Workflow

How to Add Segment Contacts to a CRM Communication

Verified end to end. A customer returned by a CRM research segment was added to a disposable email communication draft, verified in the communication recipient list and counters, and removed by deleting the disposable communication.

Evidence Summary

Workflow run
crm-communication-segment-contact-20260520T014407Z
Communication
39
Segment
5
Selected customer
906 / Tecniram - Soluções Informáticas e Formação Lda
Email
geral@tecniram.pt
Recipient row
1180
Search request
communications / getPesquisaEntidadesComm
Add request
communications / postAddLCommunications

Before You Start

Add a Segment Recipient

  1. Open the communication detail page.
  2. Click Add Contacts.
  3. In 1) Source, select Based in Research Segment. OfficeGest uses source value TipoOrigemEnt=M.
  4. Select the intended segment in Pesquisas de Segmento.
  5. Click Search to load matching recipients.
  6. Select the intended recipient rows.
  7. Click Add Contacts.

The verified segment search used CodPesqSeg=5, selectTipoT=C, email=1, and meioutiliz=M. It returned one selected customer row with id 906 and email geral@tecniram.pt.

Verified Requests

StepRequestVerified detail
Search segment recipientsGET /ajaxserveraction=communications, option=getPesquisaEntidadesComm, TipoOrigemEnt=M, CodPesqSeg=5, selectTipoT=C, email=1, and meioutiliz=M. Response returned success=true, pesquisa_segmentos=true, and customer 906.
Validate selected rowsPOST /ajaxserveroption=postAddLCommunicationsValidate, TipoOrigemEnt=M, CodPesqSeg=5, MeioUtiliz=M, and user_send returned {"success":true,"resultado":""}.
Add selected rowsPOST /ajaxserveroption=postAddLCommunications, id=39, email=1, MeioUtiliz=M, MeioUtiliz2=M, TipoOrigemEnt=M, CodPesqSeg=5, and user_send returned success=true, ok=1, and notok=0.

Confirm the Contact

  1. Open or refresh the List Comunication tab.
  2. Confirm DT_Select_LCommunications shows the segment contact row.
  3. Confirm DT_Select_Communications shows one unsent contact.

The verified recipient row was id=1180, id_communication=39, codterc=906, tipoterc=C, uploaded_csv=0, address=geral@tecniram.pt, type=email, enviado=F, and terceiro=Tecniram - Soluções Informáticas e Formação Lda. The communication summary showed totalcontactos=1, resumocontactos=geral@tecniram.pt, total_sent=0, and total_unsent=1.

Cleanup Used in Probe

The verification run deleted disposable communication 39 with communications / DELETE_communication. The delete returned bare JSON true, and the final communication lookup returned recordsFiltered=0.

Artifacts