Hello, 

We are trying to Implement a custom campaing element, SMS. 
We are following instructions from this website  : https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/marketing-campaigns-basics/examples/implement-a-campaign-element#title-1455-3
We are facing a issue.
We created a test package named FZCreateCampaignElement which depends on our package FZCustomer360. Other package FZCustomer360 depends on : CrtBaseFinserv,
CrtBulkEmailInC360 ,CrtCampaignElements ,CrtCampaignInC360,CrtCampaignUtils,CrtContactToLeadInC360,CrtCustomer360App,CrtDigitalAdsInC360,CrtEngagementInC360,CrtEventInC360,CrtFinservSalesAndServiceApp,CrtLeadOppMgmtInC360,CrtOpportunityInC360,CrtSLAInC360,MarketingCampaign

Successfully we did this steps : 

1. Create a marketing campaign element
2. Create a property panel for the campaign element
3. Add the element to the element area of the Campaign Designer

At step 4 when (4. Create an executable element for the campaign element ) we created   executable element, we could not publish it since the class CampaignFlowElement could not be inherited.


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Hello,

Please reattach your screenshot since its corrupted and cannot be reviewed. In general please make sure your package where the element is developed is not the assembly package and that the product that you are working in is of marketing build (like sales-enterprise-marketing-service-enterprise).

Hi Enjio! How are you? As a quick workaround, you could use "Add Data," element add a record, for example, in a "LogSMS" custom entity, and create a BP that has a trigger on that table and the logic for sending the SMS.

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Hi There, 

I just installed and configured the Twilio connector for Creatio https://marketplace.creatio.com/app/twilio-sms-connector-creatio 

 

I can now send sms through Creatio, which is great. Unfortunately there are a few things that don't work as per the instructions provided. 

1 the sms sent status stays "Queued" although the sms is delivered

 

2. I'm unable to receive messages. In Twillio Console, I can see that the sms was sent. However, it doesn't appear in Creatio 

 

Any feedback or hints would be greatly Appreciated! Thank you!

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Julia Molnar,


The guide states that the format for the "Twilio SMS Service URL" system setting is as follows:
{{YOUR_CREATIO_URL}}/0/ServiceModel/DlbSmsService.svc/
For example: https://sitename.creatio.com/0/ServiceModel/DlbSmsService.svc/
 

The URL https://85-XXXXXXX-164.ngrok.io/ is used in the video tutorial purely as an example and is not relevant for production purposes.

Hi Julia Molnar,

This connector requires a configuring of an anonymous web service to receive SMS status and answers.
Has it been configured?

If not, please make the following:

- On the listing page, go to Installation tab
- In "Guides and manuals" block, follow the steps from paragraph 3.
 

Hi Oleksandr Bilousko,

thank you for your reply, I indeed hadn't completed this step yet. I have since asked the Creatio Support Team to set it up and I have tried both different settings in DlbUseBackgroundTask sys setting. However, I'm still not seeing any changes in the behaviours described above. (not able to receive sms and not changing the status from queued to delivered). Any further assistance would be greatly appreciated.

 

Julia Molnar,


Please check that the Webhook URL value on Twilio corresponded according to the instructions

Hi Oleksandr Bilousko, I double-checked all the settings in Twilio and cross-checked them with the System settings "Twilio SMS Service Url," and they seem to match the instructions. Please see screenshots below. 

Twillio Console setting

https://85-XXXXXXXX -164.ngrok.io/0/ServiceModel/DlbSmsService.svc/ReceiveSms

 

Creatio System setting

https://85- XXXXXXX-164.ngrok.io/0/ServiceModel/DlbSmsService.svc/

Julia Molnar,


The guide states that the format for the "Twilio SMS Service URL" system setting is as follows:
{{YOUR_CREATIO_URL}}/0/ServiceModel/DlbSmsService.svc/
For example: https://sitename.creatio.com/0/ServiceModel/DlbSmsService.svc/
 

The URL https://85-XXXXXXX-164.ngrok.io/ is used in the video tutorial purely as an example and is not relevant for production purposes.

Thank you Oleksandr Bilousko,

That worked. Thank you very much for your patience in assisting me in getting this issue resolved!  

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Hi everyone!

The month has just begun, and we already have +1 published solution on the Marketplace - Twilio SMS Pro integration for Creatio.

The connector adds the ability to send and receive individual messages and also send mass mailings to a group of contacts. Some key features:

  • Possibility to manage messaging statuses and receive graphic statistics on sent & received messages.

