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Note: Attachments are added to an email from within a text block in an email.
Task: To attach a document as needed to an email within Salesforce Marketing Cloud (SFMC).
Instructions:
Step 1 - Once logged into SFMC, create an email or open content that can be edited (not approved). Email Studio -> Email -> Content
Step 2 - From within the Content page add a text block to the email, if one currently exists in content click in the Text box to get the Edit Block dialog on the left side of the page
Step 3 - Position your cursor where needed and click the "Link" icon in the WYSIWYG control
Step 4 - Within the Link Properties dialog box use the Link to drop-down menu and select Document
Step 5 - Select Browse in the Upload or Select Existing Content
Step 6 - If the document has not been added to SFMC yet, Click Create in the upper right
Step 7 - Click Upload
Step 8 - Browse out to the file location where the document is stored and choose Open
Step 9 - The Document will now be present in SFMC to choose
Step 10 - Using the check box, select the required Document
Step 11 - Click Select in the lower right
- The system will allow the user to Replace or Delete the document if needed
Step 12 - Now that the document is selected click OK to the Link Properties Dialog
Step 13 - The document is actually stored in the Cloud and not physically attached to the email communication. Once the user clicks on the attachment link the document will download and be viewable in the browser window. When users receive the email they will need to click on the link to view the document.
Outcome:
Your Document has been attached to the Email.
Further reading:
Salesforce Marketing: Creating a new Email from a Template
Need additional help?
Please fill out the Salesforce Marketing Cloud Webform with as much information as possible, or contact the ET&S Help Desk team on your local campus.
For additional Training please visit the TLT Docs & Training site