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Include Content PDF Link in Form Fill Alert

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Level 7 - Champion

Include Content PDF Link in Form Fill Alert

Hey, all!

We're switching to a global program/campaign structure for scalability purposes. As you know, the benefits of this vastly outweigh any negatives, but it does throw a wrench in some existing processes.

Currently, everything is set up at the local level, including form completion alerts. This allows us to include the PDF download as a local token in the alert that gets sent to inside sales (it's a nice feature that lets them quickly click on the PDF for reference); however, it makes moving to global alerts more complicated.

We've come up with more than a few cockamamie ways of populating the PDF link in global alerts (including adding javascript on the global forms we're about to create), but I wanted to hear your ideas in case we're trying to reinvent the wheel here.

Thanks in advance!

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Level 7 - Champion

Re: Include Content PDF Link in Form Fill Alert

Thanks, Justin Norris and Dan Stevens! Our alerts are actually set up pretty similar to yours, Dan - it's a great format and seems to work well for both marketing and sales teams.

In case anyone's interested, we ended up pre-pending the PDF's URL with a redirect landing page (thanks to Courtney Grimes​ for the head's up about this). What that does it record the PDF as a webpage visit, allowing you to trigger off "Visits Web Page" and record the PDF's URL in a temp field using trigger tokens. We're still perfecting it for our purposes, but it's working really well, and we only have to deal with one global alert email.

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Level 8 - Champion Alumni

Re: Include Content PDF Link in Form Fill Alert

Hi Jenn DiMaria​,

Local tokens will still work in global emails, so long as the email is sent by a smart campaign that is local to the program. You get the best of both worlds this way.

The structure I generally recommend is

  • Global form in Design Studio
  • Global fulfillment emails (e.g., "Thanks for downloading" and alerts etc. ) in Design Studio
  • Individual program to represent the asset being downloaded for attribution purposes
    • Local landing page
    • Local smart campaign triggering off global form + local landing page constraint sending the emails

This keeps common elements centralized and easy to update while allowing you to take advantage of tokenization at the local level.

---

Justin Norris | Perkuto​

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Level 10 - Champion Alumni

Re: Include Content PDF Link in Form Fill Alert

Hey Jenn - we provide similar alerts today.  We actually keep a single alert email centrally stored in an operational email folder in DS; and use a central series of "campaign response" trigger campaigns (based on the global campaign that the content aligns to) - rather than keep these in the individual programs:

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All of our programs with gated content request a campaign in one of these four routing campaigns:

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And then the alert is sent to the appropriate country marketing lead:

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Here's the framework of the alert:

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And a sample alert (there's no link to the PDF file, but there is a link to the landing page where the PDF file was downloaded):

pastedImage_4.png

Highlighted
Level 7 - Champion

Re: Include Content PDF Link in Form Fill Alert

Thanks, Justin Norris and Dan Stevens! Our alerts are actually set up pretty similar to yours, Dan - it's a great format and seems to work well for both marketing and sales teams.

In case anyone's interested, we ended up pre-pending the PDF's URL with a redirect landing page (thanks to Courtney Grimes​ for the head's up about this). What that does it record the PDF as a webpage visit, allowing you to trigger off "Visits Web Page" and record the PDF's URL in a temp field using trigger tokens. We're still perfecting it for our purposes, but it's working really well, and we only have to deal with one global alert email.

View solution in original post