Upload new Document while personalizing Sequence or Template send

Status: Idea Submitted

Status history

Hi Community!

We are currently planning to include the ability to insert images and documents as attachments to sequences at the moment of enrollment. This would allow users to add images, and files like .pdf, .ppt, .mov and more to a specific email in a sequence. This would upload and send the email with this file attached without requiring the use of the “Documents” tool and would not upload the file into your team’s shared File Manager. This will be designed to help users send images or documents that are only meant for the recipient of the sequence.

I will update here once we have made progress on this planned work.

Best,

Glen