In this tutorial, Tim demonstrates how to add links in your emails, enabling you to share attachments with your customers effectively. By uploading your files to the cloud (such as Google Drive or OneDrive), you can easily generate a link to share via email. This guide walks you through the steps of sending such an email from a client area, ensuring each recipient receives their own personalized message.





Step-by-Step Instructions

Step 1: Upload Your File to the Cloud

  1. Choose a Cloud Service: Select a cloud storage service like Google Drive or OneDrive.
  2. Upload Your File: Upload the file you want to share to the chosen cloud service.
  3. Generate a Link: Once the file is uploaded, generate a shareable link.

Step 2: Go to Clients Area

  1. Access Client Area: Go to the Business menu and select 'My Clients'.

Step 3: Select Recipients

  1. Open Filters: Click on the filter option to bring up a list of all your contacts.
  2. Select Contacts: Select all contacts and individually deselect those you do not wish to email where appropriate.
  3. Initiate Email: Click on the email option to start composing your message. The list of recipients will be displayed, but each will receive an individual email without seeing others' addresses.

Step 4: Compose Your Email

  1. Reply Address: Ensure the reply address is correctly set.
  2. Enter Subject Line: Type in the subject of your email.
  3. Personalise Greeting: Use curly brackets for placeholders, such as {FirstName}, to personalise each email. Example: Hello {first name},

Step 5: Insert the Link

  1. Write Your Message: Draft the body of your email. Example: Here is the file I spoke about. Download it here.
  2. Highlight Text: Highlight the text you want to turn into a clickable link.
  3. Add Link: Click the chain icon at the top to add a link. Paste the previously copied link and click OK. The text will change color and be underlined, indicating it is now a clickable link.

Step 6: Finalise and Send

  1. Add Signature: If you have a signature, copy and paste it from your usual emails.
  2. Send Email: Click send to distribute your email with the attachment link.

Conclusion

By following these steps, you can easily send emails with links to attachments, ensuring a streamlined and professional communication with your customers. If you have any questions, feel free to contact support at supportandbookthatin.com. Thank you!