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 catalogue, 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 our tools: the Email builder, the Wizard Template and the HTML Editor. 

Email builder

You can drag a text, a header, a list, an image, or a button element to a structure to add a link to it.

Text, header and list element

1. In the Elements panel on the left you can find the Text element. Drag it onto the canvas into a structure.

   

2. Select the part of your message that you want to use as anchor text for your link and click on the hyperlink button in the text editor menu.

   

3. In the following screen you choose File as link type and click on Media to open your Media library.

   

4. Select the file you want to attach to your e-mail and click on Insert file.

   

5. You will return to the Add a link screen. Here you click on the Insert link button.

   
   

Image element

1. In the Elements panel on the left you can find the Image element. Drag it onto the canvas into a structure.

   

2. Then click on the Image element on the canvas again to open the settings panel.   

3. In this side panel you can choose your image, set a description and add a link.

   

4. In the following screen you choose File as link type and click on Media to open your Media library.

   

5. Select the file you want to attach to your e-mail and click on Insert file.

   

6. You will return to the Add a link screen. Here you click on the Insert link button.

   
   

Button element

1. In the Elements panel on the left side, you can find the Button element. Drag it onto the canvas into a structure.

   

2. Click again on the Button element you added to the canvas to enter the button text and open the button settings in the button style panel.

3. Click on Add link.

   

4. In the following screen you choose File as link type and click on Media to open your Media library.

   

5. Select the file you want to attach to your e-mail and click on Insert file.

   

6. You will return to the Add a link screen. Here you click on the Insert link 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 Media library.

   

   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 next to the Link field, on D for document to open your Media library.

   

4. In the Media library select the file you want to attach and click on Insert file.

   

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 link. 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 Media library.

   

3. In the Media library 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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