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Install the Beesender Outbound application

Install the Beesender Outbound application from Marketplace

  1. Go to Application Hub

  2. Click New application

  3. Select Marketplace powered

  4. Select the application Beesender Outbound

  5. Click Install

Done. After successful installation, proceed to the next step.

Install the Beesender Outbound application from file

  1. Go to Application Hub

  2. Select New application

  3. Select Install from file

  4. Select BeesenderOutbound

  5. Click Install

Done. After successful installation, proceed to the next step.

Configure sending messages

Delivery type

There are two delivery types:

Message

With Beesender outbound application, you can send messages to customers with the following types of content:

Content type

Field

How to fill in

File

Url

Set in the field the link to a file that will be sent to your mailing list recipients, or select a file on your computer by clicking on (blue star)

Picture

Url

Set in the field the link to an image that will be sent by the recipient, or select the image on the computer by clicking on (blue star)

Text

Symbol amount

Displays the number of characters entered in the Delivery message text field and is not editableEnter the text to be sent to the mailing list recipients

Delivery message text

Enter the text to be sent to the mailing list recipients

Text and File

Symbol amount

Displays the number of characters entered in the Delivery message text field and is not editableEnter the text to be sent to the mailing list recipients

Delivery message text

Enter the text to be sent to the mailing list recipients

Url

Set in the field the link to a file that will be sent to your mailing list recipients, or select a file on your computer by clicking on (blue star)

Text and Picture

Symbol amount

Displays the number of characters entered in the Delivery message text field and is not editableEnter the text to be sent to the mailing list recipients

Delivery message text

Enter the text to be sent to the mailing list recipients

Url

Set in the field the link to an image that will be sent by the recipient, or select the image on the computer by clicking on (blue star)

Macroses

In messages with a content type that includes text (text, text and picture, text and file), you can insert macros in the Delivery message text field.

Available macros:

  • Given name

  • Middle name

  • Surname

  • Name

To add macros to the text of a mailing message, set the rates to the required place in the message and click on the required macros.

Each of the delivery list recipients will receive a message indicating their Name (Given name, Middle Name, Surname, depending on the selected macro) in the form in which the Name is indicated in the Contact card of the delivery recipient in Creatio.

In addition to existing macros (Given Name, Middle Name, Surname, Name), you can add custom macros.

Add custom macros

Only columns of the Contact object of the Text format can be added to macros

1. Go to the workplace Studio and open the section Lookups or go to the section Lookups from the System Designer ⚙️

2. Click Add lookup and select Macros BS. Set lookup name, for example - Macros BS

3. Click Save

Note. Skip steps 1-3 if the lookup was added earlier

4. Open the contents of the added lookup and click Add

5. Fill in the following fields:

  • Name –

  • Description –

  • Path –

6. Click Save

The created macros will be displayed in the left panel of the delivery card

Chatbot

Delivery start type

There are delivery start types:

By command

By schedule

Delivery schedule

Recipients

Add contact

Add contact group

Exclude from recipients

Channels

Create sending messages

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