How to add attachments to email messages

Overview

When creating an email message, you may wish to add an attachment, such as a PDF, for recipients to access. This article outlines how to add a file attachment into an email message using the File manager.

Accessing the file manager

To access the File manager, go to to Marketing > Campaigns > Create a new campaign (or edit an existing one) > then either:

  • Within a text block, insert a link > Click the Link type file options > Select File manager.
Screenshot showing how to access the file manager when inserting a link.
  • Or, add an Image content block and then select Browse or select an image previously included. Then access by selecting Change image on the right-hand side Content panel.
  • Or,  when you add a button, you can insert a file as a link. To do so, in the button’s Content properties > under Action, click Link file to access the File manager.
Screenshot showing how to access the file manager through a button.

How to upload a file in the File manager

In the File manager:

  • Click Upload to add files from your device
  • Click Import to add from connected services.

To select a file to add to a link or button, simply select the checkbox of the relevant file, then click Insert.

Example screenshot showing how to select a file to add to a link or button.

NOTE:

  • In the File manager, hover over a file to preview or delete it.
  • On the right-hand side, you’ll see viewing options (icons or list), a search bar, and an option to create folders to manage your files.