Hello,

Please note that when migrating packages between environments, the version of the sites must be the same, otherwise, you may not be able to migrate functionality or the packages may not be installed successfully.

Hello,

Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to the body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf.

But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this

https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.

Bogdan,

Hello thank you for your reply. I'll find a way to generate a link of my file and use it within a bulk email

Hi Robert,

As for now, sending trigger emails to the users with the "Do not use email" checkbox is currently not possible via basic tools. 



We've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Hello Bogdan,

thanks, I already know that, because that's the same answer I got from the support...and that'S also the reason I'm trying my luck with the community!

BR,

Robert

Dear Ismet, 

using the campaing elements this would be not possible, you would need to use a business process for this. You can create a signal that will be triggered by the condition that you desire. After that you can create in the business process an email that will be automatically sent to the contact owner.                                                                                                                                                        Business process designer article: https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…

Signals article: 

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Business process event:

https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…

Thank you for contacting us.

Dear Francois,

Unfortunately, it is not possible to use each email from contact or account as only 1 (primary) can be used upon Bulk Emails or Campaigns.

Best Regards,

Ivanna Yatsura.

From the Out Of The Box...That's what I thought.

Let's see if the following works : 

- If I put all my Emails in the LEAD section.

- If I CREATE a UNIQUE contact record for each LEAD (EX:    first name = Communication Profile   and  the lastname = of John Smith)

- If I CREATE 2 custom lookup fields (Ref-Contact and Ref-Account) in the LEAD Section

- For each LEAD...I assign the proper Contact/Account using the custom lookup fields

- If I CREATE a  custom lookup field in the LEAD object to categorize what I can send to that Email  (Promo, Invoice, Order confirmation, Newsletter,...)

I should now be able to create a Bulk email or Campaign,  assigning any LEADS into the audience and still have access to the CONTACT or ACCOUNT data associated to the LEAD.

The TRACKING of all Emails should be visible in the LEAD Section.

Is there anything wrong in this logic ?

Ivanna Yatsura,

Can you validate my proposal ?

Francois Breault,

You are thinking in the right direction. What you have described should work just fine.

As for the "Tracking of all emails visible in Lead Section". Could you please elaborate a bit on this question?

Max,

 I'd like to display when the contact has RECEIVED the message, OPENED it. CLICKED in a link, REGISTERED from a webform, DOWNLOADED a file.

Francois Breault,

It's possible to do this through development. 

Here is a link to the Academy article about setting up tracking of lead sources that you might find useful.

Hi Mayan,

You can either change the value for the BulkEmailHourlyStatisticPeriod system setting (this is a system setting code), or you can create a filter in the Contacts section and specify time periods you need. The object to call in the filter is "Response in Email (by column Contact)" and the filter is something like on the screenshot below:

Best regards,

Oscar

Amritha,



As one of the options you can build an advanced filter in Contacts section. You need to set the filter to click through links with email(by column Contact) exists and add Link and choose the Link you need. So ultimately your filter will look like following: 





Best regards, 

Yurii. 

Thanks Yurli.

Hello Fulgen,

Mail systems evaluate sender reputation scores before placing emails in the “Inbox” of a recipient. Use the following guidelines while sending bulk emails:

1. Use an email address that contains your own domain name for your bulk campaigns (e.g. 123@example.com, where “example.com” is your domain address). We also recommend sending business and marketing emails with different domains to avoid potential spam complaints that may affect your business correspondence. Using free mail services may increase your chance of ending up in a recipient's SPAM box, so we do not recommend using Gmail, Yahoo.com, and Hotmail.com for your bulk email campaigns.
2. Verify your sender’s domain on a DNS server to increase email deliverability and prevent any unauthorized mailings on your behalf. The verification process is covered in the Email domain verification Academy article. 

Check your rating on sender reputation score services like https://www.senderscore.org/. Please note that IP addresses with reputation scores below 70% get aggressively filtered.

Please, let us know in case any further information is required. 

Best regards, 

Olga. 

Olga Avis,

 Question about senderscore.org. The site takes an IP-address. How do I know what IP-address is sending ny Campaign and Bulk Emails from Creatio?

Hello Julius, 

The information about IPs can be obtained from the Creatio Support team since it is necessary to contact the email provider. 

If you would like to know the IP address, please send your request to support@creatio.com with the specification of your Email API key. 

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

Best regards, 

Olga. 

