How to make the file available for download unique for each contact

Max Classic
1

Another ambitious project I have which I would like to get it done by the end of the week.

I want to automate the sending of Diplomas to all my customers.

So when a customer passes the test I want the email to contain the file uploaded to that very contact (available for download maybe).

Is this possible?

2

You can recreate this process using Zapier / Google Slides, which will create a custom PDF with their name on it.

@Greg_Jenkins has done something similar with a mutual client.

2 Likes
3

He’s right. I got the idea from @Kelsey_Bratcher and it works a treat.

The process is this:

  1. Infusionsoft triggers a Zap (probably a webhook)
  2. The Zap calls a google slide template
  3. The Zap merges contact details into merge/placeholders on the slide template.
  4. The output of the prior step includes a URL for the PDF version of that slide
  5. That URL is stored in a Contact Custom Field
  6. Then the URL can be linked to in an email, and the contact can download the slide.
  7. Profit?
3 Likes