Adding PDF On Demand links to email and webpages

Each PDF On Demand touchpoint in your project is represented by a link ADOR object, which can be easily added to your webpage or email document, as explained below.

From PersonalEffect 9.3 and above, all PDF On Demand documents are executed as Interactive PDFs. If the document contains interactive elements, they will be visible and operable in the PDF On Demand, otherwise the document functions as a static PDF.

Whereas a static PDF usually marks the end of a conversation, since there is no digital way to continue the flow, the power of the interactive PDF is that it has digital elements such as links, which can drive the recipient to a PURL or GURL thus prolonging the conversation.

Note that in Interactive PDFs, links can be personalized using the Link ADOR. Other interactive elements cannot be personalized. However, you can personalize other elements such as a button by displaying an image of a button behind a personalized link.

To add a PDF On Demand link to an email document:

1.     Create a document as described in Creating an Email Document from the Touchpoint.

2.     In the online email editor, place your cursor where you wish to add a link to the PDF On Demand document.

3.     Click Insert ADOR.

4.     The Insert ADOR dialog box is displayed.

5.     Scroll down to the bottom, where PDF On Demand link ADOR objects are listed. A PDF On Demand ADOR object name consists of an “XMPie.PDF” prefix, followed by the touchpoint's friendly ID, for example: XMPie.PDF.P1.

6.     Select the relevant PDF On Demand link ADOR from the list and click OK.

A reference to the PDF On Demand touchpoint is inserted into your email body.

7.     Click Save.

You can now use this document as an email body. Once the email is sent and the recipient clicks the PDF on demand link, a personalized PDF is presented on demand. The PDF reflects the status of the data at the time the email was sent (as opposed to the status of the data at the time the link was clicked).

To add a PDF On Demand link to a webpage:

1.     Open the webpage and place your cursor where you wish to add the PDF On Demand link.

2.     In code mode, create a link to a PDF on Demand touchpoint as in the following examples:

<a xmp-href="{{xmp.r['XMPie.PDF.P1']}}">View the PDF</a>

<a xmp-href="{{xmp.r['XMPie.PDF.P2']}}">Get your coupons</a>

The PDF on Demand shows the data available at the time the link in the webpage was clicked.

3.     Complete the webpage design as usual.

The link to the PDF On Demand touchpoint is created. When the recipient clicks this link, a personalized PDF On Demand document will be generated, showing the most up-to-date data.