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How do you attach a form/brochure to predefined e-mail?

LeesaSLeesaS AZRegistered User
Our company recently started to require proof of property protection to all of our units. We have a predefined letter that state their Home Owner/Renters insurance declaration page is about to expire. We are suppose to attach a Property Protection brochure with the e-mail, but for the life of me I cannot figure this out.

Comments

  • i43storagei43storage WIRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    @LeesaS - Does your company have a website?  Instead of an attachment, you could have a link inside the letter to a pdf of the brochure (the pdf being housed on the website)?
    Jean Marie
    I-43 Storage
  • LeesaSLeesaS AZRegistered User
    We do have a website, but managers do not have access to add anything other than move in special via Sitelink.
  • i43storagei43storage WIRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    LeesaS said:
    We do have a website, but managers do not have access to add anything other than move in special via Sitelink.

    Maybe you can convince the owners to put a PDF of their brochure(s) online.
    Jean Marie
    I-43 Storage
  • teamcapitolateamcapitola CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    edited November 2018

    If the brochure is simple (as in ... plain text) you can add it as a "form" in Setup -- >Form Setup, then attach to email as a Letter from the account.

    (I'm pretty sure you can use HTML forms too, I just haven't played around with that yet.)

    Even better you could set it up as an automated event in  your CRM Campaign Schedule; have it show up on your reminders (like move in welcome letters) after defining the number of days past, or a certain trigger event.

     

  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭

    If the brochure is simple (as in ... plain text) you can add it as a "form" in Setup -- >Form Setup, then attach to email as a Letter from the account.

    (I'm pretty sure you can use HTML forms too, I just haven't played around with that yet.)

    Even better you could set it up as an automated event in  your CRM Campaign Schedule; have it show up on your reminders (like move in welcome letters) after defining the number of days past, or a certain trigger event.

     


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