Email a Journey PDF Link to Your Customer

• Share a PDF of a completed journey with a customer or prospect to instantly confirm information collected via that journey
• Email a journey PDF link by adding it to an email as a template variable
• When you send the email from FLG (manually, via a lead action, or within a workflow), FLG creates a unique link for that lead's latest submission on that journey
• The link always takes your customer to the same version of the journey

Add a Journey PDF Link to an Email Template

1. Click Settings > Templates and open an existing email template, or create a new one via Add New Template and select the lead group to associate it with
2. Click Insert template variable above the email template subject
   
3. Expand the Journey links section and find the description starting with "PDF for..." - variables here are prefixed with JPDF, indicating a journey PDF link
   
4. Place the cursor in the email subject or body where you want the link
5. Click the journey name in the Journey links section to insert it
   
6. The template variable will be inserted in { } tags
   
7. When the email is sent, the variable is replaced with the clickable journey PDF link for that lead

Hide the Link Behind Shorter Text

• For a cleaner look, hide the long journey PDF link behind a short text link

1. Type the text you want customers to click, e.g. "Click here to download your fact find" (with "here" as the link)
2. Add the journey PDF link as a template variable into the email body, or into another application to copy later
3. Select the text to turn into the link, e.g. "here"
4. Carefully copy the journey PDF link template variable - copy only from the opening { to the closing }, e.g. {JPDF_MORTGAGE_FACT_FIND} - no spaces or extra characters
5. Click the link button in the template editor toolbar (start of the third group of controls, second row)
6. On the Link Info tab, select <other> from the Protocol dropdown - leave Link Type set to URL
7. Paste the journey URL template variable exactly into the URL box
   
8. Click OK on the Link popup
9. The selected text is now a link

Tip: To thank your customer for completing a journey and send them a copy of their information, add a new lead action to Contact Customer on the event Journey Completed - Customer, with a condition on the journey name to limit it to a specific journey.

Include the journey PDF link in the email template as described above.