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?)
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