Relatively new to HubSpot. Is there a functionality whereby I can send a personalised certificate (as a document attachment) to a group of course attendees from a pre-defined list (using the Hubspot name fields to populate the name on the Certificate)? If not, any suggestions of how to do this, please?
Thanks in advance.
Hi @LLade! I found another post with a similar question and a solution. Check this out and let us know if this could work or if you have more questions.
Solved: Attach personalized document in email
Thanks @MFrankJohnson for the post!
Thanks for this - but I think this would still require me to create seperate PDFs for each email (“Produce each personalized PDF outside of HubSpot”). I was hoping to be able to use contact properties to eg populate the name within the certificate. Are there any workflows that can be set up that can send a personalised attachment?
Thanks!
Yes, @LLade, it does read that way. And while you can setup a Workflow to send an Automated Email, I do not see a way to add an attachment to that type of email. Attachments are typically added through the Sales side when you are emailing a Contact.
Also, as the other post suggests, there isn’t a way to add Hubspot’s personalization to an element outside of Hubspot (the PDF). The only idea I have for you would be to possibly use Hubspot APIs to hook up to a 3rd party system that can produce the PDFs. Perhaps through calling an API you could add names to the PDFs. But that kind of system is beyond me.
Now, if we could remove the need for an attachment, I think we can make this work. If the “certificate” was a well fashioned email (that looked like a certificate) you could most certainly add Personalization to it and send it out as an Automated email in a Workflow.
If you could code your email template like this, Custom Certificate Template using HTML and add the Hubspot personalization tokens in the right place, you could pull this off.
Hi Crystal - I am coming across this solution, and it looks promising, however, I am unable to access the original link you shared for Custom Certificate Template using HTML. Can you please reshare?
Thanks!
Thanks @Crystal_Hopper !
Glad to help @LLade! Best of luck to you!
Hi, I am currently looking for this solution, has this now been solved? I also can’t access the HTML link.
Hi @Victoria-Taylor! Looks like the source I provided way back when put their certificate behind a login. You can google for another open-source certificate that will provide you with HTML code.
Hi @LLade, our app DocuGen can put each attendee’s name on a certificate straight from their HubSpot contact record, so you’re not building a separate PDF for every person outside HubSpot. Design the certificate once in Word, add the name fields, then generate each attendee’s copy from their contact. The PDF saves to that contact’s attachments, ready to attach when you email them. The free plan covers 400 certificates a month for your whole team, with no watermark.
@Victoria-Taylor, the same setup works for you too.
Grab it from the HubSpot marketplace.