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EMAIL Attachments FAQ

< 1 min read

How can we attach PDF in one on one, Campaign/list & via Automation Send Email Card?

Ans: As per the recent release of Email Configurations below are the needful to be done to get the feature

> One on One Email – Here the setting in enabled 
by default.
> Campaign & List – Here a ticket has to be raised with the respective Email Developer POC, they will enable that functionality from back-end for sending PDF attachments
> Automation – Here a ticket has to be raised with the respective Automation Developer POC, they will enable a setting to be used in Automation (Send Email Card) for sending PDF attachments


Note:

For bulk emails like campaigns and list only static/generic document from images and documents can be attached

We also have option to select lead specific attachments for one to one and automation.


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