Looking to add a unique certificate (PDF) to emails | Community
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Zoe_Forman
Zoe_Forman
Community Manager
April 28, 2023
Solved

Looking to add a unique certificate (PDF) to emails

  • April 28, 2023
  • 1 reply
  • 1705 views

 I have 50 people at a time who have completed a training course and want to send out certificates in  Marketo email.

 

Each certificate will be personalised with person's name and date completed.

 

I can create and host the PDF certificates in WebDam with a unique URL.

 

Can we match the URL link of the certificate using the person's name and add in the email?

 

Maybe tokens? Custom field in list upload?

 

Unless adding attachments with Marketo emails is coming soon?

 

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Best answer by SanfordWhiteman
Can we match the URL link of the certificate using the person's name and add in the email? Maybe tokens? Custom field in list upload?

It’s up to you. I wouldn’t use the person’s full name because that’s not unique. The Email Address field can be included in the link, but (most people don’t understand this) you can’t just use the {{lead.Email Address}} token because it’s not URL-encoded.

You need to instead use a short Velocity {{my.token}} like so:

<a href="https://whatever.example.com?email=${esc.url($lead.Email)}">Get your PDF</a>

 

 

Unless adding attachments with Marketo emails is coming soon?

Certainly not (which is a good thing for everyone!).

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
April 28, 2023
Can we match the URL link of the certificate using the person's name and add in the email? Maybe tokens? Custom field in list upload?

It’s up to you. I wouldn’t use the person’s full name because that’s not unique. The Email Address field can be included in the link, but (most people don’t understand this) you can’t just use the {{lead.Email Address}} token because it’s not URL-encoded.

You need to instead use a short Velocity {{my.token}} like so:

<a href="https://whatever.example.com?email=${esc.url($lead.Email)}">Get your PDF</a>

 

 

Unless adding attachments with Marketo emails is coming soon?

Certainly not (which is a good thing for everyone!).

    Zoe_Forman
    Zoe_FormanAuthor
    Community Manager
    May 1, 2023

    Thanks Sandford - velocity script is something new for me, but I will certainly experiment and give it a try

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