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Send email content as attached pdf

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#1 Charl Beetge

Charl Beetge

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Posted 09 July 2020 - 02:26 AM

Hi
 
I need to send a membership certificate as/with an email to contacts; the email/certificate contains some database fields like membership number, type etc.. If it is sent as an email the contact can forward that email and make changes to the content of the email/certificate.
 
Is there a way to convert the content to a secure pdf and then rather send it as an attachment with the email? Alternatively, any other suggestions will be appreciated.
 
Thank you
 
Charl


#2 jack

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Posted 27 July 2020 - 12:45 PM

Hi Charl, 
If you want to send user data to a user you can use the attribute replacement feature on emails and if you want automate it you can combine this with the workflows.
-Jack







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