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

1. In the Element tab you can find the Text element. Drag and drop it onto the canvas over an empty structure.

   

2. 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.

   

3. Next, click on Browse Server to open your File & Image Manager.

   

4. In the File & Image Manager select the file you want to attach and click on Insert.

   

5. That will bring you back to the link settings. Click on OK to add the file as a link to the text.

   

Image element 

1. In the Element tab you can find the Image element. Drag and drop it onto the canvas over an empty structure.

   

2. Next, click on the Image element on the canvas to open the Image properties. 
3. Edit the Link type to the Files library to open your File & Image Manager.

   

4. In the File & Image Manager select the file you want to attach and click on Insert.

5. That will bring you back to the link settings. Click on OK to add the file to an image.

Button element

1. In the Element tab you can find the Button element. Drag and drop it onto the canvas over an empty structure.

   

2. Next, click on the Button element on the canvas to open the Button Properties.

   

3. Edit the Link type to the Files library to open your File & Image Manager.

   

4.  In the File & Image Manager select the file you want to attach and click on Insert.

   

5. 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.

1. Click on the Articles element to expand the Articles options. 
2. Click on Add an article to start.

   

3. 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.

   

4. In the File & Image Manager select the file you want to attach and click on Insert.

5. 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.

6. 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. 

1. Highlight the item you want to use for your anchor. Then click on the hyperlink button in your WYSIWYG editor.
2. That will open the Insert/Edit Link pop-up. Click on the Browse button to open your File & Image Manager.

   

3. In the File & Image Manager select the file you want to attach and click on Insert.

   

4. 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.

   

5. Go back to the General tab when you are ready. Click on the Insert button to finish linking the file.

   

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