Attach files

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How to Attach Files to a 1:1 Email

Introduction

The ability to attach files to your 1:1 emails in ActiveCampaign enhances your communication by allowing you to share essential documents directly with your contacts. This feature is significant as it ensures that your recipients can easily access necessary files through a downloadable link, enhancing user experience and engagement. Whether you're sending a contract, a brochure, or any other document, attaching files simplifies the process while keeping your email streamlined and professional.

How to Access This Feature

To access the ability to attach files to your 1:1 emails, you must first connect your email account to ActiveCampaign. This connection is established within the Deals section under Connected Emails. It is crucial to ensure that your email account is properly configured before you start sending emails with attachments, as the feature can only be used from a Contact, Account, or Deal record.

Step-by-Step Instructions

Follow these steps to attach files to your 1:1 emails:

1. **Connect Your Email Account**

  - Navigate to Deals > Connected Emails to connect your email account to ActiveCampaign.

2. **Begin Composing Your Email**

  - Go to the Contact, Account, or Deal record you want to send a 1:1 email from.
  - At the top right, click the quick action dropdown, then select **Send an email**.

3. **Write Your Email**

  - While composing your email, type the text you would like to hyperlink the file to, such as "click here".

4. **Highlight the Text**

  - Highlight the text you wish to hyperlink. If you omit this step, the file name will become your hyperlink instead.

5. **Insert a Link to a File**

  - Click the **Insert a link to a file** button (represented by a paperclip icon) located towards the bottom of the email.

6. **Select or Upload Your File**

  - **To use a previously saved file:**
    - Select the record from the left in the modal that appears.
    - Choose the file(s) you want to attach.
    - Click **Insert file(s)**.
  - **To upload a new file:**
    - Select **My Computer** from the left.
    - Click into the **Click to add or drop files** box.
    - Choose the file from your computer. The file will appear in the modal.
    - Decide whether to save the uploaded file to the record using the Save uploaded file to... option.
    - Click **Insert file(s)**.

7. **Complete Email Composition**

  - The highlighted text will now be a hyperlink to the downloadable file.
  - Once you are finished composing your 1:1 email, click **Send**.

After sending the email, if needed, you can trigger automations when the file is downloaded using the "File is downloaded" trigger.

Configuration Options and Settings

The ability to attach files to emails has several underlying aspects to consider:

- **Connected Emails**: Ensure your email account is properly connected under the Deals section. - **Insert a link to a file**: This option allows you to link to files that are stored on the record or upload new files during the email composition process. - **Save uploaded file to...**: This checkbox gives you the option to save any newly uploaded files to the associated record, allowing for easy retrieval later.

Best Practices and Tips

- Always ensure that the file names are relevant and easy to understand to enhance clarity for your contacts. - Use concise and descriptive hyperlink text instead of raw file names for better presentation in your emails. - Regularly check your connected email settings to avoid disruptions in your ability to send files. - Consider organizing your files in a way that makes them easy to retrieve when creating emails.

Common Use Cases

1. **Sales Proposals**: When sending a sales proposal, you can attach the document and guide your contact to download it directly from the email. 2. **Contract Sharing**: Attach contracts that need to be signed or reviewed directly in the email communication for easy access. 3. **Presentation Materials**: Share presentation slides or supplementary materials with clients or team members conveniently via 1:1 emails.

Troubleshooting

If you encounter issues when trying to attach files, consider the following:

- Confirm that your email account is properly connected under the Bills > Connected Emails section. - Check file size limits and formats to ensure that the attachment complies with ActiveCampaign's specifications for file sharing. - Ensure that your contacts can receive emails with files attached and that your emails are not filtered as spam.

FAQ

Q1: Can I attach multiple files to a 1:1 email? A1: Yes, you can choose multiple files to link within the same email by following the process outlined in the instructions above.

Q2: Are the files physically attached to the email? A2: No, files are included as downloadable links, and once clicked, the files will download onto the recipient's computer.

Q3: Is the file stored on ActiveCampaign after sending? A3: If you check the option to save the uploaded file to the record, it will be stored; otherwise, it will only exist in the email link.

Q4: What if my email is not sending? A4: Ensure your email account is connected properly and check for any issues with the internet connection.

Q5: Can I trigger automations based on the file download? A5: Yes, you can use the “File is downloaded” trigger to initiate automation workflows when the file link is clicked.

Q6: Do I need a specific plan to use this feature? A6: Yes, attaching files to 1:1 emails is available for users with Plus, Professional, or Enterprise plans.

Q7: How can I learn more about file attachments? A7: For additional information, refer to the specific articles linked in the ActiveCampaign support documentation.

By following these guidelines and best practices, you’ll be able to efficiently utilize the file attachment feature in ActiveCampaign for effective communication with your contacts. ```