How to add attachments to Library - Online Help | Zoho Campaigns

How to add attachments to Library

The Attachments tab can be used to save documents that are frequently used. This way you can reuse documents quickly instead of searching for a particular document or uploading it every single time.
You can attach a file to your campaign in the form of downloadable links, using the attachment element in the template editor. The attachment link can be placed on an image or button. Once you've attached a file to your campaign, that attachment will be saved in your library automatically.

How do I save a document to the library?
You can add a document to your Library from the computer, or from the cloud. Only the following file formats are supported by Zoho Campaigns: pdf, docx, txt, rtf, odt, xls(x), sxc, csv, tsv, ods, ppt(x), pps(x), odp, and sxi.

To upload a document from your computer:

  1. From the Navigation toolbar, choose Library and select Attachments.
    attachments menu
  2. Click Add Document.
  3. From the dropdown menu select From Computer.
    download from computer
  4. Click or drag and drop your file into the popup.
  5. Click Upload.
    upload button     
  • Only the following file formats are supported by Zoho Campaigns: .pdf .doc(x), .txt, .rtf, .odt, .xls(x), .sxc, .csv, .tsv, .ods, .ppt(x), .pps(x), .odp, and .sxi

To import a document from the cloud:

  1. From the Navigation toolbar, choose Library and select Attachments.
  2. Click Add Document.
  3. From the dropdown menu, select From Cloud.
    download from cloud
  4. Choose from which cloud service you would like to import the document.
  5. Select the document.
  6. Click Import.
 Zoho Campaigns allows you to import documents from various cloud services, including Zoho Docs, Google Drive, Dropbox, One Drive, Box, and Evernote.

Click here to integrate with cloud storage services.

What actions can be performed on saved documents?

When you mouse over the thumbnail of a document stored in the library, you can see the following icons:
  1. Download - Download the attachment to your system.
  2. Delete - Delete the attachment.
    Attachment delete and download
  • Attachments saved in the library can be displayed in either a card view or a list view.
  • You can add attachments by clicking Attachments icon under Advanced Components of Template editor.
    attachment component

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                    Zoho SalesIQ Resources

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Can I add attachments in my emails?

                                                                                            You cannot add attachments to your campaign emails. This is to maximize deliverability, as emails with attachments are likely to be marked as spam. As an alternative, Zoho Campaigns allows you to attach a file to your campaigns in the form of ...
                                                                                          • How to add images to Library

                                                                                             The Images tab under Library module allows you to upload or import images and store them for future use. You can add these images in your campaigns.  How do I upload images to the Library? You can upload an image either from your computer or from a ...
                                                                                          • How to add signup form template to Library

                                                                                            Form Templates in the Library module allow you to save the sign-up forms you've designed for future use. This means you don't have to create a new sign-up form every time you want to send one out, but can use the ones that you've saved in the ...
                                                                                          • How to add email templates to Library

                                                                                            Zoho Campaigns has a Templates section in the Library which allows you to save the templates that you've designed for future use, saving you a lot of time and effort.  Learn more about Template Editor in Zoho Campaigns How do I save a template to the ...
                                                                                          • How can I add images from the library to my campaign?

                                                                                            Select one of our content options such as My templates, Pre-designed templates, or Basic templates in the Content section of campaign creation. Click the Image icon in the Template toolbar. Select an image from a folder in the Library. Click Save.  
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources