Adding File Attachments to Emails

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Attaching Files to Emails in the New Email Editor

When attaching files to emails, the attachment feature functions differently from uploading a file to a content distribution network (CDN). The file attachment feature revolves around attaching one or more documents to one email send.

To add attachments to an email, create or edit an email from the Email section in the left toolbar. 

The new email editor can be accessed by selecting the Email Templates tab and choosing from one of the templates in the folder. Read this article to learn more about the latest email editor and its available features. 

To attach a file:

1. Click    Attachments from the menu at the top of the editor. 
   
   
   
   
2. Click Add. 
   
   
   
   
3. Select up to 4 files by uploading from your computer or by selecting from your Media Center. Files must be of a supported file type.
   
   
   
   
4. Once the files have been uploaded, click Close.
   
   
    
5. Continue with editing and sending your email.
   
   

You can click the attachment button once again to manage, remove, or replace the attachments you've previously selected. Once the email is saved, you can preview, send, or delete the email. 

Attaching Files to Emails in the Old Editor

When attaching files to emails, the attachment feature functions differently from uploading a file to a content distribution network (CDN). The file attachment feature revolves around attaching one or more documents to one email send.

To add attachments to an email, create or edit an email from the Email section in the left toolbar. 

The old email editor can be accessed by selecting from one of your older email templates or email sends, in the Emails tab, and making a clone of that template or send. Only new editor email templates are available from the Email Templates tab. 

To attach a file:

1. Click    Attachment in the left panel.
2. Click Add.
   
   

    

3. Select the desired files. 
   
   

    

4. Repeat as necessary and then Save your email.
    
   Note: You may only send a maximum of 4 attachments.
   
   
   

    

Optionally, click the X button next to each email to delete attached files. Once the email is saved, you can preview, send, or delete the email. 

Attaching Files to Smart Mails

You can also add attachments to Smart Mail. However, only personalized Smart Mail can have attachments. SmartMail is email that can be sent and managed from the Contacts page by user roles who do not have Administrative, Company Management, or Marketing Manager Management. 

To add attachments to Smart Mail, start from the Contacts page from the left toolbar. 

1. Click the desired lead.
   
   

    

2. Click Smart Mail.
   
   

    

3. Select the desired email to send.
4. Click Personalize... to modify the email in a streamlined version of the email content editor.
   
   

    

    
   Note: Personalized Smart Mail cannot be saved, but the exact version that was sent can be seen in that contact's Life of the Lead.
5. Click    Attachment at the top of the Smart Mail window.
   
   

    

6. Select the desired files.
    
   Note: You may only send a maximum of 4 attachments.
7. Repeat as necessary, then click Insert.
   
   

    

8. Click Schedule Email.
   
   

    

9. Choose between sending as soon as possible or at a specific date and time.
10. Click Send Email.
    
    

     

    Important: You may only send Smart Mail using a verified domain for the from address.

Important Considerations for Sending Attachments

While sending attachments with an email is fine, be aware that certain issues may come from using email attachments improperly. Consider the following:

• Using too many attachments will make the email heavy. Heavy emails are emails with too many attachments or attachments with large file sizes. Doing this often will make Internet Service Providers (ISPs) suspicious of your sending habits. This will negatively impact your domain reputation.
   
• Email attachments cannot be tracked. When attaching files to emails, be aware that attached files are not tracked in Lead Gen & CRM. This means that you will not be able to see exactly who views your attachment files.
   
• Media Center assets may be a better investment. Be aware that there are times when an attachment may be unwarranted. If you would rather not attach files to an email, you can instead use Media Center assets and trackable links in the email's body.

Permitted File Types

Attachments can be a great supplement to an email. However, they should only be a supplement. Large attachments can intimidate potential leads, so send one or two small attachments. However, you should never send an email with just an attachment and no content in the body. Those emails will most likely enter the recipient's spam folder.

Lead Gen & CRM allows you to upload several different file types as attachments. Lead Gen & CRM supports the following file types:
 

The safest file types to send are .GIF, .JPG, .PDF, and .PNG. While Lead Gen & CRM supports their attachment, .ZIP files should never be included as attachments in an email.

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