How to Work with Email Attachments

When you create an email, you have the option to include email attachments. The attachments can come in a variety of formats including internal items, external items, promotion resources, or Agillic print documents.

One such item you can use as an email attachment is a personalised PDF document generated via the Agillic print channel. 

How to Work with Email Attachments

The attachment interface is accessed in the Properties panel in the email editor, under Attachment.

Attaching a PDF resource to an email

Attaching a resource to an email

The email editor supports attaching resources from several different sources.
Please note that file size is very relevant when working with attachments in emails. In order to ensure optimal email delivery we recommend that attachments do not exceed 10 MB in total.

Assets Manager

This attachment type allows you to attach resources stored 'Images and Files' within the Assets Manager. Select from file types such as PDF, PNG, and others. When the Assets Manager modal opens, it will only show resources you're able to attach.

Promotion

Once you've created and configured a Promotion, Proposition, and Promotion Field which is a PDF, you'll be able to attach them here. Using a Promotion in combination with Conditions allows you to attach different items depending on the recipient.

External (a URL to an externally hosted resource)

This attachment type allows you to attach an externally hosted resource. You simply copy and paste the URL into the field. The URL supports merge fields, such as merging in the Customer ID as part of the URL. If you offer various language versions of a document, you could for example merge in the value of 'LANGUAGE', in order to attach the correct language version of the document.

Attaching an externally hosted resource while merging in the Person Data field CUST_ID as part of the URL

Print

The Print attachment type allows you to attach an Agillic Print file, configured in the Agillic Print channel. The Print channel allows you to take advantage of all recipient data available in Agillic.

Testing an Email with Attachments 

In order to test an email with an attachment you will need to test it through a flow, as it's not attached if it's send through the Test module within the email editor.