Creating attachments for saved responses

Getting started
1

Similar to another question I had, can you add attachments for saved responses? I want to add a PDF to the saved response to fulfill requests for literature.

2

Hi again Ian! No, you can’t add attachments directly to saved responses either - they’re text-only snippets.

For literature fulfillment, I’d definitely recommend email templates with attachments or hosted PDF links rather than trying to use saved responses. Much more manageable!

3

Thanks Alanna, how do you use an email template in a 1:1 email exchange? The scenario is that the potential customer requests a brochure so we want to be able to quickly send them an informative email with our brochure attached.

4

Hi Ian! You can definitely set something up for quick brochure responses!

First you’ll want to actually create the template:

  1. Go to your email templates and create a new template specifically for brochure requests
  2. Write your informative content and attach your brochure PDF
  3. Save it with a clear name like “Brochure Request Response”

Then when someone requests a brochure:

  1. Go to their contact record and click “Email”
  2. In the email composer, look for “Templates”
  3. Select your brochure template - it will load with the content and attachment
  4. Personalize if needed and send!

You can also accomplish this by creating a “Saved Response” instead of a full template. Saved responses are quicker to access and perfect for common requests like brochure sends.

5

Hi Alanna,
If I click on the “email” button in contacts the editor I am presented with does not include the option to insert a template. It looks the same as the editor I have when I click on send an email from a deal. Is it because of the subscription level maybe? I tried to insert an image of my email editor but it failed here.
The work around I have implemented is to make a new field inside the deal that is “Send Brochure” - It has a dropdown, from the drop down I can select the brochure I want to send. If I am in the a certain “stage” in CRM the automation will fire and a brochure template email will be sent to the contact. - It is not ideal but it works for now. Can you suggest a way to achieve this from the email editor?