Install the Beesender Outbound application
Install the Beesender Outbound application from Marketplace
Go to Application Hub
Click New application
Select Marketplace powered
Select the application Beesender Outbound
Click Install
Done. After successful installation, proceed to the next step.
Install the Beesender Outbound application from file
Go to Application Hub
Select New application
Select Install from file
Select BeesenderOutbound
Click Install
Done. After successful installation, proceed to the next step.
Configure delivery
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 |
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 |
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 | |
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 |
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 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.
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 at the object field
3. Set lookup name, for example - Macros BS
4. Click Save
Note. Skip steps 1-4 if the lookup was added earlier
5. Open the contents of the added lookup and click Add
6. 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
Chatbot
When choosing the delivery type – Chatbot, in the Chatbot field, select the operator of the Chatbot type that will be sent to the delivery recipients.
The work of a chatbot in a delivery message is exactly the same as in a regular chat with a chatbot.
Delivery start type
There are delivery start types:
By command
When you select the Delivery start type – By command, the Send button is displayed in the top panel of the delivery card.
When you click on the button, a one-time delivery will be sent.
By schedule
When you select the Delivery start type – By schedule, a new tab will appear in the delivery card – Delivery Schedule.
On the tab, you can configure the schedule for launching the delivery.
To set up the schedule, you need to select the Process launch frequency, fill in the appropriate fields and click Add to schedule
Process launch frequency
Process launch frequency | Field | How to fill in |
|---|---|---|
Once | Launch date and time | Select a date from the calendar and select a time from the list (in the format 00:00 AM/PM) |
Minute/Hour | Run every | |
unit. | Select values from the list:
| |
from | Select a time from the list (in the format 00:00 AM/PM) | |
to | Select a time from the list (in the format 00:00 AM/PM) | |
Timer period | ||
Start date and time | Checkbox. When the checkbox is set, you must select the date and time for the start of the timer | |
End date and time | Checkbox. When the checkbox is set, you must select the date and time for the end of the timer action | |
Day | Run every | Set a numerical value for the run frequency in days |
at | Select a time from the list (in the format 00:00 AM/PM) | |
Timer period | ||
Start date and time | Checkbox. When the checkbox is set, you must select the date and time for the start of the timer | |
End date and time | Checkbox. When the checkbox is set, you must select the date and time for the end of the timer action | |
Week | Process start time | Select a time from the list (in the format 00:00 AM/PM) |
Which days of the week to run? | Select the days of the week by clicking on the appropriate circles (Mon - Sun) | |
Timer period | ||
Start date and time | Checkbox. When the checkbox is set, you must select the date and time for the start of the timer | |
End date and time | Checkbox. When the checkbox is set, you must select the date and time for the end of the timer action | |
Month | Run every | Set a numerical value for the run frequency in months |
Day of the month | Checkbox. When the checkbox is set, you must specify a numeric value from 1 to 31 | |
Day of the week | Checkbox. When the checkbox is set, you must select the order of the week from the list:
And select the day of the week from the list (Mon - Sun) For example, by selecting the values: Second, Sat, the mailing will be launched every second Saturday of the month | |
First/last work day | Checkbox. When the checkbox is set, you must select from the list:
And select from the list:
| |
Process start time | Select a time from the list (in the format 00:00 AM/PM) | |
Timer period | ||
Start date and time | Checkbox. When the checkbox is set, you must select the date and time for the start of the timer | |
End date and time | Checkbox. When the checkbox is set, you must select the date and time for the end of the timer action | |
Year | Start day | Two checkboxes. You can choose one |
Checkbox - specific day of the month | When the checkbox is set, you must specify the day on which the mailing will be launched and select a month from the list For example, the 1 day of January, this means that the newsletter will be launched every year on January 1st | |
Checkbox - ordinal day of the month | When the checkbox is set, you must select the order from the list:
Select the day of the week from the list (Mon - Sun) Select a month from the list (January - December) For example, selecting the values: Third Sun of March means that the newsletter will be launched every year on the third Sunday of March | |
Run process time | Select a time from the list (in the format 00:00 AM/PM) | |
Timer period | ||
Start date and time | Checkbox. When the checkbox is set, you must select the date and time for the start of the timer | |
End date and time | Checkbox. When the checkbox is set, you must select the date and time for the end of the timer action | |
Other frequency | Cron expression | Enter a cron expression to specify a custom frequency for launching the mailing list. Read more about cron expressions |
Timer period | ||
Start date and time | Checkbox. When the checkbox is set, you must select the date and time for the start of the timer | |
End date and time | Checkbox. When the checkbox is set, you must select the date and time for the end of the timer action | |
After adding the delivery to the schedule and if the current date and time are within the interval specified in the Timer period (> Start date and time and < End date and time), then the delivery card will have the Active checkbox set.
To remove a delivery from the schedule, click Remove from Schedule
Recipients
In the recipients of the delivery, you can add both individual contacts and contacts added to groups. You can also exclude individual contacts from the recipient list. For example, if you want to send a delivery to a specific group of contacts, excluding individual contacts.
Add Contact
Go to the Recipients tab
On the Details of Delivery recipients, click + and select the required contacts
A delivery will be sent to the selected contacts
Contacts added this way will have the value Added manually = Yes
Add contact group
Go to the Recipients tab
On the Recipients group detail, click + select the required groups
Next to the Recipients detail, click Actualize
Contacts from the selected groups will be added to the delivery recipients
Contacts added this way will have the value Added manually = No
Exclude from recipients
Typically used when working with contact groups
Go to the Recipients tab
On the details Can't be recipients click + select the required contacts
Selected contacts will not receive delivery
Channels
On the Channels tab, select the channels through which the delivery will be performed.
If the recipient of the delivery has several channels linked, for example, Telegram and Facebook Messenger, the delivery to this recipient will be sent to the channel with position 1.
Positions can be changed manually.
Create sending messages
Before creating a delivery, study the Configure delivery
Go to the Beesender workplace, to the Outbound section
Click Add
In the window that opens, fill in the required data:
Name | The name of the delivery, set arbitrarily |
Delivery category | Choose a category from the list:
Does not affect the type of information sent to the user. The category selection can be used to collect statistics or group mailings into separate categories. |
Choose a type from the list: | |
Choose a type from the list: | |
Select a content type from the list and fill in the fields on the Content tab corresponding to the selected content type | |
If the launch type is scheduled, fill in the required fields on the Delivery schedule tab and click Add to schedule | |
On the Recipients tab, select the recipients to whom you want to send the delivery | |
Select the channels through which the delivery will be sent | |
Send | If the delivery start type is selected - By command, click the Send button to send the mailing list |
Delivery status
In the distribution card, you can see the status of the distribution in the Status field.
Delivery can be in the following statuses:
Ready to launch
Pending
Performed
Completed
On the Recipients tab, you can track which of the recipients was delivered / not delivered a message.
Restrictions
The recipient of the delivery can only be a Contact in Creatio who has at least one communication channel on the details of the communication options.
It is also necessary that at least one Beesender chat exists with this recipient.
All chats with the recipient at the time of sending delivery must be closed.