You can send File Attachments in your Member365 Email Campaigns. Upon uploading to your File Manager, you can then link files to text, or to a button in your Email Campaign that will send to Contacts!
If you are unfamiliar with Email Campaigns in general, or with the Campaign Builder, consult this Knowledge Base article to review the basic steps when creating an Email Campaign.
Attach a File to Text
The following steps were written with the assumption that you are familiar with the Email Campaign Module. If you do not know how to create an Email Campaign in Member365, consult the article linked above.
1. From the ‘Content’ tab to the right-hand side of the Email Builder...
...click and drag ‘Text’ into the body of your Email to create a new Text block.
2. Add text to the Text block as you build your Email. Once you know which word or phrase you would like to link the attachment to, click and drag your mouse to highlight that section of text.
3. Click the ‘Insert/edit link’ button from the Text Editor’s options.
4. A window will pop up titled ‘Insert Link.’ From the drop-down menu for the ‘Link Type’ field, select ‘File Manager’. You will be taken to a separate page to upload and choose the file to link!
For steps on how to use the File Manager to upload your attachment, skip to the ‘Upload Your Attachment’ subheader.
Attach a File to a Button
If you would rather attach your file to a button than a piece of text, consult the following steps instead!
1. From the ‘Content’ tab to the right-hand side of your Email Builder, click and drag ‘Button’ into the body of your email.
2. Click on your new button to pull up its ‘Content’ tab on the right-hand side of the page. Under the ‘Action’ section, click ‘Link File’ beneath the field for a URL.
The File Manager will open automatically, at which point you can upload or choose the attachment you would like to link to your button!
Upload Your Attachment
Whether you are attaching your file to a piece of text, or a button, the final step will be to insert the file via Member365’s File Manager.
To upload a new attachment, click the ‘Upload’ button at the top of the screen, then select the desired attachment from your device’s file system.
Below, you will see all files that have been uploaded to your Member365 File Manager. Click the ‘Insert’ button beneath whichever file you would like to attach to your Email Campaign!
Text Attachment
If you were attaching a file to a piece of text, the URL field in your Link File window will now point to the attachment in your File Manager.
Upon clicking ‘Ok’, our attachment will now be linked to the piece of text! When a recipient of your Email Campaign clicks the hyperlinked text, they will download the file that you have attached.
Button Attachment
If you were attaching a file to a button, the path to the file in your File Manager will now be populating the ‘URL’ field under the ‘Content Properties’ tab for your button on the right-hand side of the screen.
When a recipient of your Email Campaign clicks this button, they will download the file you have uploaded and attached to your File Manager!
Congratulations, you now know how to attach a file to an Email Campaign, both through a piece of text or through a button!
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