Skip to main content

Hello,

 

I am looking to send an email from Pardot to one company's prospects on a specific product. I would send it from the Assigned user. Is is possible to send this type of email with a PDF attachment through Pardot? If not do you recommend doing this through Salesforce?

 

Thank you in advance.

 

Michelle 

1 comentário
  1. 25 de jul. de 2018, 17:07

    It is not possible to send files as attachments per se, however you can upload the PDF as a file in Pardot and include a link to the file in the email.

    https://help.salesforce.com/articleView?id=pardot_content_files_upload.htm&type=5

    Generating a list of prospects from a specific company should be very straightforward using a Segmentation Rule or Dynamic List. Sending from the assigned user is also straightforward in the sending process.

0/9000