Hi!

I want to use localization in Marketing Emails. Adding a localized Message-template in a bulk email seems not to work. Does anyone have experience with localized marketing emails?

 

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I've created a process that send email.

I'm trying to inject process parameters into an HTML element of a custom email template, But the values are NOT populated into the html output.

 (see attached screenshot..)

 

Thank

Eran 

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 Hello Eran, 



in order to do that first you need to add a block to the designer, and then add a text element. When you click on the text element, you will see at the top corner a thunder. If you click on the thunder you will be able to add your parameter to the text element.



Then, you need to click again on the text element, and you will see near the tunder another button, which has a tag inside <>, it is called "Edit source HTML code". You can click on it and it will show you the HTML for this text element, including the HTML for the parameter. Now you need to copy the  HTML code for this parameter (it will be an image tag) .



Then, you can go to the HTML block where you want to use this parameter, and paste it.  This will be enough to pass the parameter.

Also, you can create a parameter at the HTML element, and at the  "Value" field, you can pass this image tag that represents your parameter. 



Both options are valid to pass a parameter to your HTML element. I'll attach here photos showing how to do the steps mentioned above.

 

Best regards,

Dariy

 

 

Hello Eran, 

 

following our conversation over the email, I'll share here as well the two ways to dinamically insert Id's into a link, in order to use that link at an email.

 

-The best one is creating a formula where you will concatenate two strings, the URL + the activity ID. 

You just need to create a formula before the email and modify the strings like this

"http://my.domain.com/0/Nui/ViewModule.aspx#CardModuleV2/ActivityPageV2/edit/"+[#Parameter 1#]  

I'll attach a photo showing how you can do this.



After that, your Parameter 1, will be a ready to use link with the ID attached at the end.

Now you can insert it into a text block (clicking on the thunder icon as I've shown in photos from previous messages) .

Or you can directly insert the img tag into the HTML code, you dont need to use the <a> tag because the img tag will be automatically converted to a link once you send the email. The formula will be responsible to merge the dynamic value of the parameter with the URL, and when you insert that into the email it will be a ready to use link.





-You can also create a text block in the email, then copy and paste the URL, after that you insert the Parameter with the ID, and then you put quotation marks between them "http://my.domain.com/0/Nui/ViewModule.aspx#CardModuleV2/ActivityPageV2/edit/[#Parameter 1#]".

This method is less desirable to use but i'll also attach a photo showing how does it look in the email designer.

 

Best regards,

Dariy

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Hello Community!

I am using an Add-On, Send Email with Attachements from MarketPlace. When i try to Create an Activity (picture below) and then Save the Busines Process, the activity that I I created is not saved. Is there any Fix to this Bug ?

As soon as i try to create a connection(image below) , and try to save , the process of saving doesnt work ?

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Hello Petrika!



The add-on does not support this functionality.

However, Creatio includes a similar functionality out-of-the-box since version 7.17.1.

I recommend using the standard "Send Email" element in business processes.

 

 

 

 

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Dear Community,

 

I'm creating a section with a case where an email will be sent as soon as the approval start.

Is it possible for the one receiving the email to approve from the email rather than having to log in?

https://prnt.sc/26kta19

 

 

Kind regards,

Yosef

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Hello Yosef,

 

Unfortunately, it is impossible to implement your business task, as for now.

But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  

 

Best regards,

Bogdan

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Hello,

 

How may I suppress merge fields in templates where there is no data. For example in the below, the Lead does not have data in Address 2.



Word reports easily accommodate this however, how may I handle this with email templates?

 

Using Studio/Sales vrs: 7.18.5.1500

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Hi Thomas,

 

Unfortunately, it is not possible to achieve this in the current version of the application.

We have a task for our R&D team to have an option to display an empty string instead of the macros code on the yellow background so it will be added in future updates.

 

Best regards,

Max.

Max,

Really disappointing that a basic problem like that that has been solved by other products for years was missed here. This can make using email templates completely unreliable.



Thanks for the reply. Is there a comprehensive list of what does not work and what is in the backlog on being worked on?

You are able to do it. Basically, you create two different blocks.

One showing the row with the Address and one without.



Then use Rules & Dynamic content to show the appropriate Block for every Contact.

 

Perhaps this method only'll work for Bulk and Campaign Emails. I'm note 100% sure. But you can try!

Julius,

 

I appreciate your creativity here. I believe that using dynamic content requires the Marketing Module which we have yet to implement.



Tom 

Try navigating to the Email Templates section under the Studio Workspace. Maybe you don't have the new Email Designer? Marketing licences may be required for this? What Creatio version do you use?

I think it'll work on 7.18.3 and newer

We use the latest cloud version, I created the templates in Studio but we do not have the marketing module. Dynamic content should work however, these are basic user follow up emails and this issue should not even exist in 2022. Our users will need to review and delete these empty fields which is inefficient and disappointing.

 

I appreciate your knowledge and assistance.

 

 Tom

Max,

 

Or anyone at Creatio who can help with this... clearly there is a function #deleteifempty# which is included in one of your base sample templates, "Template for new invoice approval notification (US)".



I need someone to explain how this works, I tried the code in HTML and it did not work, instructions please!!!



Thomas Colby,

 

Were you able to find a solution? we are having the same requirement with no success to how it can be achieved.

 

Thanks,

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Hi Everyone, 

 

I am trying to send emails with custom templates but the tool of the process designer won't show me my custom templates.

