notification message about it.  
In that case, simply delete the automatically added block with unsubscribe link and replace it with the one available in the block library.

 

Best Regards,

Ivanna.

Dear Carlos,

This warning should not influence anything, you can still send these bulk emails but there can be some issues with displaying them in different mail providers as the tag "u" (underline) which is used in your bulk email is deprecated.
Our recommendation is to use the CSS "text-decoration-line:underline" style instead of in places where underline is needed.

In case you didn't add any HTML blocks manually, a block with this tag could be generated automatically, and if you didn't add unsubscribe link and clicked on add it after trying to save the template and receiving the notification message about it.  
In that case, simply delete the automatically added block with unsubscribe link and replace it with the one available in the block library.

 

Best Regards,

Ivanna.

Ivanna Yatsura,
Hi Ivanna 

the html editor embedded into the email designer allows the user to use the unsupported "u" tag.

This fact disorient the end-user

 

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Can someone tell me why I get this when trying to add link to Object

 

 

 

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What are you selecting?

 

Maybe the selected columns object is out of scope for your package. You could check you Package dependencies.

Hello Nicola, 

 

This error may occur if the macro source is not specified for the template. Please specify the macro source in the [Email templates] lookup, for example - http://prntscr.com/n18z1h

 

Please let us know in case any further assistance is required. 

 

Best regards, 

Olga. 

Thanks both, i'm using the email funtion from creating a new process. 

I can see the macros for the templates, but can't see how to define with a Custome Email in the process

 

Hello Nicola, 

 

Sorry for a delay with a reply. 

You can configure your Custom message for Email element of the business process with a help of Content designer as described in the attached article or simply create a new template with the needed macros from Studio-Message templates - New- Email template and use it in your business process. 

Please refer to the below article for more detailed information:

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

 

If you have any further questions or the issue still occurs, please let us know.
Best regards, 
Anastasiia. 

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Dear community,

 

Using OOTB templates, an email is sent when case is resolved. The email is however delivered without Satisfaction level icons. Any help would be much appreciated. Please refer attached images for actual email being sent and template used.

Thanks in advance!

 

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Hello Shivani,

 

Thank you for your message.

 

Would you please check if your CSAT settings are set up in accordance to this article below:
https://academy.creatio.com/docs/user/service_tools/service_cases/case_…

 

Hope this helps!

Have a great day!
Sincerely,
Danyil

Danyil Onoprienko,

Thank you for your response. Yes, the settings are in accordance to the article you had shared. I managed to get the ratings, but am stuck with another issue : 

The OOTB business process redirects the user to a link: http://localhost:99/0/Nui/Feedback.aspx?vm=FeedbackModule&token=0ed18c9….

In the our business process, it however redirects to link : http://localhost:99/ServiceModel/CaseRatingManagementService.svc/Secure…[?CaseId=beb485e3-8ef7-4076-ba3f-285d16daddce?]/5

As a result, we get an error page.

A help here would be much appreciated!

Thanks in Advance!

Hello Shivani Lakshman,

 

Could you please describe this issue in an email to support@creatio.com for us to provide a sufficient answer on this matter?

 

Thank you and have a great day!

Shivani Lakshman, 

 

This case was resolved as a part of Creatio support ticket.
 

The issues occurs due to a custom Business Process that is using the OOTB Customer Satisfaction email template.

Due to Creatio security reasons there is no possibility to use incident estimation links in simple "Send email" processes as the "Endpoint not found" message would be provoked.

 

Please note that if it is required to use a custom Business Process in a solution, we may recommend using the "SendEmailToCaseContactProcessMultiLanguage" Business Process (called "Send email to case contact") and two elements of this process ("Handle template for email with macros" and "Send email") as in the screenshot below:

 

You may freely configure the "Handle template for email with macros" element using the [#@INVOKE.ESTIMATELINKSGENERATOR#] macros in it for proper estimation link execution.

 

Thank you for your question!

Take care!

Danyil

 

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