Adding Smart Attachments

213 views January 17, 2019 January 18, 2019 0

For a video tutorial about adding Smart Attachments, click here

PoliteMail’s Smart Attachment feature is a great way to keep your email message size down by hosting attachments on PoliteMail’s server, versus using Outlook’s Add Attachment feature. These attachments can also be tracked and reported on.  Examples of Smart Attachments include documents, spreadsheets, PDFs, large images, and calendar events.  Click here to see a list of accepted Smart Attachment formats.

To add a Smart Attachment, place your cursor where you want to insert an attachment in an email message. Under the PoliteMail tab, locate Smart Attachments. Scroll down and choose Smart Attachment.

Navigate to the attachment, and click Open. Your Smart Attachment will be added to your template or email message. You can highlight it to reveal the text editor pane in order to change the font, font size, or color.

Once you’ve added your Smart Attachment to your PoliteMail Server, you’ll be able to access it quickly in the pull-down menu. To remove it, highlight it, and hit Delete on the keyboard.

When you access your metrics page, you’ll notice your Smart Attachment in the list of link clicks at the bottom of the metrics.

PoliteMail gives you the option to edit any Smart Attachment that has already been sent in a tracked email. To edit a Smart Attachment, go to the PoliteMail tab > Content > Smart Attachments. Select the attachment by clicking on it. By hitting the Edit button, you can change the name of the link, but not the content. You need to use the Replace feature in order to change the content completely. Navigate to the Actions pull-down menu and choose Replace. The replaced image must be in the same format as the original image.

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