Anybody has any idea about the issue?

thank you in advance !☺

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Hello Federica,



Please contact our support team for further investigation: 

support@creatio.com

 

Best regards,

Bogdan

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Hi folks, 

 

Does Creatio have the ability to link email templates to the web-hosted version of them? The use case is to help recipients who either can't view HTML emails, or have image downloading switched off, to view the full version of an email.

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Hello Kavian,

 

Sorry for re-asking, but could you please provide more examples or re-phrase the request?

 

Thank you in advance.

 

Best regards,

Roman

Hi Roman,

 

This feature is a small piece of hyperlinked text usually found in the header of an email to offer the recipient an online version of the email, for reasons such as trouble viewing HTML messages or have image loading turned off.

 

 

Kavian Abhari,

 

Thank you for specifying!

 

The only solution on how to make a link in the template is to input that link to the text.

 

You can find more information on it here:

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

 

Hope this helps!

 

Thank you!

 

Danyil

 

 

Thanks Danyil,

 

actually what we are looking for is not how to add link to the email body, and more where that link leads us.

The question is, if Creatio has the ability to store the web-hosted version of the emails? The use case is to help recipients who either can't view HTML emails, so they can click on "View in browser" link and view the full version of an email.

 

Thanks,

Dear Kavian,

 

Thank you for your question!

 

We have checked this option with our RnD and they have advised us that currently there is no such option in the system as Creatio has massive mailings with millions of audiences and it is not possible to store a letter template for each recipient.

 

Hope this clarifies!

 

Danyil

 

I'll try to explain. We have the same question. The question is not to store each email instance sent, because they are the same per email template. The idea is to automatically upload the template to name_of_company.creatio.com/bulk_emails/bulk1.html and embed the link into the email automatically. Like "unsubscribe" link is provided automatically. Because currently, we do it manually to the site of our company. And that's annoying. Someone in our company starts proposing to change the email provider to something like Klavio. Not very pleasant. It's not something exotic to make. Should I start the new "Idea" thread or you will share the proposal to RnD?

Yuriy Konstantinov,

 

Hello!

Sorry for a delayed reply! Unfortunately, as of now,  there is no such basic functionality. 

For this functionality Creatio should know the link to the email itself while sending it, however, Creatio generates the content and sending it to the email provider, who saves the email and then perform the delivery. This way email is not being saved in a system, Creatio only saves some kind of log (activity) and doesn't know the link to the email itself while generating the content.

But if you are using ElasticEmail provider, there is a way to use "View in browser/View online" link in the email body to form the link to a web version. In order to do so, the <a href="{view}">View On Web</a> construction should be added to the HTML-code of the text element. 

Let me just mention, that this option works only for ElasticEmail provider as it's their macros. 

Also, we have already registered the corresponding query for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

Thank you!

Best regards,

Anastasiia

 

 

 

Anastasiia Zhuravel,

Hi Anastasiia,

Does the html page generated by ElasticSearch have an expiration date?

Is it possible to know what "macros" like {view} ElasticEmail provides ?

Stefano Bassoli,

Hi

I've found this article on ElasticEmail How to use merge fields | Elastic Email Help Center

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Hi,

I have a sales license but when tried saving an email template I got this message:

A license to perform this action is missing. A system administrator can use the license manager or the user page to redistribute available licenses

Also tried with a service license and got the same message.

Thanks

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Hello Chani,

 

Thank you for your question! 

 

It depends on where you are trying to save a template. Please, confirm where you are working on it (what do you click on before you reach the template?

 

Kind regards,

Anastasiia

I followed the instructions on this page: 

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

  1. Go to the [ Marketing ] workplace and open the [ Email ] section.

  2. Click [ Add ]

There I can't click the [Open designer] and can't save.

 

Maybe I'm wrong with I'm doing, I want to create new template in order to use that in the [ Send email ] element in business process or in cases. (not for campaigns)

Is there a different place I have to do that?

Thank you!

 

Chani Karel,

 

Thank you for your answer. Yes, in order to work with templates there - you need a marketing license as well. 

 

There is also a section Message Templates, in Studio workplace. You can create email templates there as this section is not related to marketing emails.

 

Kind regards,

Anastasiia

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Hello,

 

Please let me know if it's possible to add my own picture as background and other font in email template? 

Thx,

 

 

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Dear Patrycja,



If we are talking about bulk emails, you can go to email designer and try the needed settings there:



 

 

In case you need to set this background for the regular emails, unfortunately, it will not be possible.



Best Regards,

Ivanna.

 

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Hello,

 

I have a problem with an email notification in a custom section.

I made a process to notify if a specific field was changed

In the notification I have three object links, one for the account, and the other two for custom objects.

 

One of the custom links work fine but the other doesn’t

 

These are the links generated:

 

Work: https://.../Navigation/Navigation.aspx?schemaName=Account&recordId=d7c1a5da-f347-417a-9aea-dbbc0f699220

Work: https://.../Navigation/Navigation.aspx?schemaName=UsrContratosSM&recordId=5d826a96-0edd-493d-8391-6903783e95cf

Don’t work:  https://.../Navigation/Navigation.aspx?schemaName=UsrGarantias&recordId=bc0d300f-8c61-47a4-b280-c9a672559c2c

 

(replaced server for … )

 

When I open the third one, it redirect me to the opening screen and not to the specific record.

I just checked the ids and are the correct ones.

I compared both objects UsrContratosSM and UsrGarantias but I don’t see differences.

 

Any help will be appreciated.

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Hello,

 

I'd suggest to approach the support team via support@creatio.com to have a closer look at the process.

It is hard to determine the root cause without having the access to the process itself. 

 

Regards,

Dean

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