Unique email links

Pete_Jones
Level 2

Unique email links

We need to send an email to out to 300 clients that have a unique spreadsheet for each client. I am not sure how to do this but have to assume we can build the email to include the unique link to each spreadsheet if they are files within our Marketing files. Any suggestion on how to build this?

4 REPLIES 4
Jackie_Potts
Level 6

Re: Unique email links

I would try using a custom field that has the unique link and use a token for that field in the email.

Pete_Jones
Level 2

Re: Unique email links

Thank you Jackie. Seems like the right route in theory I am just not sure how to go about setting that up. Any direction? Or reference to an article??

SanfordWhiteman
Level 10 - Community Moderator

Re: Unique email links

You may be overthinking Jackie's suggestion, Pete.

It's simply a matter of creating a custom field, call it lastSpreadsheetURL, and importing a CSV that has that column.

Then use the token {{lead.lastSpreadsheetURL}} in your content.

Pete_Jones
Level 2

Re: Unique email links

Okay. Thank you Sanford. I built the customer field and insert the token. Will test accordingly.