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Adding Dynamic PDFs to a Mailing

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edited Jun 8, 2022 8:57AM in Agent Desktop 2 comments

Summary

Using merge fields to attach a specific PDF to a mailing based on their Person / Contact ID

Content

Hi folks

We have a requirement in our business to send out personalised PDF certificates to customers periodically based on a customers achievements. As the certificates are quite unique they are generated via an in house process and currently sent manually

we are looking for an alternative to sending these manually one by one using incidents and the attachment feature.

Does anyone have experience with multiple PDFs using the mailing functionality? We currently use merge fields for dynamic content on mailings so i was hoping it may be possible to have the PDF files in a specific location or upload them to service cloud to be used in a mailing.

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