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!













 

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

Kavian Abhari,

Yes,

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



Thank you.

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.

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

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

Julius,

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

Amazing!

Solved with <br/>

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

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

I have the exact same problem that Solem Khn describes. Has anybody been able to fix this or is there any workaround?

Hello,

You need to create a process parameter like on these screenshots https://prnt.sc/rqteet -> (here you need to specify "Formula" value) https://prnt.sc/rqtf1u and use this parameter as a macro in your email template https://prnt.sc/rqtfpg and https://prnt.sc/rqtfz1. As a result, email received will contain current date and time (at the moment of email sending).

Best regards,

Oscar

Dear Amy,

When clicking on this shortcut http://prntscr.com/qu37nj the new email designer has the option to select the template http://prntscr.com/qu3816 & http://prntscr.com/qu39b4

If for some reason you do not have this option or do not see the templates, we suggest you to contact our support team via support@creatio.com to look into the issue in your particular environment.

Best regards,

Dean

Dear Dean Parrett, this is exactly the section I'm referring to. We see the email icon, we see the template icon, but when we access it from this view the list is empty. How do I ensure the templates display here?



Thank you!

Amy

Dear Amy,

It is quite hard to say why you cannot see the records in the list. Therefore, it is better to approach the support team so that they could investigate the issue on your website.

Regards,

Dean

Hello,

Our developers are currently working to resolve this problem in all applications. I'd suggest you to approach our support team via support@creatio.com to get this issue fixed on your website. 

Best regards,

Dean

Hi Dean is there a resolution to this issue in the last 2 years? I am trying to make a macro in a template and cannot

Dear Heather,

Thank you for your question!

The website needs to be recompiled in order for the changes to be applied.

Hope this helps!

Thank you!

Danyil

Hello,

Can you please provide us with step by step description on how do you add this parameter, do you add it in a basic template or into your custom template, which object is a macro source for this template, and please send us screenshots of the template and the resulted email.

Thank you in advance!

Best regards,

Oscar

Dear Julius.

Indeed, such macros doesn't work in the out of the box version of the application. To resolve this issue, you need to perform these steps:

1.Replace Lead object to the Custom package

2. Fill in the value of the column Owner and set it 'Owner' http://prntscr.com/pbotc9

3. Publish the object and compile the system.

Best regards,

Dean

Hello,

The subject line is formed with the help of hard-coded macros that belong to the base system schema EmailMessagePublisherPage. Regardless of the displayed template subject, the base logic works and the macros is populated using the case subject value http://prntscr.com/o6issp. If you want to change this logic you need to replace EmailMessagePublisherPage page and after that develop new logic, but unfortunately we don't have a practical code to share.

Our developers will add the option to change the subject in one of the further system versions, indeed, though there is no ETA for it yet. At the moment to change the subject you can change the case subject itself on the case page.

Best regards,

Oscar

Hello Fulgen, 

 

Here is an example how to transfer the email template,

you shoukd just do it similarly:

1.For example I has first instance localhost:8001

I have created a template "Test" in lookup "Email templates" http://prntscr.com/n7t0if

2.Now the task is to correctly bind the template to the package EmailTemplatesTest

Binding can be added by pressing Add button http://prntscr.com/n7t2r5

3. Select object email message template and press OK http://prntscr.com/n7t5am

4. Setup the filter that will choose the correct records http://prntscr.com/n7t60h

For example, in my case, the record with specified Id will be bounded to the package http://prntscr.com/n7t6kd

(You can check what records meets the filter by pressing "Display data" button)

5. After template is binded, you should export package to the archive http://prntscr.com/n7t7sp

6. Install the package to another instance in installed applications section http://prntscr.com/n7tf5a&nbsp;

7. Now the template is successfully transfered http://prntscr.com/n7thai&nbsp;

FYI: If you will have problems with non english templates, try to bind to the package Email template localization object http://prntscr.com/n7t9es



Best regards,

Alex