Email Attachments - How Are You Doing These? | Community
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Lucho_Soto
Lucho_Soto
Level 5
Jun 15, 2017 1:51 PM UTC
Question

Email Attachments - How Are You Doing These?

Before I get called out, I know that attachments can't be placed in Marketo emails and that this question has been answered before .

My question is how are users in the community using automation to send out emails that include personalized PDFs? Invoices and certificates come to mind.

Any info on third-party vendors would be very helpful. Our ideal scenario is to use a vendor that can 1) Send automated emails and add them to the lead's Activity Log or 2) Generate personalized PDF URLs that can be inserted into Marketo emails via tokens.     

    9 replies

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    Jun 15, 2017 5:46 PM UTC

    You can link to personalized, dynamically created PDFs (PDFs that actually include {{lead.tokens}} ​in the content) by using PDFmyURL, as I wrote about on my blog last year: http://blog.teknkl.com/use-marketo-lps-as-pdf-templates-with/

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      Lucho_Soto
      Lucho_SotoAuthor
      Level 5
      Jun 16, 2017 12:29 PM UTC

      Very helpful @Sanford Whiteman, thank you.

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      Harish_Gupta6
      Harish_Gupta6
      Level 6
      Jun 15, 2017 3:12 PM UTC

      Hi Lucho,

      We have implemented this many times in our program where we were sending unique pdf to different leads and unique login link for website.

      We created one field in Marketo and used the token in the email. In the Send email smart campaign we implemented all our logic which will put the correct link in the email on place of token.

      Please let me know if you need more detailed explanation.

      Thanks

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      Harish Gupta
        Lucho_Soto
        Lucho_SotoAuthor
        Level 5
        Jun 15, 2017 5:17 PM UTC

        @Harish Gupta​ thanks for your input! Makes sense to me on the Marketo side. The token approach definitely seems to work best.

        How are you creating, naming and uploading each unique PDF file? Is this done manually?

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