email templates

What license is needed to Create an email template?

18:46 Oct 20, 2021

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

3 comments

Anastasiia Lazurenko

10:13 Oct 21, 2021

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

Chani Karel

13:40 Oct 21, 2021

I followed the instructions on this page:

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

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

Anastasiia Lazurenko

20:32 Oct 21, 2021

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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email templates

background

Background in email template

Patrycja

11:13 Sep 15, 2021

Hello,

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

Thx,

1 comments

Ivanna Yatsura

15:19 Sep 15, 2021

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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email templates

custom

Object link in notification is not working

Cesar Jaramillo

17:19 Jun 22, 2021

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.

1 comments

dean parrett

09:47 Jun 28, 2021

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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email templates

Sales_Creatio

7.14

Number format in Email template

Matias Odriozola

17:39 May 17, 2021

Hello,

In our Creatio CRM we have a number of email templates that display numbers related to currencies and other values. Our client has requested a specific format that requires to have certain thousand separator (10,000,000.00).

We haven't found any way to specify format in the email macros. Does anyone know of a way to achieve this in an email template?

Thanks, regards.

5 comments

dean parrett

19:52 May 18, 2021

Hello,

The macros take the actual value in the database. If you have 10,000,000.00 on UI, in the db you will have 10000000.00. That's why macro value has no separators. Currently it is not possible to add comma separators in macros. We have active task in our backlog to implement this logic for macros as well, but it will be available in future application versions.

Regards,

Dean

Kieron Moran

15:20 Nov 01, 2023

dean parrett,

Has there been a release to fix this issue?

As far as I can see it has not changed.

Mira Dmitruk

15:36 Nov 01, 2023

Kieron Moran,

We have checked this and this functionality has not been implemented yet.

Kieron Moran

16:33 Nov 01, 2023

Mira Dmitruk,

Do you know when it will be implemented? The original question was asked 2.5 years ago.

Yuliya Gritsenko

17:16 Nov 01, 2023

Kieron Moran,

Hello,

Unfortunately, we do not have an exact ETA at the moment.

Once it is implemented, it will be mentioned in the Release Notes at https://academy.creatio.com/docs/release

Best regards,

Yuliya

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The 'Static' replica's template size exceeds the limit

Kavian Abhari

21:52 Jan 14, 2021

Hi all,

When I add a template to be used in bulk email from 'Email templates' section, upon saving, I am receiving this error:

"The 'Static' replica's template size exceeds the limit" which described as "The template can not be added to the bulk email, it’s (2.69 MB) more than maximum allowed size (5 MB). Edit the template or select the other one."

Any guess what might cause this issue?

1 comments

Best reply

Danyil Onoprienko

15:41 Jan 15, 2021

Dear Kavian,

It seems that the template could not be saved due to its total amount. The total amount of the template includes the template itself, the added pictures and the text.

To resolve the issue, you can compress the pictures or indicate them with a link. We can recommend the following online file compression services:

https://www.cloudpresso.com/

https://www.clipcompress.com/

In addition, if the online file compression services don`t work for you, you may take a screenshot of the picture, upload it to the cloud, and specify the resulting link in the appropriate field.

We are sorry to say but unfortunately, there is no way to view the total template weight in the application as of now. There is a task registered for our R&D team to resolve this issue in the future.

Thank you for your question!

Sincerely,

Danyil

Danyil Onoprienko

15:41 Jan 15, 2021

Dear Kavian,

Thank you for your question!

Sincerely,

Danyil

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Discussion

Macros

email templates

template

Add detail in the selection of a possible macro

Marvyn

11:38 Oct 19, 2020

It can be really great to have the possibilty to choose one field of one detail as a macro for one email template, currently we have to create a source code for any field for which we want to place in the email template.

Do you like this idea?

4 comments

Roman Brown

20:49 Oct 19, 2020

Dear Marvyn,

Can you please provide us with more details on your idea?

We would like to have a better understanding of functionality you would like to see in Creatio.

Kind regards,

Roman

Marvyn

10:20 Oct 20, 2020

Roman Brown,

Of course, let's me explain the idea:

When we are creating an email template we have the possibilty to select basic or custom macro in order to personalize the email for each contact, but when we are selecting custom macro we don't have the possibility to select one detail (so one object) which is linked to the contact.

An example just below :

This is a free trial platform, and in this platform we have the contact in which we have some details like : Job Experience

And when we are creating an email template, and choose custom macro we don't see the detail (so the object with which this detail was created) and we don't have the possibilty to choose one field of this detail.

As you can see there aren't any possibilities to choose "Job experience" so this is this idea which i want to put the light on.

Thanks a lot Roman.

Roman Brown

21:41 Oct 20, 2020

Hello Marvyn,

Thank you for proposing this idea.

We already have a similar request for extending this functionality in Creatio registered for the responsible R&D team.

We will add this idea to their backlog so to increase it's priority.

Kind regards,

Roman

Pavlo Sokil

13:29 Jan 30, 2023

Martin Büchler,

Good afternoon,

Unfortunately, the idea is still under development, we do not set a time frame for its implementation and start from their priority.

