How do I insert a PDF or document to a marketing email?
If you would like to add a document or PDF to your Email Blast email or weekly marketing email, our email team can manually insert your document or PDF to the email as a link.
To Insert Document To Weekly Email:
- Read over and proof your email as usual in your Email Marketing Dashboard.
- Insert the name of your file in brackets, in the location you'd like your file link to appear: Example: [MyDocumentName.PDF]
Do not forget this next step - When your email is ready, go ahead and select the "I'd like Nate's team to review my email before sending" box at the bottom.
- Also select "I have read and agree to the Acceptable Use Policy".
- Then click the Preview & Send button.
- Please schedule your email for at least 24 Hours in advance, to give our team sufficient time to review.
- Approve your email.
Do not forget this next step - Email your document to our team at support@taxpromarketer.com. Let us know that you've approved an email for Nate's team to review, and in that email you'd like your attached document inserted as a link, inserted in the body of the email, where you placed the document name in brackets.
- Once the team is able to link your document you will receive an email confirming that the email has been set up.
To Insert Document to an Email Blast:
- Go to your Email Marketing Dashboard.
- In the black bar menu, click on the My Email Marketing Tools menu option.
- Click on the Create button, across from the option, "Blast Emails at your discretion"
- Write and proof your custom email.
- Insert the name of your file in brackets, in the location you'd like your file link to appear: Example: [MyDocumentName.PDF] Do not forget this next step
- Then click Preview & Send button.
- Please change the date on your email to be at least 24 hours in advance, to give our team sufficient time to review.
- Approve your email.
Do not forget this next step - Email your document to our Email marketing Specialist, support@taxpromarketer.com, indicating that this is the document you'd like added to your Email Blast.
- Our team will then send you an email confirming that the email is set up with your document link inserted.