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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’s Excel attachment restrictions force you to find alternative ways to share spreadsheet data with email recipients. Static Excel files face size limits, security blocks, and deliverability issues that make them unreliable for business communication.
Here are several effective approaches that bypass these limitations while providing recipients with more valuable, dynamic data access than static attachments ever could.
Deliver dynamic spreadsheet data through live links using Coefficient
Coefficient provides the most effective alternative to Excel attachments by creating live, automatically updating data sources. Instead of static files, you can deliver dynamic spreadsheet data through several powerful approaches that connect directly to your Salesforce org.
How to make it work
Step 1. Set up live Google Sheets links with automatic data refresh.
Import your Salesforce data using Coefficient and schedule automatic refreshes to occur before each email campaign send. Recipients access current data without downloads, and the information stays fresh automatically.
Step 2. Create snapshot-based reporting for historical context.
Use Coefficient’s snapshot feature to create timestamped data copies in separate tabs. This provides recipients with historical context alongside current data, giving them both point-in-time and trend analysis capabilities.
Step 3. Implement scheduled data exports for campaign alignment.
Set up Coefficient to refresh data before each email campaign send, ensuring recipients always receive the most current information. Configure hourly updates for time-sensitive campaigns or daily refreshes for regular reporting cycles.
Step 4. Build dynamic content integration with role-specific data views.
Use Coefficient’s filtering capabilities to create different data views based on recipient segments in Marketing Cloud. Link to specific sheets tailored to each audience segment, providing personalized data experiences without managing multiple static files.
Transform your email data strategy
These alternatives eliminate static attachments entirely while providing recipients with more valuable, live data access that updates automatically from your Salesforce org. Start building your dynamic data sharing solution today.