I raised the priority of the idea by adding your appeal to it, so this feature may appear faster in future versions.

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Attachments for Email Templates

Mitch Kaschub

20:22 Oct 09, 2020

Is it possible to create an email template (email templates lookup) that has fixed attachments such as a ms word or ms excel file? For my use case this would be for emails being sent OUT of Creatio from a synced mailbox TO external customers who do not access Creatio, instead they just receive an email to their normal email service such as gmail or outlook.

1 comments

Angela Reyes

21:44 Oct 09, 2020

Dear Mitch,

Unfortunately, it cannot be done since email templates do not have required architecture for storing attachments. As a workaround, you can use this application: https://marketplace.creatio.com/template/send-email-attachments

Best regards,

Angela

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CSAT use case in trigger emails

Kavian Abhari

18:15 Aug 13, 2020

Hi all,

I have a use case to show CSAT measurements in a regular triggered email. Is this possible? I tried to add them to bulk email template but was not able to find the proper macro for doing that.

Thanks

3 comments

Bohdan Zdor

17:11 Aug 14, 2020

Hi Kavian,

You can create a bulk email template with marks in it (e.g. from 1 to 5) and bind a link to each button to track it.

When someone clicks on a mark, a specific campaign flow will be started.

You will be able to aggregate clicks analytics then.

Also, you can automate the aggregation process by creating a business process to analyze clicks.

Thank you for choosing Creatio!

Kavian Abhari

00:40 Aug 20, 2020

Thanks for your explanation.

In order to add Marks in the email template, I have to use "Image"? Or is it any other way?

Thanks

Bohdan Zdor

03:37 Aug 24, 2020

Kavian Abhari,

Yes,

you can use images and bind a link to each button image.

Thank you.

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Sales_Creatio_enterprise_edition

Is there any way to add a Newline into email template through macros field?

Yuriy Konstantinov

10:07 Aug 06, 2020

I have some strings in email template, separated by Newlines:

Text1
 
Text3

Depending on a condition, Text2 could be added between:

Text1
 
Text2
 
Text3

To achieve this, I add [#UsrText2#] custom macros field of type string:

Text1
 
[#UsrText2#]Text3

But I can't can't make [#UsrText2#] contain NewLine. So result is:

Text1
 
Text2Text3

Email is sent with business process automatically.

How could I add a Newline? Neither Environment.NewLine nor \r\n, \n work.

Text1 and Text3 could also be dependent on conditions, so I don't want multiple templates for different combination of conditions.

5 comments

Best reply

Yuriy Konstantinov

14:31 Aug 06, 2020

Amazing!

Solved with <br/>

Julius

11:28 Aug 06, 2020

Yes. You make different Blocks.

Then you show the Block that matches the recipients information.

One block is

Text1 [#UsrText2#] Text3

Next block is

Text1 Text2 Text3

Then you just set them up so either one or the other is used with conditions.

Angela Reyes

11:53 Aug 06, 2020

Dear Yuriy,

If this email is sent via business process it will be easier to just create several conditional flows based on record conditions and create a template for each condition. Since there is no option to set up dynamic HTML in the template this will be the best option.

Best regards,

Angela

Yuriy Konstantinov

12:58 Aug 06, 2020

Angela Reyes,

This is what I'm afraid of. We have a minimum of 2 conditions. They will give 4 different templates. If one more condition is added, there will be 8 templates and 8 flows. But we really need these lines separated by newline. Each optional string needs to have 2 Newlines. This is the desired result:

Text1
 
Text2(optional)
 
Text3
 
Text4(optional)
 
Text5

What I get currently:

Text1
 
Text2Text3
 
Text4Text5

Yuriy Konstantinov

12:59 Aug 06, 2020

Julius,

Thank you Julius, I didn't say, email is sent automatically with a business process.

Yuriy Konstantinov

14:31 Aug 06, 2020

Amazing!

Solved with <br/>

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Send email template as parameter

Kevin Brady

21:52 Jul 08, 2020

Hello all,

I am trying to create business process where the user is able to select an email template, decide whether or not they want to include the attachments from the object in the email (i.e. if they are sending from a document record, include the attachments from the document record), and then have the chance to customize the email before sending.

I have figured out a couple ways to include the attachments with the email but I can't figure out how to allow the user to select the template. Is there a way I can pass an email template into the "Send email" Process element?

2 comments

Angela Reyes

16:29 Jul 09, 2020

Dear Kevin,

You can use Auto-generated page and show lookup with templates so the user could select them, or forward the user to Templates lookup. Process "Send email to case group" is a great example of how to fill macro values in the template and then send it as an email automatically. Check "Handle template for email with macros" element for more details.

Best regards,

Angela

Solem Khn

16:52 May 04, 2021

Hi Kevin,

I am curious what did you do to solve your problem?

I am experiencing a weird bug now actually. Every time i visit my business process it clears the templateId i set on advance mode.

Can you enlighten me?

Best Regards,

Solem

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