...
Each of the delivery list recipients will receive a message indicating their Name (Given name, Middle Name, Surname, depending on the selected macros) in the form in which the Name is indicated in the Contact card of the delivery recipient in Creatio.
[screenshot]
In addition to existing macros (Given Name, Middle Name, Surname, Name), you can add custom macros.
...
2. Click Add lookup and select Macros BS at the object field
3. Set lookup name, for example - Macros BS
34. Click Save
...
| Info |
|---|
Note. Skip steps 1-3 4 if the lookup was added earlier |
45. Open the contents of the added lookup and click Add
56. Fill in the following fields:
Name – enter a name that will be displayed to the user when creating a delivery
Description – how the macro is displayed in the Bulk message body field, should be in the format: [#Path#] (for example, [#MobilePhone#])
Path –
...
enter the column code of the Contact object (for example, MobilePhone)
7. Click Save
...
The created macros will be displayed in the left panel of the delivery card
...
To set up the schedule, you need to select the Process launch frequency, fill in the appropriate fields and click Add to schedule
...