SalesUp Enhanced Template Macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
Overview
Product overview
Product description
SalesUp Enhanced Template Macros for Creatio is a solution that allows you to set up complex macros for use in message templates dynamically. The module allows, in addition to standard macros and object columns, inserting sample values, lists, tables, priorities and other types of macros. Configuration is performed in a separate convenient setup wizard.
The product can be used by companies of any industry or business domain because it offers universal functionality that does not depend on the business area and the system objects used.
Use cases:
- Sending information on the order to the client after confirmation and execution;
- Displaying the amount or number of entries per detail (for example, products in order);
- Displaying the list of order/invoice products as a bulleted list;
- Displaying order products in the form of a table with additional object columns;
- Sending a report on the status of open Cases;
- Informing managers about their accounts with receivables;
- Sending reporting summary notifications for the period.
Key Features
Unlimited number of macros
Setup any number of macros in message templates. Display aggregated data from the record detail in the form of a list (bulleted or numbered) and table. Use other macros in a macro template (recursion)
C# classes for macros setup
Allows the use of C# classes for date/time, numbers (number of characters after the decimal point, absence of fractional parts, spaces between a certain number of digits, etc.), booleans with TRUE/FALSE or Yes/No values and more
Dynamic template macros
Create complex macros for Creatio message templates that function dynamically, extending beyond standard macros and object columns to support versatile placeholders aligned with specific communication and notification scenarios.
List and table macros
Insert bulleted lists or structured tables into messages using macros, enabling clear presentation of items such as order or invoice products, including tables with additional object columns for richer, well formatted content.
Pricing
Monthly
Annual
SalesUp Enhanced template macros for Creatio
Free
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application
In order to keep this add-on free, support is provided by email only.
Installation
Setup guide
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.3.6
8.0.0 and up
Release summary
- Fixed conflict with Creatio 8.3.4 (Compilation errors occurred after the update)
1.3.5
8.0.0 and up
Release summary
- .Net Core support (Creatio on Linux)
- Added a new class of macros for text processing SalesUp.Macros.Macroses.SelectionTextSalesUpMacros (Upper, Lower, FirstUpperRestLower, TitleCase, SentenceCase, NormalizeSpaces).
1.3.2
7.14 and up
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.