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Act-On Software

Adding Attachments to an Email Message

AUDIENCE: Administrators, Marketing Users
OBJECTIVES: 

  • Learn how to add an attachment as a button
  • Learn how to add an attachment as a link within the Rich Text Block
There are two ways to add an attachment to an email message:

Add an Attachment as a Button:

  • From the Design Tab. Hover over the Media File Download Block.
  • Click and Hold the block using your mouse cursor and drag the block into your message, a new container will appear. Release your mouse to drop the block when it is in the appropriate place in your message.
  • The Media File Download window will appear.
    • Media File: Click Select to choose a media file from Act-On to link to.
    • Download Expiration Date: Enter in an optional expiration date for your download link.
    • Download Button Label: Enter the text you wish to display on your button. If you don't specify, the media file name will be used by default.
    • Label Graphic: Upload a new label graphic if you choose. By default, the button will display a Download Icon. Click Select to add a new graphic.

Add an Attachment as a Link Within the Rich Text Block:

  • Hover over a Rich Text Block within an email message, and click the Pencil icon to edit.
  • Click Insert Link to File in Act-On Media Library (the 'paperclip' button in the toolbar). You can also highlight words or terms in the Rich Text block, and insert a link to the file.
  • Select the document you wish to attach.
  • Click Close.
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