Adding attachments to advanced automation emails in Spectora allows you to include important documents, resources, or additional information directly in your communication with clients and agents. Whether it’s a pre-inspection notice, a detailed checklist, or any other file, attaching documents to your advanced automation emails ensures that recipients have all the necessary information at their fingertips.
In this article, we'll walk you through how to easily add attachments to your advanced automation emails, enhancing the value and effectiveness of your automated communications.
Creating Attachments for Advanced Automation Emails
In this section, we'll walk through how to create attachments for your Advanced Automation emails.
Click into your Automations (Adv)
Click the three dots then "Edit" on any automation
Click edit on the email communication
Click "Add Attachment" below the email body
Click "+New Attachment"
Click "+Add Email Attachment"
Enter a name for your attachment (this is a client-facing name)
Click "File" to select your document from your computer files
Once you've selected your file, click "Save"
✨ You can also click here to access and manage your email attachments.
Adding Attachments to Your Advanced Automation Emails
In this section, we'll show you how to add the created attachments to your emails.
Click into your Automations (Adv)
Click the three dots then "Edit" on the automation you want to add the attachment to
Click edit on the email communication
Click "Add Attachment" below the email body
Select which attachments you would like on the email by checking the box to the left of the attachment name
Once you've selected your attachments, click "Save"
🔴 Keep in mind the maximum file size for attachments in advanced automation emails is 10MB.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
