Embed a File to your Communication

Attaching a file, article or document to a button or link in the ContactMonkey email builder is a great way to track if employees are engaging with the content that you are sending out to them while also being able to send larger files than usual. We always recommend embedding your attachments in the email builder instead of attaching them when sending. 

This is very easy to do and can be implemented by following the steps below:

Connect file via hyperlink

1.  Configure Your Text

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

2. Configure Your Link

Highlight the text and click the link icon.

3. Link to File Manager

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

4. Upload the File

Upload the file you would like to share by clicking Upload on the top left-hand side, selecting the file and clicking Open. The file will then be uploaded to the file manager

5. Insert the File

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

6. Confirm the File

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

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.

Connect file via 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 Content Block

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

2. Link the File Under "Action" in the Sidebar

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

3. Upload the File into Your File Manager

Upload the file you would like to share by clicking Upload on the top left-hand side, selecting the file and clicking Open. The file will then be uploaded to the file manager.

4. Insert the File into Your Communication

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

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

From here, you can edit the button as usual, see Using Buttons.