Send Attachment
"Send attachments or URLs seamlessly in your automated workflow to enhance communication with contacts, following these setup steps and best practices."
Last updated
"Send attachments or URLs seamlessly in your automated workflow to enhance communication with contacts, following these setup steps and best practices."
Last updated
Overview: The "Send Attachment" step in the Workflow module allows you to send an uploaded attachment or URL to a contact as part of your automated workflow. Whether you want to share important documents, images, or links with your contacts, this step makes it easy to include rich media in your communication.
Prerequisites: Before using the "Send Attachment" step, ensure that you have:
Created a workflow in your workflow automation platform.
Upload the attachments or prepare the URLs you want to send.
Familiarize yourself with the workflow's structure and objectives.
Steps to Use the "Send Attachment" Step:
Access Workflow Editor:
Log in to your workflow automation platform.
Navigate to the workflow you want to edit or create a new one.
Add "Send Attachment" Step:
Within the workflow editor, locate the position in your workflow where you want to send the attachment.
Add a "Send Attachment" step by clicking on the "Add Step" or similar option in your workflow editor.
Configure the Step:
After adding the "Send Attachment" step, configure it by specifying the following details:
Select the attachment or URL you want to send from the options available in your platform.
Define the contact or recipient who should receive the attachment.
Optionally, include a message or note to accompany the attachment.
Set Timing (Optional):
If necessary, specify when the "Send Attachment" step should be triggered within the workflow. You can set it to occur immediately or at a specific point in the workflow sequence.
Save and Publish:
Save your workflow changes to ensure that the "Send Attachment" step is included in your automation process.
Best Practices:
Choose relevant attachments or URLs that align with your workflow's purpose.
Ensure that your contact list is up-to-date to avoid delivery issues.
Test the workflow, including the "Send Attachment" step, in a controlled environment before deploying it in a live setting.
Benefits of the "Send Attachment" Step:
Enhances your communication by sharing documents, images, or links with contacts.
Automates the process of sending attachments, saving time and effort.
Improves engagement and information sharing with your audience.
