It might be easier to explain what I am trying to achieve. I am going to be sending a number of proposals to a number of clients. Each proposal(pdf) will be customized to the individual client. I would prefer to send it via Pardot instead of a 'standard email' to leverage Pardot's Engagement Studio and Trackability. So Client A would receive Proposal A, Client B would receive Proposal B, etc. Is this achievable in Pardot? If so, would the content be hosted in Pardot or could(should) it be hosted in Salesforce?
Thanks in advance
#Pardot Content File #Pardot Email #Pardot #Pardotnewbie #Sales Cloud #Marketing Cloud!
Mike
Forum Ambassador Lakhan Meghani (Cube84)
Hi Michael,
Yes It can be done You have to create a dynamic list for Client A and Client B
Build emails in Pardot with attachment
https://help.salesforce.com/articleView?id=000319233&type=1&mode=1
Create new journey/engagement to send a email blast to dynamic list of Client A and Client B