How do I upload a document?

How do I upload a document?

You can upload documents and other files to your account that can be linked to one or more campaigns. When a contact selects a document link, it opens the document you uploaded.

To link to documents, you first have to upload them to the document manager. Open your template in the editor, select the image or text area where you wish to insert the link.

File limitations

Files must be 50MB or less and can be any of the listed file types: 

.csv

.jpg

.rtf

.doc

.mp3

.txt

.docx

.pdf

.vcf

.dot

.png

.vcs

.eps

.pps

.xls

.gif

.ppsx

.xslx

.ical

.ppt

.xps

.ics

.pptx

.indd

.pub



  1. Select the text or image you want to link to your document.
  2. Select Link.
  3. Select Link to a document.
  4. Complete the fields:
    1. Text
      Enter the link text if it is not already entered.
    2. Link title
      Enter the hover over link text. Screen readers also use this text for accessibility purposes.
    3. Select a document
      Select the document that you want the link to open. Documents are shown in a folder structure and you can select the icons to navigate to and from each folder.
  5. Select Insert.
If you want to upload a new document, select Show document manager. In the document manager, you can upload new files, delete existing ones, and create and delete folders to help you to manage your files.

 

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