How do I attach a PDF file to an Email Campaign?
We can attach a PDF file to an email campaign in Vtiger CRM by following these steps:
- Log in to the CRM.
- Click the Main Menu.
- Go to Marketing > Email Campaigns. The Email Campaigns page opens.
- Click +New Email Campaign.
- Enter or select the following information:
- Specify the Recipient.
- Provide Sender Information.
- Choose or create the Email Content.
- In the template editor, click Insert Link.
- Choose Vtiger Document or Upload and Insert..
- Select the file.
The file will be added as a clickable link in the template.