Sending a personalized contact property in an email
SOLVE
Hi
I am looking to send a particular file (certificate) to each contact when they meet specific criteria. I have a workflow that is set up to check the criteria that then triggers the generation of a certificate (on an external site) and then a webhook to send that certificate back to HubSpot. When sent back to HubSpot, it updates a new contact property "Certificate File".
I now want to create a workflow that sends that certificate to the contact. This is a simple workflow (when contact property value is known, send email) but I am not clear as to how I can send the contact's certificate to them. I looked at CTAs, Attachments, etc. and all of them are only to send one (the same) file - not each contact's unique certificate.
Is it possible to send the information from a contact property in an email (it would be like a personalization token I assume)? Ideally this would be a button or link where they can then download their certificate. It is possible to use a personalization token, but this appears as the file URL in the text and is therefore not really applicable. It also cannot be made as a button to easily click on.
Sending a personalized contact property in an email
SOLVE
Hey @TPScott the best way to achieve this would be to host the specific file somewhere and then set that file url as a contact property. You could then use that contact property as a personalization token. If you don't want the full url on display within the email you could use the personalization token within a HTML link too. You could do something like <a href="{{Contact.property}}"> Click here </a>
How you populate that contact property might be a far bigger task though if you don't already have a way to do it!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
Sending a personalized contact property in an email
SOLVE
Hey @TPScott the best way to achieve this would be to host the specific file somewhere and then set that file url as a contact property. You could then use that contact property as a personalization token. If you don't want the full url on display within the email you could use the personalization token within a HTML link too. You could do something like <a href="{{Contact.property}}"> Click here </a>
How you populate that contact property might be a far bigger task though if you don't already have a way to do it!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
Sending a personalized contact property in an email
SOLVE
Thanks Tom! That was helpful - I managed to stumble my way through some HTML and generated a button with a link to that contact property.
The key thing that we noted also is that the URL cannot be a HubSpot hosted URL as that would obviously not be accessible to the contacts (this may be obvious to everyone but just thought it worth mentioning).