You can create your own custom unsubscribe or preferences webpage that works however you need and maybe uses the Creatio API to communicate with Creatio. As for using that page as the default unsubscribe page, that is a system setting (I think it is the UnsubscribeApplicationUrl setting). You can put whatever URL you want in that setting and it will use that in the subscribe link added to the emails. 

Ryan

I agree, setup in Creatio is not straightforward for a functionality that is crucial today in marketing.

Hello!

Currently, Creatio does not offer a built-in feature to automatically generate a browser version of an email. However, there is an alternative approach that can help you achieve this:

You can design your email template in HTML, and then host its HTML version on a web server or cloud storage that allows public access. This way, you can add a link in your email, such as “View this email in your browser”, which will redirect recipients to the hosted version.

Working with HTML templates gives you maximum flexibility to adapt your email design for different platforms and devices, ensuring consistent display and providing an easy way to share a browser version.

If you could share more details about your desired end result, we would be glad to provide more tailored recommendations or examples for implementation, since it will help us better understand your specific context.

Ok, thank you for your reply. However, I thought you were advertised as a 'no-code' platform?

Hello, 

Thank you for your question regarding sending invoices as PDF attachments to clients through Creatio. It’s a valid and common use case, and we’re happy to provide guidance.

To implement this functionality in a streamlined and automated way, we recommend creating a custom business process in Creatio using the following elements:

1. Read Data – Use the Read data process element to retrieve the necessary invoice information.
2. Generate File – Use the Process file element to create the invoice file.
3. Send Email – Use the Send email element to attach and send the generated invoice to the client.

You can refer to this documentation for a detailed example of how the Process file element works:
🔗 Process file element – Creatio Academy

Additionally, to generate the invoice in PDF format, an external connector is required. We recommend using the AsposePDF connector available on the Creatio Marketplace:
🔗 AsposePDF Connector for Creatio

To trigger this process, you can either:

• Add a custom button to the Invoice section, or
• Configure a start signal to initiate the process automatically based on specific conditions (e.g., invoice status change).

Have a nice day!

Thanks, are there alternatives to the Aspose Connector? The one review is very bad. Also, as we had reports set up for a long time, we are able to convert reports straight to PDF's in Creatio using the Printables function. So the preference would be to utilise this functionality. 

Julia Molnar,

Unfortunately , currently there is only Aspose Connector which is align with your requirements. 

Hello!

Yes, what you're describing is fully achievable in Creatio using a simple business process.

Here’s how it works:

We can create a form inside Creatio (as a section or a page) with the necessary fields: dropdowns, radio buttons, and free-text inputs.

When your sales reps click "Submit", a business process is triggered.

This process will:

1. Read the entered data from the form.
    
2. Format the data into a structured email body (for example, using a table or plain text with labels).
    
3. Send the email to the defined recipient, using Email element. The email body can include HTML for styling if needed.

As an alternative, you can also create a printable form (a printable report template). This report can then be reused within a business process and sent as an attachment in the email - for example, as a structured summary of the submitted data.

Does not appear to be possible without code. The send email process element doesn't expose any properties for the header. 

If you used the code approach, you could make a generic process you'd use as a subprocess. Any process that needed to send email could use that one process. However, you'd lose the ability for an easy designer for composing the email in the process and would have to send HTML to the subprocess to use as the body (not an issue with the subprocess route specifically, but an issue with using code to send the email). 

If it worked for you, you could create the emails themselves as message templates. The subprocess would need to process that template as well to generate the body. At leas that way you could use an easy designer to create the messages instead of just forming the HTML.

Ryan

Hello,

To achieve automatic replies on the first incoming email to your mailboxes, we can suggest to create a business process based on the out-of-the-box "Send Email to Case Contact" business process.

You can take the existing process that’s already in the system as a template and customize it to fit your needs—such as sending a standard reply like "Your request is under review" when a new case is created from the first email.

This way, you leverage the built-in functionality and adjust it to your specific scenario.

Thank you!

You can use the object EmailMessageData (Title "Email message") to know which mailbox (or mailboxes) an email (Activity) is from. Emails are Activity records, but each mailbox connected to Creatio that the email is located in will have a record in EmailMessageData to tie the email to the mailbox. 

One approach would be to have a process listening for Activity added with Type=Email that exist in the mailbox you're monitoring.

