Marketing Cloud : Attach and send PDF file from SFTP based on Salesforce CRM data

Question

Our existing CRM is Salesforce and we have purchased Marketing Cloud and would like to whether the following usecase is feasible.

We have a unique Id (CusId__c) for our customers (Contact Object) and a set of PDFs named with the same unique Id in our SFTP server.

For example, Customer A with the unique Id (CusId__c) as "1000" will have a PDF named "1000.pdf" in our SFTP and Customer B with the unique Id (CusId__c) as "2000" will have a PDF named "2000.pdf" in our SFTP etc

We would like to know if it is possible to dynamically attach "1000.PDF" to customer A and "2000.pdf" to customer B when we send email from Marketing Cloud

A high level pointers/guidelines/links is greatly appreciated

Answer 1

You can only attach files that are stored in Marketing Cloud’s SFTP or in Content Builder, or files that have a HTTP url available.

Take a look at the AttachFile AMPscript function:

Type of location containing the file to attach.

Valid values include:

ContentBuilder

FTP

HTTP

Portfolio (Classic Content)

That said, unless the SFTP you mentioned belongs to Marketing Cloud, you won’t be able to attach them dynamically.

Take a look at this workaround if needed: Attach file from external (S)FTP using AMPScript

And note, that Email Attachments need to be activated by Salesforce Support first, the AttachFile function won’t work otherwise.