Attach files to a message
With Flexmail you can easily add files to your messages through text, images and buttons. Your contact can then click on a link and download your catalog, your portfolio, your invitation, your card or any other document.
This article will walk you through a helpful example of adding a file in all of those three tools - the Drag & Drop Builder, the Wizard Template and the HTML Editor.
Drag & Drop Builder
You can drag and drop a text, an image or a button element onto an empty structure or a predefined structure that includes any of those elements onto the canvas.
Text element
- In the Element tab you can find the Text element. Drag and drop it onto the canvas over an empty structure.
- Select the part of your message you want to make into an anchor text for your file. Then, click on the hyperlink button from the text editor menu.
- Next, click on Browse Server to open your File & Image Manager.
- In the File & Image Manager select the file you want to attach and click on Insert.
- That will bring you back to the link settings. Click on OK to add the file as a link to the text.
Image element
- In the Element tab you can find the Image element. Drag and drop it onto the canvas over an empty structure.
- Next, click on the Image element on the canvas to open the Image properties.
- Edit the Link type to the Files library to open your File & Image Manager.
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In the File & Image Manager select the file you want to attach and click on Insert.
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That will bring you back to the link settings. Click on OK to add the file to an image.
Button element
- In the Element tab you can find the Button element. Drag and drop it onto the canvas over an empty structure.
- Next, click on the Button element on the canvas to open the Button Properties.
- Edit the Link type to the Files library to open your File & Image Manager.
- In the File & Image Manager select the file you want to attach and click on Insert.
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That will bring you back to the link settings. Click on OK to add the file to a button.
Wizard Template
In the Wizard Template, you can attach a file to the personalisation elements Articles and Call to action. Adding a file works similarly for these two elements.
- Click on the Articles element to expand the Articles options.
- Click on Add an article to start.
- Now you will see a WYSIWYG editor. You can add a file to the text or images in the editor and to the call to action button at the bottom of the Article properties.
To add a file to the text or an image, highlight the part of your text or the image you want to make into a link and click on the hyperlink icon. That will open the Insert/Edit Link pop-up. Click on the Browse button to open your File & Image Manager.To add a file to a button in your article (or call to action element), scroll down to the bottom of your Article properties and give your call to action button a name - Link name. Then click on the Link field, on D for document to open your File & Image Manager.
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In the File & Image Manager select the file you want to attach and click on Insert.
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When you are adding a file to a text link or an image in the editor, clicking on Insert will bring you back to the Insert/Edit Link pop-up. Here you can check out the Popup, Events and Advanced tab to adjust the appearance of your link. E.g. you can choose for the link to open in a popup or to select an action that happens upon hovering over the link.
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Go back to the General tab when you are ready. Click on the Insert button to finish linking the file.
HTML Editor
In the HTML Editor, you can attach a file to a piece of text, an image or a button. Adding a file works similarly for these three elements.
The WYSIWYG HTML Editor does not have a specific option to add a button. In the article about adding a call to action you can discover a helpful example of how to add a button via HTML. However, please note even though you will find an example in that article, we do not provide support for custom HTML code.
- Highlight the item you want to use for your anchor. Then click on the hyperlink button in your WYSIWYG editor.
- That will open the Insert/Edit Link pop-up. Click on the Browse button to open your File & Image Manager.
- In the File & Image Manager select the file you want to attach and click on Insert.
- That will bring you back to the Insert/Edit Link pop-up. Here you can check out the Popup, Events and Advanced tab to adjust the appearance of your link. E.g. you can choose for the link to open in a popup or to select an action that happens upon hovering over the link.
- Go back to the General tab when you are ready. Click on the Insert button to finish linking the file.
You can only select 1 file per link. It can be any file - a text document, an image or any other document type.