Email Marketing Tool

TPScott
Participant

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.

 

Any help or suggestions would be appreciated. 

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1 Accepted solution
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

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

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2 Replies 2
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

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

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


TPScott
Participant

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).