How Can I Link a Document in My Communications (Email or SMS) Instead of Attaching It?
Linking a document in your communications can streamline workflows and avoid the need for attaching files. This guide explains how to create clickable links to a document in either email or SMS templates in your Chariot platform.
Introduction
Instead of attaching document files directly, Chariot allows you to insert hyperlinks or buttons that direct recipients to the document PDF. These links can be added to email templates for seamless integration into customer communication. Additionally, you can provide links via SMS with some formatting considerations.
Linking a Document in Emails
To insert a link to the document PDF in an email template, follow these steps:
Navigate to your communications setting area within Chariot (e.g., Settings > Edit Message Templates).
Open the relevant email template you want to modify.
Insert a hyperlink in the email body that points to the URL of the document PDF. You can usually format this using a hyperlink tool or basic HTML. - Example: Click here to view the checklist.
Alternatively, configure a button in the template that links users to the document. This ensures better visibility for the link.
After making these edits, save the changes, and test the template to ensure the link works correctly in a sample email. Note: Formatting options may vary based on the version of Chariot you are using.
Linking a Document in SMS
You can also provide a direct link to the document PDF in SMS messages. However, keep these factors in mind:
The link can be included in the body of the SMS message by pasting the URL directly.
Formatting and clickable link functionality may vary depending on the recipient’s mobile carrier and device. - Example: View the document here: https://example.com/checklist.pdf.
Be concise in your SMS message as character limits can apply.
Additional Considerations
Ensure the document URL is hosted in a publicly accessible location to prevent download issues.
Test the link in both email and SMS formats before sending to users.
Consult the Chariot Help Center for tips on managing templates if you encounter issues.
Related Topics
With these steps, you’ll be able to simplify communication by linking documents, improving efficiency and recipient satisfaction.