Can you add attachments to Workflow emails?

JDavison
Member

Just trying to setup a workflow to send an email. Can you make this email include attachments that are associated with a deal?

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @JDavison,

 

Marketing emails cannot be sent with attachments at this stage, unfortunately. This is probably not just a limitation of the product but intended: Attachments would impact mass email deliverability since they carry a potential security risk to the recipient. Receiving email service providers would probably not let these emails in the primary inbox.

 

Since marketing emails in HubSpot don't support attachments, you would have to include a link to the file in your email. Since that link is probably for each contact, you'd have to store it in a field, I'd recommend a custom single-line text property. (Are these files confidential?) Once the link is stored in a property, you can reference it as a personalization token in your email send.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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BérangèreL
Solution
Community Manager
Community Manager

Hi @SBash1, I hope that you are well!
 

Thanks for asking the HubSpot Community!

Here is an article about the topic "Add attachments to emails".

I have found for you similar threads that might help you:

- The solution from @coldrickjack on this post "Attaching pdfs to transactional emails" and this post "Transactional Emails with Attachment"

Also, I’ve noticed a similar idea already present in our Ideas Forum: Add file attachments to marketing mails. To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

I hope this helps!

Have a lovely day!
Bérangère





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View solution in original post

0 Upvotes
4 Replies 4
SBash1
Participant

What about for one to one transactional emails, is it possible to attach a document to an email through a workflow?

0 Upvotes
BérangèreL
Solution
Community Manager
Community Manager

Hi @SBash1, I hope that you are well!
 

Thanks for asking the HubSpot Community!

Here is an article about the topic "Add attachments to emails".

I have found for you similar threads that might help you:

- The solution from @coldrickjack on this post "Attaching pdfs to transactional emails" and this post "Transactional Emails with Attachment"

Also, I’ve noticed a similar idea already present in our Ideas Forum: Add file attachments to marketing mails. To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

I hope this helps!

Have a lovely day!
Bérangère





loop


Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.

Learn More




0 Upvotes
LouiseBosmans
Participant

Hi, 

 

Is there already a solution for this problem above? 🙂 

 

Gr, 

Louise 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @JDavison,

 

Marketing emails cannot be sent with attachments at this stage, unfortunately. This is probably not just a limitation of the product but intended: Attachments would impact mass email deliverability since they carry a potential security risk to the recipient. Receiving email service providers would probably not let these emails in the primary inbox.

 

Since marketing emails in HubSpot don't support attachments, you would have to include a link to the file in your email. Since that link is probably for each contact, you'd have to store it in a field, I'd recommend a custom single-line text property. (Are these files confidential?) Once the link is stored in a property, you can reference it as a personalization token in your email send.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.