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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Marketing Cloud triggered sends don’t support truly dynamic Excel attachments because files must be pre-uploaded and remain static. When a trigger fires, recipients get the same outdated file that was uploaded weeks or months ago, not current data relevant to the triggering event.
Here’s a superior solution for delivering dynamic spreadsheet data in triggered communications that provides truly current information when recipients access it.
Enable truly dynamic spreadsheet data in triggered communications using Coefficient
Coefficient provides real dynamic functionality that static Excel attachments cannot match. You can deliver spreadsheet data that automatically reflects current conditions when recipients access it, not outdated information from when the trigger was first configured.
How to make it work
Step 1. Set up real-time data sync with trigger-relevant Salesforce data.
Configure Salesforce data imports with hourly refreshes to ensure data is current when triggered sends occur. Import the specific objects and fields relevant to your trigger conditions – opportunity stages, lead scores, campaign responses, or custom trigger criteria.
Step 2. Implement event-based filtering using dynamic cell references.
Use Coefficient’s dynamic filtering to point to cells containing trigger criteria such as contact ID, opportunity stage, or campaign response. This ensures the shared data automatically reflects the specific conditions that triggered the email send.
Step 3. Integrate live links in triggered send templates.
Include Google Sheets links in your triggered send templates that automatically reflect current Salesforce data when recipients access them. The data updates automatically based on your refresh schedule, providing truly dynamic functionality.
Step 4. Configure automated updates more frequently than your triggers.
Set up Coefficient’s scheduled refresh to occur more frequently than your triggered sends – for example, hourly refreshes for daily triggers. This ensures data is always current when recipients click the link, regardless of when the trigger fired.
Deliver true dynamic functionality
For example, when an opportunity stage changes, recipients get a link to current pipeline data rather than a static Excel file that may be outdated by the time they view it. Start building truly dynamic triggered communications today.
