Attach PDF to SmartPlans Emails
Under smartplans, we should be able to attach a document to a particular email. For instance, I have a smartplan set up where I wanted to send any prospective lead that comes in a Home Buyer's Guide. I should be able to attach the guide to the particular email I want it in.
LABS Team
shared this idea
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Wellington Moreno
commented
As someone who creates a lot of PDF ebook content, this would be extremely valuable and help automate this part of the workflow. Right now I have to manually type the email and send the attachment with this content. When dealing with hundreds of inbound requests, I run the risk of missing out on business.
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LABS Team
commented
While making a smartplan, you can select a design from command to add. Would love to see an import button there as well to pull from your documents on your computer.
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LABS Team
commented
It would be helpful in smart plans under the email function to add attachments if possible