Re: Adding attachments to List Builder Emails

Method_Audisho — Thu, 28 May 2015 18:34:27 GMT

Hi IBC,

As per the personal message you sent me, I will do my best to explain how this can be accomplished through customization. The option I am going to present you with will only allow you to attach 1 document. If you would like to attach more, the customization becomes significantly more complicated, as Method allows a maximum of 5 attachments. Due to this, you would need to create a custom counting table in order to prevent attaching more than 5.

The first thing you need to understand is that documents in Method are stored in the DocumentLibrary table. We are going to be using this table to store the documents that you would like to attach. Have a look at the Documents tab in Method and this will give you an idea of how documents are uploaded and listed.

First, we’ll add a couple of objects to the Step4: Send an Email tab of the list builder screen; a read only textbox for displaying the selected document name and a hidden textbox for storing the RecordID of the selected document. I’ll explain this later.

Second, we need to add a list similar to the one located under Documents > Documents List. Add a detached grid of the DocumentLibary table and add the fields we want to display. I recommend adding the Name, Description and Document fields as a minimum. We also need to add a Select column. We will use the select column actions to populate the document name and document RecordID textboxes that we added previously using Enter Value Into Field On Screen actions.

Third, we need to modify the Process Selected and Process All buttons on the Step 5: Process your list tab. Directly before the Send Email action, we add a Retrieve Value From Table action that gets the selected attachment from the DocumentLibrary table using the RecordID from our hidden textbox object, storing the Document field in an action result.

Finally, we modify the Send Email action to include the attachment from the action result. And that’s pretty much it.

There are a few things you will need to consider still such as; clearing the selected attachment if you change your mind on attaching a document and checking if an attachment has been selected. If you’re a little bit unsure of anything that I mentioned, please feel free to post back and I’ll do my best to clarify. If you’re fairly new to Method customization and this is a little bit beyond your knowledge level, you may want to have a look at our customization webinars. Again, we do have a professional services team and partners who can assist you with this if need be.

I hope this helps and good luck :)

-Audisho

Re: Adding attachments to List Builder Emails

Method_Audisho — Thu, 28 May 2015 16:01:44 GMT

Hi IBC,

Unfortunately, customization is required if you would like to include attachments in your list builder emails. There are several ways you can approach this customization and I would be happy to post back with an overview of one if you are interested. Just let me know.

Alternatively, if you would like someone else to do the customization work for you, you can reach out to a Method partner or your account manager to schedule a session with our professional services team.

I hope this helps.

-Audisho

Adding attachments to List Builder Emails

IBC — Thu, 28 May 2015 14:39:41 GMT

Hi everyone,

I'm looking to email my leads and customers about our products, and attach some PDFs with information on our product.

There doesn't seem to be a button to attach documents to emails in List Builder, and I was wondering if it was possible to do so without going through customization.

Thank you!

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Re: Adding attachments to List Builder Emails

Re: Adding attachments to List Builder Emails

Adding attachments to List Builder Emails