  • The recipient can follow the link in the SMS or provide feedback;

  • Possibility configure the business process to send an SMS after any activity in the Creatio system;

  • Ability to set a timer for sending SMS and much more!

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Dear colleagues

 

I'm trying the connector, but have several doubts, please anybody can help me?

 

  1. Sent (confirmed) SMS didn't updated on Creatio, Delivery status remains Queued forever. Is that a limitation of the integration or a limitation of the Trial Twilio account?
  2. Also didn't receive responses from sent SMS, if a user answer a received SMS on Creatio this SMS is not received
  3. When I sent an SMS from a process if I want to connect the SMS with another object than the contact I didn't find how to get the id of the sent SMS, so the User task the connector provides, hasn't provided the id of the sent SMS, the only id or lookup I can get is the contact id. How can I determine the id of the sent SMS?

Thanks in advance

 

Best regards

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Hi Julio,

The responsible team released the updated version of the connector where issues 1 and 4 have been fixed. This package is already available on Creatio Marketplace. Please install the new package version and check the updates.

I have no news regarding the third issue. I will keep you updated.

sorry I forgot another problem I'm having. When I sent the same message from a process, 2 SMS were sent, if I send one from the contact, just send one. Some idea what could be wrong?

With this process 2 SMS are received

Hi Julio,

We have updates regarding your questions:

1. We reproduced the issue with Queued Delivery status and submitted it to the responsible developer.

2. We require more information to investigate the second issue. Please check whether the sent SMS appeared on the 'Messages log' tab in your Twilio account.

3. This feature is not supported in the user task. I have forwarded your feedback to the responsible developer.

4. We require more information to investigate the issue with 2 SMS sent by the process as well. Please make sure that only one instance of the business process was run in the Process log.

Thank you and we await your reply.

Irina Lazorenko,

Hi Irina,

 

Thanks for your reply, and please confirm us as soon questions 1 and 3 were resolved.

  • Regarding question 4, the sent SMS's were managed by an internal from the connector, the User Task called “Send SMS through Twilio”.
  • Additional info regarding what was happening here is:
    • When sent an SMS from a user process using this User Task, we receive the most of times the SMS twice, but always two SMS records are created on Creatio Section DlbSmsMessage
    • When sent an SMS from the communication panel of a contact it works OK, and just one SMS is delivered, so this symptom reinforces the suspect the culprit of the 2 sent SMS and created records, was the User task “Send SMS through Twilio
  •  Regarding question 2: We won't need to solve this "problem" for now because:
    • The client confirms that he will not need to receive SMS, only send.
    • The problem could be related with a numbering issue due to the Twilio provided phone number to send SMS. Current provided number is from the USA/Arizona, and we need to send SMS to Spanish numbers, so could be there some restriction to Spanish numbers to send/answer SMS to a foreign number…
    • When our customer needs to receive SMS, we will be back to determine where the problem is: The provided numeration, some Twilio restriction or whatever

 

Thanks again and best regards

 

Hi Julio,

The responsible team released the updated version of the connector where issues 1 and 4 have been fixed. This package is already available on Creatio Marketplace. Please install the new package version and check the updates.

I have no news regarding the third issue. I will keep you updated.

Irina Lazorenko,

Thanks Irina, we will check it right now

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Hi Creatio Community!

We are looking for an add on for capturing MSM texts with our customers. We don't need to send out Mass Text messages. We would just like to be able to easily log the text messages as an activity in Creatio. I have looked through some add ons already and you have to pay per message. Is there an easier way to do this? Or what add ons have you used?

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Hello,

Here is the SMS extension that usually used for sending single SMS messages:

https://marketplace.creatio.com/app/infobip-connector

It also has the option to record the sending instances on the activity detail.

 

Regards,

Dean

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How can I receive SMS messages in a process ?

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In nutshell, configure your SMS gateway to call web service on your BPM instance, then you should configure process to be triggered by that web service call. 

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Hi,

 

Is there a way of sending an SMS from a business process?

 

Thanks in advance...

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Hello,

You will be able to send an SMS if you install the specialized application from the marketplace, for example, "SMS Sender for bpm'online" application (https://marketplace.bpmonline.com/app/sms-sender-bpmonline). For now, it is one way to send an SMS from a business process.

Best regards,

Anastasia

Thank you, Anastasia!

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