Question

How can I choose the version of email template text according to preferred language of Contact?

Th business process was used:

But the automatic field "Title" and other automatic parameters were not translated.

Solution

The task can be accomplished in the following way:



1. Create a copy of the template.

2. Add postfix -Eng to the English one and -Fr to the French one

3. Add Read data element to the business process and read the contact and the value of the 'Preferred language' field of this contact

4. Add the gateway and the flows that will separate the process for two parts - first one will be executed if the contact language is English and the second one - if it's French

5. Add Send Email element to both flows and specify the correspondent email template for each flow.

Case

We have a Contact field in BPM that we would like to have an email notification sent when we escalate to a department. Is there a way to have an email automatically sent to a department, depending on which department the case is escalated to?

Solution

Yes, it is possible. You can create a business-process launching after the escalation, reading case, contact and the value of your field. You will need to set up several conditional flows according to the number of departments you have. In each conditional flow, check the value of the field: in case your field is a string it should look like [Read data.EscalatedTo]=='Customer Care']; if it is a lookup –  compare it to lookup only. 



Then you need to add the [Send email] element after each conditional flow and add mails to the "TO" field in accordance with the department.



Don't forget add a Default flow if the field is not populated or its value cannot be compared/processed by conditional flows. 



You can find more information about Send email element here. Find more guidelines on how to create your own business-process here.



A business-process is the only way to send such automatic emails. Also note that you need to add all emails to the "TO" field manually, since there is no option to send emails to groups of users at the moment.

Question

Do you have a best practice for marketing emails through Mandrill to avoid a black list?

Answer

We do not work with Mandrill, but we work with ElasticMail that has a great reputation and lower % of spam. You can find what provider you are using in your [Email settings] that is available from [Email] section. In case you have UniOne we will be glad to switch you to ElasticEmail.

To avoid blacklists, make sure you set up DNS records according to your provider and using global regulations, rules etc (available online) and GDPR regulations. 

Question

Is there any way to mass update email addresses of the imported Contact records from the "Invalid" to “Valid”?

Answer

In order to change the invalid emails to valid ones you can create a business-process with 1 element - Modify data. Select the [Contact Communication option] object and add filters according to your needs. Then change the value of the [Invalid] field to FALSE. It will look like this:

Question

Is it possible to check in a business process if a contact is in a dynamic contact folder? Or will bpm'online automatically add a record to the 'Contact in folder'-detail when the conditions of a dynamic folder are defined or updated?

Answer

Business process works properly when you add a contact to a folder (static/dynamic) via detail, but it doesn't work properly if you add a contact to a dynamic folder using conditions of this dynamic folder (contact is added to a folder, but it is not displayed on the detail) and business process reads all folders from the "Contact in folder" detail.

You can create a sub process in terms of this business process that will automatically add the dynamic folder to the "Contact in folder" detail. It can be achieved with the help of "Read data" and "Add data" process elements that will read data from folders and add them to the "Contact in folder" detail. This detail is not an out of the box detail but acustomized detail and its behavior with dynamic folders is not specified withing bpm'online.

Question

Need help with a business process start signal. 

The process that should be triggered when the response in email is changed to Unsubscribe but it is not starting:

When a bulk email is sent the response can be delivered etc. and when they unsubscribe the response is ‘Unsubscribed’. However, even when people are unsubscribing nothing is being triggered.

Answer

The triggers (modify/add record) will not start any business-process based on this table due to the way the table works. 



As for now we recommend creating a workaround. 

Once the unsubscribe response is received the contact will receive changes in the [Do not use email] field. You can simply set up starting signal to be fired once Contact receives changes to this specific field. 

Your starting signal can be tickling the "do not use email" checkbox, then reading the last response in bulk email with response=unsubscribe as exactly this response tickled the field. Then you can read the client and add a record to your detail. The last element of the business-process can uncheck the field "do not use email".

Question 

How can I display Account, Deal and Owner in the email notification body, if these parameters are not available in the business process?

Answer

These fields are lookups, so basically there are ID of records, but you see them as Names of Account, Deal etc. There is no option to select these fields since you will only get records IDs (like f78ff882-a7ab-43d4-9e41-d9202d908967). To select names you need to add elements Read Data and read names of Account/Owner and Order number and then use this data in your email body.

Read more about the basic logic of business-process management in the following articles:

• Process elements
• Send email element

Question

We are trying to compare the Parameter Qualification which is Lookup type with value “MCA”, we are getting the following error while setting condition flow.

Answer

You cannot compare lookup field and string value (MBA) since lookup field value in not string but Guid. You need to compare it with record in lookup itself:

Case

I have made a test version of my Business process which reads the Activity data and modifies them. So it doesn't work if in Activity I have more then one item. The process changes only the item which was created first.

Solution

The BP modifies only one records because you set up filters for one record via ID

You can adjust filter to Account=Read Account.Id. In this case all activities will be renamed.