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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Logan Cascaddan
commented
In Smart Plans, one of the step options is to send an email. Within the email options, can we have an option to send an attachment by first uploading the attachment to Command?
It would be a way to send an attachment out to a large number of contacts very quickly, whereas currently we have to send attachments by email to each individual.
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Megan Thompson
commented
ADD a content tab to add a PDF to the body of an email campaign.
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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