Then you do whatever is needed such as create a record in your section. The EmailMessageData object also will let you know if the email is a part of a thread. Then you could use that to determine you need to just add this new email to an existing record vs adding a new record, etc.

Ryan

Hello Ryan,

Thank you for the recommendation. I tried this approach,

but the Business Process wont trigger when an email comes to the specified Mailbox.

I checked from Sql Console the related tables, and the Id that Im utilizing is correct.

But still the Process wont trigger.

Sasor

Hello.

Thank you for your question.

To determine whether an email was successfully sent in your business process, you can utilize the following two columns from the Activity object:

1. ErrorOnSend – contains the error message if sending failed.
2. SendDate – stores the timestamp when the email was successfully sent.

You can use the following logic:

• If ErrorOnSend is empty and SendDate is populated → the email was sent successfully.
• If ErrorOnSend is populated and SendDate is empty → the email failed to send.
• If both ErrorOnSend and SendDate are empty → the email is likely pending or not processed yet.

Based on this, you can use a conditional flow in your business process to update the status in your custom entity accordingly.

Best regards,
Antonii.

Antonii Viazovskyi,

Hi, which filter do I need to apply to the Activity object to select the email I've just sent?

I added the Read Activity step after the Send Email:

Is it correct to read it using the following filter?

Anyway I cannot see ErrorOnSend and SendDate fields in the Activity object. Am I looking in the correct object?

Hello,

Thank you for your question.

If you've created a custom section and want it to appear in the "Connected to" dropdown (e.g., when linking emails in the communication panel), some additional configuration is required. This behavior is not handled automatically for custom sections.

This can only be implemented by development:

1. Add a column to the Activity object that references the desired directory.

2. Find the UId of the column added in the first point (in the directory metadata).

3) Execute the script:
DECLARE @columnName varchar(max) = 'UsrColumn';
INSERT INTO [EntityConnection] ([SysEntitySchemaUId], [ColumnUId])
  VALUES (
    (SELECT
      [UId]
    FROM [SysSchema]
    WHERE [Name] = 'Activity'
    AND [ExtendParent] = 0), 
    (SELECT DISTINCT
      [ColumnUId]
    FROM [SysEntitySchemaReference]
    WHERE [SysSchemaId] IN (SELECT
      [Id]
    FROM [SysSchema]
    WHERE [Name] = 'Activity')
    AND [ColumnName] = @columnName));

Where 'UsrColumn' is the name of the column you added to the Activity object. The script will fetch its UId automatically.

4) select * from EntityConnection order by CreatedOn desc
update EntityConnection set ColumnUId = 'UId column added in the first part' where id = 'UId column from select * from EntityConnection order by createdon desc'

5) Perform a cache clear and log back into the system.

After this, your custom section should appear in the "Connected to" list and allow linking emails or other activities to it.

Please note: This change requires backend access (via SQL Executor) and should be applied carefully.

Thank you!

Hello Valeria,

Thank you for the detailed script.

It's still a bit strange why the "Connected To" appears for some custom sections (created by us) and not for others.

I’ll try you approach

Hello,

Are we discussing marketing bulk emails or regular emails sent via Exchange\SMTP?

Oleg Drobina,

Not bulk.  These are individual emails, sent out to a user (or other person) based on some data entry firing a trigger/process.

Thanks.

Hello Rob,

You can customize your email sending process using the instructions and examples from the article https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/emails/sending-emails/overview.

If you want to add the header to your email you can it by creating the configuration file of the email and specifying the header there.

For example: 

var message = new Terrasoft.Mail.Sender.EmailMessage
{
	// Sender email address.
	From = "Sender@email.com",
	// Recipient email addresses.
	To = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Copy optional
	Cc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Hidden copy optional
	Bcc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	Subject = "Message subject",
	// Email body.
	Body = "Body",
	// Priority, Terrasoft.Mail.Sender.EmailPriority enumeration values.
	Priority = Terrasoft.Mail.Sender.EmailPriority.Normal,
	// Headers you want to add to your email
	HeaderProperties = new List<Mail.Sender.EmailMessageHeader>
	{
		new Mail.Sender.EmailMessageHeader
		{
			Name = "X-Auto-Response-Suppress",
			Value = "All"
		}
	}
};

Hi.

Do you have a newer link?  this one you referenced is broken:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/emails/sending-emails/overview.

Thanks
Rob

Better link here:

Customize sending emails | Creatio Academy