The Goal: Attach a file to an email you are sending from GrowthZone, while understanding when a shared Cloud link is the better, more deliverable choice.
Before You Begin:
- It is best practice to include links to documents, rather than attach files. Attachments may cause emails to be blocked, and there may be maximum file sizes allowed by some email providers preventing your attachments from reaching the final destination.
- Your GrowthZone software includes a Cloud, to which you can easily upload documents and create sharing links to include in your email.
Microlearning Overview
Step-by-Step Instructions
- If you do need to attach a file to an email, in the Send Email window click the Attach Files button. Please keep in mind the file type and size may affect the deliverability of your email.
- Clicking the Attach Files button will open the Attach Files window. By default it will open the GrowthZone Cloud, where you can find a file you have previously uploaded, OR you can click the Choose Files button to browse your computer for the file.
- Choosing a file from your computer will upload it to the folder you have open in the Cloud, and will automatically select that file for attachment.
- Click Done and the file will be attached to the email.
- When the email is ready, either schedule it for later delivery or click Send to send it.
Common Pitfalls
- Attachment blocked or undeliverable: Large files or restricted file types can cause your email to be blocked by the recipient's email provider. When in doubt, upload the file to the Cloud and send a sharing link instead.
- Forgetting you can remove an attachment: If you attach the wrong file, click the “X” next to it to remove the file from the email before sending.