Tips, Tricks & Best Practices

kallgood
Contributor

Best approach to marketing email with link to file

SOLVE

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

 

 

 

 

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Best approach to marketing email with link to file

SOLVE

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


hubspot-solutions-signature-mfrankjohnson-v05.png

www.MFrankJohnson.com

Find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

2 Replies 2
MFrankJohnson
Solution
Thought Leader

Best approach to marketing email with link to file

SOLVE

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


hubspot-solutions-signature-mfrankjohnson-v05.png

www.MFrankJohnson.com

Find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
kallgood
Contributor

Best approach to marketing email with link to file

SOLVE

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