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Pete_Jones
Level 2
June 29, 2018
Question

Unique email links

  • June 29, 2018
  • 1 reply
  • 2739 views

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?

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1 reply

Jackie_Potts
Level 6
June 29, 2018

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
June 29, 2018

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
June 29, 2018

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.