Email Attachments - How Are You Doing These?

Highlighted
Level 5

Email Attachments - How Are You Doing These?

Before I get called out, I know that attachments can't be placed in Marketo emails and that this question has been answered before .

My question is how are users in the community using automation to send out emails that include personalized PDFs? Invoices and certificates come to mind.

Any info on third-party vendors would be very helpful. Our ideal scenario is to use a vendor that can 1) Send automated emails and add them to the lead's Activity Log or 2) Generate personalized PDF URLs that can be inserted into Marketo emails via tokens.     

9 REPLIES 9
Highlighted

Re: Email Attachments - How Are You Doing These?

Hi Lucho,

We have implemented this many times in our program where we were sending unique pdf to different leads and unique login link for website.

We created one field in Marketo and used the token in the email. In the Send email smart campaign we implemented all our logic which will put the correct link in the email on place of token.

Please let me know if you need more detailed explanation.

Thanks

Harish Gupta
Highlighted
Level 5

Re: Email Attachments - How Are You Doing These?

Harish Gupta​ thanks for your input! Makes sense to me on the Marketo side. The token approach definitely seems to work best.

How are you creating, naming and uploading each unique PDF file? Is this done manually?

Highlighted
Level 10 - Community Moderator

Re: Email Attachments - How Are You Doing These?

You can link to personalized, dynamically created PDFs (PDFs that actually include {{lead.tokens}} ​in the content) by using PDFmyURL, as I wrote about on my blog last year: http://blog.teknkl.com/use-marketo-lps-as-pdf-templates-with/

Highlighted
Level 5

Re: Email Attachments - How Are You Doing These?

Very helpful Sanford Whiteman, thank you.

Highlighted

Re: Email Attachments - How Are You Doing These?

@SanfordWhiteman does this still work with Marketo's new security features? I've implemented their demo environments and the first and last name tokens only pull default values into the pdf.

Highlighted
Level 10 - Community Moderator

Re: Email Attachments - How Are You Doing These?

As long as pdfMyURL sees the original form of the page (not a redirect after the the URL has been modified) it still works fine.

Highlighted

Re: Email Attachments - How Are You Doing These?

@SanfordWhiteman the support  at pdfmyurl is not understanding the issue. I upgraded to a paid account to see if that would make a difference, but no luck yet. Program tokens work fine, but not first and last name.


Would you mind taking a look by using this test form here? https://help.recoverycentersofamerica.com/CEU-Webinar-Test-1_test.html


When you complete the form you'll see the confirmation page with your first and last name, some program level tokens, and a link to PDF the page.

 

I followed the instructions in your blog, utilizing the #pdf method.

 

 

Highlighted
Level 10 - Community Moderator

Re: Email Attachments - How Are You Doing These?

Hi Delinda,

 

The way you're building the URL won't work, because ##MKT_TOK## is an email variable that isn't populated there. (The LP-only context is very different from the tracked-link-to-LP context.)

 

You'd have to pass the aliId as well as passing the cookie as a query param.

Highlighted

Re: Email Attachments - How Are You Doing These?

Thanks Sanford! Yes I didn't expect that to work on a landing page, but I was trying everything because nothing was working.


For anyone else reading this, it DOES work! I did it by going through their API with the Javascript they provide here: http://pdfmyurl.com/html-to-pdf-api


Make sure you read the JS and replace the license key with your own and update output file name (tokens work!).