Email links of .pdfs from landing page

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ki2017
Member

What we basically want to do is have users choose a single .pdf catalog or multiple (pictured below - these exist on a HubSpot built landing page), enter an e-mail and then have links to the catalogues sent to them. 

 

 marketing-collateral.JPG

 

Does anybody have any suggestions on how we can go about this in HubSpot? We want to save our users from downloading .pdfs, finding them and then e-mailing large files to their customers.

 

An example would something something similar to the below where you can check the box and the email the selected ones. 

 

Screen Shot 2017-11-01 at 2.32.21 PM.png

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Tnichs
Solution
Top Contributor | Diamond Partner

What you would need to do is to have a custom property set up so that it contains all the possible pdfs.  You'd want to set this property type as a multiple check box.

 

Then you'd setup a workflow to send an email using the if/then branches. This is where it could get complicated, because of all the different permutations.  The more options that they have, the more if/then branches you'd need.

 

One simpler way would be to have a workflow for each individual property value.   e.g. If property contains PDF1 - Send Email 1,  if contains PDF2 - Send Email 2 and so on.  However, this isn't a great user experience as they'd be getting multiple emails.

 

You could also use smart content in the email, so that the content is changed based upon the property, however again this could get complicated if you had multiple permuations.

 

 


klood digital, creating gameplans for SaaS Success

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Tnichs
Solution
Top Contributor | Diamond Partner

What you would need to do is to have a custom property set up so that it contains all the possible pdfs.  You'd want to set this property type as a multiple check box.

 

Then you'd setup a workflow to send an email using the if/then branches. This is where it could get complicated, because of all the different permutations.  The more options that they have, the more if/then branches you'd need.

 

One simpler way would be to have a workflow for each individual property value.   e.g. If property contains PDF1 - Send Email 1,  if contains PDF2 - Send Email 2 and so on.  However, this isn't a great user experience as they'd be getting multiple emails.

 

You could also use smart content in the email, so that the content is changed based upon the property, however again this could get complicated if you had multiple permuations.

 

 


klood digital, creating gameplans for SaaS Success

View solution in original post

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