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How do I send a lead a PDF file as part of an automated email?


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I have created a form which captures a minimal amount of information (name and email) and using automation based on tags the lead is added to the correct newsletter. I want to also send them a thank you email with the PDF ebook that will be the whole reason for signing up.

 

How do I do that?

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You'll want to use the Email Contact action in X2Workflow after your New Web Lead trigger. Currently the Email Contact action in X2Workflow does not have a facility for directly adding attachments, so this would need to be performed by providing a link to the ebook. However, adding the PDF as a native attachment would be preferable, so I'll mark this as a feature request and see about enhancing this for a future release.

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Currently the Email Contact action in X2Workflow does not have a facility for directly adding attachments, so this would need to be performed by providing a link to the ebook.

 

I was worried you might say that. Yes, please do add this as a feature request as ebooks are likely to be a large part of the customer process for me. I take it I shall have to offer the download externally to the CRM?

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Yes, that's correct. However, if you have filesystem access to the CRM, you can save them in the uploads directory (not uploads/protected) and serve directly from there. Standard uploads are stored in uploads/protected and are inaccessible via standard web requests.

 

Thank you for your suggestions, I will look into possible improvements regarding this use case.

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