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New Event Emails: Include Attachments from Template and Editor


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    Troy Michels

    Thanks Penny, this is something we ran across while developing this feature.  We opted to release the simpler version and match the functionality on the email button from the opportunity screen, but we did have in mind to add attachments as you suggest in a following iteration, along with updating the opportunities button to match.  It's good to hear you'd find this valuable.  

    Anyone else looking for attachments on these emails?

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    Almond, Paul

    Hi Troy,

    I would consider this a mandatory feature for the email function here and in the opportunities system. There are too many variables to be able to add these attachments to a template i.e you may have a template to send an email to a prospective customer but you may want a specific brochure/outline attached or perhaps you have a specific document that a student needs to complete but not all.

    I would find the addition of attachments extremely useful.

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    Holness, Tom

    I think it desperately needs to include attachments or have some way of adding them from the event screen - currently if someone mistypes their email when booking and the communication bounces, we resend from within the system and they don't get the attachments which they need to have.

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    Holness, Tom

    Also would really like it to display what attachments have been sent so we know they have been sent with the email, it'd save a lot of worry from our staff that vital attachments haven't been included when sending,

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    Hafsah Hashmi

    Hi Troy,

    This feature definitely needs to include the attachments, or at least have the option to add these via the email editor. Also, it would be useful to be able to view the attachements that have been sent with the original communication. Thanks.

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    Woodrow, Lindsey

    I agree to - it's a very dated process as it currently stands

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    Kwan Choo, Sim

    I am supporting this feature. Thanks.

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    Pun, Brenda

    Hello,

    I agree. It would be extremely valuable to be able to add attachments. 

    Thanks.

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    Troy Michels

    Marking this as planned, we're going to be adding attachment functionality to events shortly

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    Holness, Tom

    thank god. I was going to start bumping this more or less every day when we couldn't send an email through the system because of attachments needed.

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    Troy Michels

    Attachments are here!  (at least half-way)  As of today's release you can add attachments to the ad hoc emails from either the Sales Opportunities system or the Events.  You can upload a file from your computer or choose one from the DMS. This lines up with Penny's item #2 from the original post. It does not YET pull through the attachments on configured on communications templates as in Penny's item #1, but it will soon, the team is working to add that last piece in the next 2 weeks.

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    Woodrow, Lindsey

    That's great - thanks Troy!

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    Holness, Tom

    Thanks Troy - when you have got item #1 done, will that also mean that attachments are pulled through when event emails configured on the communications templates get resent from events (eg: if someone has mistyped their email when booking and the email has bounced so been resent) or will that only apply to emails sent via the ad-hoc email menu?

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    Almond, Paul

    Great Job Troy! Good to see our ideas becoming reality!!

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    Troy Michels

    Good question Tom, this is just focused on the ad hoc email button at the top of the event/opportunity screen.  I think that means for your example you'll want to use that option with the corrected email address and template to send through a template with an attachment.

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    Holness, Tom

    Thanks Troy, that's really disappointing as it means we lose the record of what has been sent/when and if they have received/opened/clicked it, and the extra work to find the correct template to send for the event & location, plus risk that the wrong one will be sent.

    Should I start a new thread asking for attachments to persist on those emails if they are resent?

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    Troy Michels

    Tom, thinking about your situation, that sounds more like a bug than a new feature to be implemented.  If you haven't already, put it through the support desk.  I'll be talking with the engineers to see if there is any overlap between that and what they're doing with this work, in case the work could be done together, but we should resolve your issue either way.

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    Holness, Tom

    I'm pretty sure I already put this through the report system and was asked to put up a thread in these forums but added my thoughts onto this one instead as seemed appropriate - it also seems like a bug to me and I was utterly confused when attachments didn't persist on resent emails, I'm sure I would have reported it as a bug initially. I'll have a look and see if I can work out what I did and probably put in a new support ticket if I can't see an old/closed one.

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    Troy Michels

    Attachments are now pulled through from templates as well, I'm marking this as done!

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