Attach Files to Email Campaigns in the Email Builder

Enhance Your Email Campaigns with File Attachments

You can easily include files like PDFs or images as attachments directly within your email campaigns using the CRM's Email Builder. This feature allows you to send a complete package of information in a single email, ensuring your recipients receive all the necessary documents without needing to visit external links.

Benefits of Using Attachments

Adding attachments to your emails offers several advantages:

• Streamlined Process: Attach files at the final step before sending or scheduling your campaign, all within the Email Builder interface.
• Convenient for Recipients: Files are delivered directly to the inbox, so contacts can access them immediately without extra clicks.
• Complete Delivery: Send your message and supporting materials—such as brochures, proposals, or forms—together in one email.
• Version Control: Ensure everyone receives the exact file version you intend, avoiding confusion from outdated linked documents.

How to Attach Files to an Email Campaign

Follow these steps to add attachments to your email campaign:

1. Navigate to Marketing → Emails → Campaigns and click + New to create a new campaign, or open an existing one you wish to edit.
2. Open the email in the Email Builder and complete the design of your email content.
3. Click the Send or Schedule button.
4. On the subsequent screen, locate and click the Attach Files button near the top of the window.
5. Upload or select the file(s) you want to attach from your computer.
6. Verify that your attachment(s) have been added successfully, then proceed to choose your desired delivery method: Send Now, Schedule, Batch Schedule, RSS Schedule, or Smart Send.

Note: The total size of all attached files combined must not exceed 10 MB.

Frequently Asked Questions

Can I attach more than one file?

Yes, you can attach multiple files to a single email campaign, provided the total size of all attachments remains within the supported limit.

Do attachments affect email deliverability?

They can. Emails with large attachments or files of uncommon types may have a higher chance of being flagged as spam or experiencing delivery problems. For critical communications where deliverability is a top priority, consider uploading larger files to a hosting service and including a link to them in the email instead.

Why can't I see the attachment in the email preview?

Attachments do not appear within the body of the email preview in the builder. They will be visible as standard email attachments in your recipient's inbox. To check how the attachment will appear, use the Send test email feature.