Adding documents for download to emails

created

Soapbox Mailer can use the Salesforce File system, an Amazon S3 account, your own website, or any other service that hosts your images to allow your files to be hosted and linked in your emails.  Here are a few ways you can add links to documents for downloading from your emails.

Using the Salesforce Files tab

This option will be most convenient, though you'll need to be mindful of your data storage limit with Salesforce and understand that Salesforce will put a little viewer on your document so the document can be read in a browser.

  1. In the Soapbox Mailer app, click on the Files tab, which is often found by clicking the "+" button on the far right of your tab bar in Salesforce
  2. On the Files tab page, click the "Upload files" link
  3. Choose the file you wish to upload in the new popup window
  4. Click the Open button
  5. In the confirmation popup window, click the Share Settings button
  6. In the Share Settings window, click the "Anyone with Link" link
  7. In the Share via Link window, copy the URL of the link
  8. Click the OK button
  9. In the Share Settings window, click the Close button
  10. Go back to your Soapbox Mailer campaign record, and create a new Email Link where the Destination URL is the URL to the file you just copied
  11. Insert the Email Link in the email like you would any other email link

Amazon S3

This option is most scalable and best in terms of overall performance due to Amazon's low cost for storage and network of robust services. Amazon S3's cloud storage is available to you through the same Simple Email Service (SES) account created for Soapbox Mailer.

For instructions on uploading files and making them publicly accessible, visit this article.

Using your own website

  1. On your own website, either upload the file you wish to embed, or copy the URL of an existing image on your site.
  2. Go back to your Soapbox Mailer campaign record, and create a new Email Link where the Destination URL is the URL to the file you just copied
  3. Insert the Email Link in the email like you would any other email link

Happy emailing!

Have more questions? Submit a request
Article is closed for comments.