Need to send a file to a group of contacts? The industry's best practice is to include this information as a link in the body of your email. 

Creating a Sharable Document Link  

1. Upload the file to your Website, Google Drive, or Dropbox

2. Copy the Shareable Link

[How to Create a Share Link with Google] [Sharing Links with Dropbox]

3. Paste the link into your email template

Hyperlinking Text

1. Add the desired text to the body of the email

2. Highlight the text with your cursor

3. Click the Add or Remove Link icon

4. Paste the link in the window > Insert Link

Hyperlinking Images

1. Upload the image by clicking the Insert Image icon

2. Highlight the image with your cursor.

3. Click the Add or Remove Link icon

4. Paste the link in the window > Insert Link

Email Marketing Standards

To keep with compliance, and increase delivery rates, we don't allow attachments in marketing emails (email templates, action plans, batch emails). It’s an industry-standard practice similar to email marketing giants like MailChimp, Constant Contact, Aweber, etc. 

If you want to send a document, it's best to send it as an image link, or regular link, inside the email template.

Using text or image links is a great way to send out this information, while still giving your email the best chance of landing in the inbox and not being marked as spam!

Why Links Are Better

Attachments can "raise red flags" when sent to people at mass. They can also cause issues based on file size, attachment type, etc.

Additionally, Follow Up Boss allows you to track who clicks links inside of your email. There's no way for platforms to track who downloads an attachment.