Connect a file to a button or link via file manager

Follow

Connecting a file or article to a button or link in the ContactMonkey template builder is a great way to track if employees are engaging with the content that you are sending out to them. This is very easy to do and can be implemented by following the steps below:

Connecting a file to a link:

1. Insert your text box into the template and insert your text.

link.png

2. Highlight the text and click the link icon.

link_icon.png

3. Change "Link Type" to "File Manager". This will open the file manager for you. 

4. Upload the file you would like to share by clicking upload, selecting the file and clicking open. The file will then be uploaded to the file manager

choose_file.png

5. Select the file you have uploaded to the file manager to connect to the link by clicking "Insert".

insert.png

6. The file will now be connected to the link, click "Ok"

file_linked.png

7. The text has now turned into a link. When the template is sent the recipient will then be able to download the file connected to the link by simply clicking on it.

text_linked.png

 

Connect a file to a button:

Connecting a file to a button is very similar to the link and can be done by following these step:

1. Insert a button box in the template and rename it whatever you would like.

download_button.png

2. Select the button and in the sidebar click "Link file"

link_file_2.png

3. This will open the file manager where you can upload the file you would like to share by clicking upload, selecting the file and clicking open. The file will then be uploaded to the file manager

choose_file.png

4. Select the file you have uploaded to the file manager to connect to the link by clicking "Insert".

insert.png

5. The file will now be linked to the button. When the template is sent the recipient will then be able to download the file connected to the button by simply clicking on it.

mceclip0.png

 

Have more questions? Submit a request

Comments

Powered by Zendesk