Exploring attachments - Zoho Marketing Automation

Exploring attachments

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, text, or button. Once you've attached a file to your campaign, that attachment will be saved in your library automatically.


Privileges associated with attachments

To perform different operations related to documents in attachments, you should have the corresponding privileges in the Library module.


How do I save a document to the library?

You can add a document to your library from your computer or from the cloud.

Only the following file formats are supported by Zoho Marketing Automation: 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 .
      

2. Click Add document .
3. From the dropdown menu, select From computer .


4. Click or drag and drop your file into the the popup. Click Upload .


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 .


4. Choose from which cloud service you would like to import the document.


5. Select the document.
6. Click Import .

Zoho Marketing Automation allows you to import documents from various cloud services, including Zoho Docs, Google Drive, Dropbox, One Drive, Box, and Evernote .



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:

  • Download - Download the attachment to your system.
  • Delete - Delete the attachment.


Note :
  • Attachments saved in the library can be displayed in either a card view or a list view.

  • Do more in Library
    To create your own email templates, click here.



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