Best approach to marketing email with link to file

[kallgood]

Hi community,

I’m looking for suggestions and need help wrapping my brain around a process.

Our team sells a service that results in a PDF report for the client. Currently, the salesperson just emails the report as an attachment.

We are building a 4 touch-point email nurture campaign and would like to reference that customer-specific file using a “Download your Report” CTA. I’m trying to decide the best way to build it.

Is there a way to create a smart CTA that uses a personalization token for an uploaded file? For salespeople who use the CRM, that file is available in attachments, but I’m thinking we’d need to upload it as a specific field.

(I suppose the way Hubspot sends us receipts, contracts etc. via a link is essentially what I am trying to do, right?)

Thanks in advance for the brainstorm!

Kate

[MFrankJohnson]

Hey Kate, you are correct. Essentially you’d …

-1- upload the PDF to HubSpot

-2- store the URL in a custom contact property

-3- reference that custom contact property in a LINK using a personalization token

- see unrelated example

Customizing a CTA with a personalization token wasn’t availble last we checked, so …

Pro -- Very similar functionality. Easy to implement.

Con -- Not an actual HubSpot CTA, so no pretty CTA stats!

Does that help?

Can’t wait to see what we can help you build on HubSpot next.

Best,
Frank

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[kallgood]

Thanks so much, Frank! I’d hoped I could embed a personalization token in a CTA but the approach you’ve suggested sounds like the next best thing. I really appreciate your advice. Best, Kate