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As an enhancement request, I'd like to be able to add an attachment to a playbook email.

  • January 9, 2017
  • 7 replies
  • 37 views
rish_singh
As an enhancement request, I'd like to be able to add an attachment to a playbook email. For example, we have an onboarding playbook where the first step is to send a welcome email. So if there was a way to add an attachment to that welcome email that would be ideal.
    jean.nairon
    rish_singh
    chris_mudd

    7 replies

    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • January 11, 2017
    Hi Rish,

    Agree, we will look into the feasibilities of adding this feature and will keep you updated.

    Thanks,
    Nitisha
    lane_h
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    • lane_h
    • Helper ⭐️
    • January 12, 2017
    We have a use case for this to we would like to see this.
    Director of CX and Scale Programs
    elaine_cleary
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • May 15, 2017
    Hi Rish and Lane,

    You can add the attachment to the email template and send it via email assist. The email sent from email assist includes attachments too.

    Thanks,
    Nitisha
    lane_h
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    • lane_h
    • Helper ⭐️
    • May 15, 2017
    Hi Nitisha,

    I believe our issue is you cannot have email CTAs in Success Plans.
    Director of CX and Scale Programs
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • May 16, 2017
    Hi Lane,

    You can create a playbook having email tasks for 'Objective' CTA type. This playbook can be used in success plans and emails can be sent via success plans CTAs.

    Thanks,
    Nitisha
    lane_h
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    • lane_h
    • Helper ⭐️
    • May 16, 2017
    Hi Nitisha,

    My apologies, I had my requests confused. 
    Director of CX and Scale Programs
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • May 17, 2017
    Hi Lane,

    No worries, glad I could help. Thanks!
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