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rish_singh
Contributor ⭐️⭐️⭐️
Jan 9, 2017 7:24 PM UTC

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

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.

    7 replies

    nitisha_rathi
    Expert ⭐️⭐️
    Jan 11, 2017 11:37 AM UTC
    Hi Rish,

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

    Thanks,
    Nitisha
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    lane_h
    Helper ⭐️
    Jan 12, 2017 5:46 PM UTC
    We have a use case for this to we would like to see this.
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    Director of CX and Scale Programs
    nitisha_rathi
    Expert ⭐️⭐️
    May 15, 2017 8:56 AM UTC
    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
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    lane_h
    Helper ⭐️
    May 15, 2017 2:19 PM UTC
    Hi Nitisha,

    I believe our issue is you cannot have email CTAs in Success Plans.
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    Director of CX and Scale Programs
    nitisha_rathi
    Expert ⭐️⭐️
    May 16, 2017 9:16 AM UTC
    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
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    lane_h
    Helper ⭐️
    May 16, 2017 2:54 PM UTC
    Hi Nitisha,

    My apologies, I had my requests confused. 
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    Director of CX and Scale Programs
    nitisha_rathi
    Expert ⭐️⭐️
    May 17, 2017 5:02 AM UTC
    Hi Lane,

    No worries, glad I could help. Thanks!
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