Ability to add attachments to templates & sequences
In the Government space, especially Department of Defense, clickable links for documents are frequently not allowed by their networks. I would like the ability to add attachments to templates, and have them carry over into sequences. This would greatly increase my ability to streamline communication and automate 60% of what I do into templates and sequences.
When creating a template, you need to upload a file as a document, which does not look like a native gmail file when you send it over. I want my emails to seem personal like I'm just sending it out of my gmail.
As of now, I need to create a template (with no file attached), then add it to a email, manually attach a file to then send it like I'd like.
There should just be the same functionality when in a template, if I don't want the weird embeded document I should be able to attach it like a normal document in an email.
I want to be able to not only link to documents within an email template, but also have the ability to attach a pdf (like you would do in a outlook email for example). The functionality is there when sending a manual email, but not for email templates.. Doesn't make sense why this isn't available for automated emails.
Would like to attach documents to email templates & sequences rather than having to upload them to HubSpot and then insert them into the body of an email - this is currently a very slow process
We have several email templates we use at our company to inform customers of instructions, or next steps needed. One particular template is for SSO (Single Sign-On), where we have the template made to automatically insert certain data fields from their Account/Ticket in Hubspot. While this has made life easier, it is still a manual process in the sense that we have to attach 3 different screenshots (.PNG Files) each time we want to send the email out.......there should be an option to have those 3 attachments anchored to the template so they go out with each email.
You do have the option to embed the images right into the email body iteself, but that leads to another issue, which I will also be submitting a ticket for (if there isn't one already), and that is the fact that images embedded into the email body can't be resized easily. If you make them too small, there is no way for the person receiving the email to see the image in it's bigger state, making it hard to read. There should be the option to resize the image smaller, and then when people click on it, it opens it in it's original size.
When you create your template you can add a document/attachment to the template and do not need to embeed the pictures to the email. When creating your template click on Insert and add a document (these documents will have to be uploaded sepeartly and prior to adding to your template).
This feature request is for anyone that uses the sequence feature in Hubspot.
The goal of this feature request is to get attachments added to emails that are apart of a sequence.
The value that this feature request adds is that it will get more people to interact with your emails. Receipents of emails are more likely to view an attachment than to click an external link that leads them to an attachment.
Sending a regular email with an attachment, the traditional way, has been around forever.
Currently Hubspot only allows you to attach a link to a document. They should allow you to attach the document directly to the email.
I agree with this, we get sales emails direct from customers for a request for quote. Our ERP system used to have the ability to directly send quote (including pdf) to customer automatically . We have now moved to Hubspot to send these emails but rather than creating a "task" to follow up we would like to enroll this email into a sequence.
i created a 3 automated email and call followup sequence. when enrolling someone i get prompted to fill in the Placeholder.
email - first email using template with 1 placeholder per automated email, usually just "quote or order number & Description" whch gets cut and pasted accordingly. we would then like to attach a PDF to this first email. each email sent would have a unique PDF attached.
1 day delay
followup call to confirm they have received previous email
2 day delay
Automated Email follow up first email sent
3 day delay
Automated email Followup due to no response.
1 day delay
I understand the purpose of sequences it to nuture new contacts over time rather than to be for automated emails for individual sales. we dont have generic brochures or documents to send to new leads, a lot of what we do is custom design & built to order. in most cases our first contact is a customer asking for a quote.
but our current process involves so many quotes and sales per day that our reps tend to miss follup calls and next you know weve lost a deal due to no response or even a followup.
But adding a simple "Attach file" direct to the sequence email when enrolled would create all new opportunities for the use of sequences. Having the ability to enrole a contact to a sequence after sending a specific email would be great. as that is THE email that would most commonly be replied to.
Using sequences for this process would be ideal as we can preset all the custom fields on enrolling contact. then we can almost set and forget.
Before anyone suggests the "Document Tool" this was explored.
Starting point is a Contacts page
Attaching file direct to sequence email (NOT AN OPTION BUT WOULD TOTALLY LIKE TO SEE AVAILABLE)
Click Email
Click sequence
Select sequence
Prompted to fill out placeholders
Click attach file
Browse and open (File added to email and ready to send)
click send/enroll
2. Using document tool when enrolling
Click Email
Click sequence
Select sequence
Prompted to fill out placeholders
Click insert
Click document
Click manage
Opens new window/tab click Upload Document
Click Your computer
Browse files & Open (file upoads and ready to use)
Go back to previous tab with Sequence open
Click insert
Click document
Select document from dropdown (oh i cant as its not yet populated) requires refresh
Refresh page to repopulate documents list
Click email
Click sequence
Prompted to fill out placeholders
Click insert
Click document
Select document from dropdown
SEND & ENROLL
Document tool prior to enrolling
Click Sales
Click Documents
Click Upload Document
Click Your computer
Browse files & Open (FIle uploaded and ready to use)
Either search contact you want to enrol (or already have open in which case select that tab)
Click email
Click sequence
Prompted to fill out placeholders
Click insert
Click document
Select document from dropdown
SEND & ENROLL
see our dilemma? we have some "older" generation Sales reps that are already hesitant on the process. this would make a world of difference and i reckon they would actually do it
Agreed. The stats of people clicking these links as opposed to attachments is evident. This would be very useful for prospecting campaigns and would allow our team to effectively further automate our sales operations.
Just ask yourself - would you click a link from a stranger in the cyber secure times?
It would be a big boost to our workflow to have the ability to add attachments to sequence emails. I agree with the comments above, most are leery about clicking links these days and links are sometimes broken by corporate filtering.
Completely agree with @AMorgan03 - we need an option to add attachments to templates in sequences. I am dealing with the same thing where reps need to have a quote or order attached to the first email - a unique PDF, not a standard doc in HubSpot. There are definitely some old-school Sales reps that are already hesitant about using sequences and just having it be like a normal outlook email that they could attach docs to would help improve team adoption of sequences immensely.
Agree would be useful feature to allow teams to use hubspot sequences for different use cases, such as to share offers which are unique to a particular prospect when not using Hubspot quote, or to set up sequences around billing and payment reminders.
This is something that would be extremely helpful in our sales process, right now we have to send the initial email with the PDF quote as a regular email, have to set up a reminder to then do another manual followup. If that initial email we could add an attachment without uploading into file manager in hubspot the entire follow up process could be automated and cut our sales staffs time down considerably.
Adding the PDF quotes to file manager is a huge pain and will fill up our limited space in there very quickly.
In addition to the other replies, the importance for me is the need to send a deal specific PDF (presentation) at the start of a sequence, but it is specifically the fact that sequences end when a client books a meeting, which is most valuable to me.
My preference would be to start the sequence, attach the PDF, and then not think about needing to think about ensuring the contact is removed from a follow-up workflow if they book a meeting to close the sales process. (Our packages are large enough that we have never had success closing during the pitch meeting, so a follow-up meeting is common.)