Dear Harvey,

Thank you for your question!

Please be advised that the only way to implement a similar logic to the one you are mentioning would be using the additions Arrow`s functionality.

When you click on a Conditional Flow Arrow you may choose the "Set up responses for transferring participants" as in the screenshot below:

You may use the "Filter conditions" and the "Email delivered" options to set up the logic you require.

In addition, you may follow these links below to read more about Marketing Campaigns:

1. https://academy.creatio.com/docs/user/marketing_tools/marketing_campain…

2. https://academy.creatio.com/docs/developer/elements_and_components/mark…

Hope this would be useful!

Please do not hesitate to contact the Support team in case you have any additional questions!

Regards,

Danyil

Yeah, so this is the fairly unintuitive and cumbersome implementation I was referring to - for one, each path has to be set up to have the same delay and then each of the conditions has to be entirely complete and mutually exclusive, otherwise I assume the behaviour between overlapping conditions would just end up being one of them gets picked randomly (as far as the user is concerned). A minor change which would improve this would be to add some kind of priority to the options, so path A's conditions are checked first, B's second etc, but that would still require setting each delay to the same value manually which is a pain.

As mentioned in my post, these conditions on the transitions as they currently stand with email action conditions separate from other filter conditions also leads to needing 2 transition paths between the same 2 campaign elements in certain circumstances to represent OR groups, such as the one I laid out in my initial post - this is incredibly unintuitive for developers, let alone end users, I would argue.

I would be very interested to know how Creatio teaches marketing end users to use the marketing campaign flow designer, as beyond very basic flows it feels like things get unintuitive quite fast.

In fact, I've just noticed it is not possible to set up 2 transitions from one element to another, so some transitions conditions are actually impossible to implement in the Campaign Flow! My example is that you have an email sent out, and the following transition logic from that email step:

1. Transition to element X if the email was opened and the Lead's score is greater than 3

2. Transition to element Y otherwise (i.e. the email was just delivered OR the lead score <= 3)

As far as I can tell, this is actually impossible to implement in Creatio because the email result conditions cannot be OR'd with the data conditions, and you cannot set up 2 flows out of the email element into the same step (step Y in this example) as a workaround.

Dear Harvey,

Thank you for your patience and dedication to this question!

Please be advised that we would recommend contacting your PSM or CSM manager directly in regards to the Creatio Platform training.

In addition, I have double-checked the initial question about IF\ELSE logic and I can confirm that the "Conditional Flow" arrow is the only option to perform the desired logic.

Please be advised that we have made an Idea-request for our developers to review about this question.

We appreciate your cooperation!

Regards,

Danyil

Thanks Danyil, I did find a workaround for adding the conditions I mentioned, which is to have conditional flows out of the Email step *only* based on email response (opened, delivered etc.) then have any additional data conditions on flows leading out of a dummy step afterwards (I used a timer set to "Every day" and the time period to cover all times). Obviously this isn't the most intuitive solution for marketing end users, especially given the use of a timer step as a dummy/decision step - it would be useful to have a decision step similar to how the XOR element is used in Business Processes at least.

Dear Shailey,

If a user replies to your email, you should receive this reply at your sender email box. In this respect, you may add this mailbox to your profile as a regular one and see all incoming replies from the recepients. Also, the bulk email supports email clicking statistics

You can see the amount of opened emails and amount of clicks on the links in the email template. You can add a link for the replies to your template and once the bulk email campaign is completed - you will be able to see the amount of clicks that corresponds to the recepients' replies.

More details on click statistics can be found here https://academy.bpmonline.com/documents/marketing/7-13/click-stats-tab-email-page

https://academy.bpmonline.com/documents/marketing/7-13/how-set-bulk-email-click-tracking

Best regards,

Dean

So , in future If I want to track the number of contacts replied to my bulk email , how can i  do that . 

I figured out how to bind a contact with the email response Also  how a bulk email 'Contact' is marked  as 'Lead' in BPM'Online. ?

Dear Shailey,

In future, you may either add a new mailbox to your bpmonline profile to see the incoming emails from the recipient or also set up the clicking statistics if your emails will have the reply link in its text. As for leads, If a contact from your bulk email audience was created while creating a lead, you can see it on a contact page in the history tab http://prntscr.com/no10mp or vice versa on a lead page http://prntscr.com/no116w

Best regards,

Dean