Content Builder’s Excel file hosting creates static assets that quickly become outdated and face upload size limitations. Every time your data changes, you need to manually upload new files and update your email templates, creating a maintenance nightmare.
Here’s a far more effective hosting and linking strategy that transforms Content Builder into a dynamic data delivery platform without the constant file management overhead.
Transform Content Builder into a dynamic data delivery platform using Coefficient
Coefficient provides a superior hosting strategy that eliminates static file management while delivering more valuable, always-current data to recipients. Instead of uploading Excel files to Content Builder, you can host live Google Sheets that automatically update from Salesforce and create template-ready links that always point to current data.
How to make it work
Step 1. Set up live data hosting instead of static file uploads.
Replace static Excel file uploads with live Google Sheets that automatically update from Salesforce via Coefficient. Import any data you would normally upload as Excel files – reports, opportunity pipelines, campaign performance, or custom analytics.
Step 2. Configure scheduled content updates without manual Content Builder management.
Use Coefficient’s automated refresh scheduling (hourly, daily, weekly) to ensure hosted data stays current without manual Content Builder updates. Your data refreshes automatically from Salesforce, eliminating the need to upload new files for each campaign.
Step 3. Create template-ready dynamic links for consistent email integration.
Generate stable Google Sheets links that always point to current data, eliminating the need to update Content Builder assets for each campaign. These links work consistently across all your email templates without requiring asset management.
Step 4. Implement advanced filtering for audience-specific data views.
Leverage Coefficient’s dynamic filtering to create role-specific data views using cell references. Enable personalized spreadsheet experiences based on recipient segments in Marketing Cloud without managing multiple static files in Content Builder.
Eliminate static file management overhead
This strategy provides no Content Builder storage limits, automatic data freshness without manual uploads, recipients access to live interactive spreadsheets, reduced email file size with improved deliverability, and historical data preservation through Coefficient’s snapshot features. Transform your Content Builder strategy today.