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How can visitors upload a file in your funnel?
How can visitors upload a file in your funnel?

Here you'll find information about adding and how to export the uploaded files.

Luise avatar
Written by Luise
Updated over 4 months ago

With the Upload Block, you can receive files from your funnel visitors (e.g., application documents in the recruiting funnel). Once received, you can download your leads’ files altogether.

A useful process is to use the Upload Block for receiving job application documents in your recruiting funnel or requesting product photos in your feedback funnel.
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​Jump directly to:

How do I add an upload block to my funnel?

1. Open your funnel in the editor and navigate to the page where you want to request a file from visitors.

2. Click the plus (+) sign to add a new block.

3. Now, select the Upload Block from the left sidebar and confirm your choice with the green checkmark.

4. Done! Your Upload Block has been added and is now ready to use.


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💡 Implementation Details

  • File size is limited to 5MB per upload.

  • Files are accessible to anyone with access to the file link.

  • If your account is closed, the files will be deleted and cannot be recovered.

  • You can incorporate 1 upload field per funnel page, but within a funnel, you can include as many upload fields as you want.

  • The upload field functions as a "drop zone," allowing files to be uploaded via drag and drop.

  • File upload in the funnel starts only after clicking the form button, i.e., after the form is submitted.

  • Supported file formats include:

    .pdf, .ppt, .pptx, .xls, .xlsx, .doc, .docx

    .png, .jpg, .jpeg, .gif, .mov, .mp4, .mp3


​What settings are available for the Upload Block?

  • Style: Edit and rephrase the form question
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  • Customizable placeholder text
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  • Adjustable emoji, just like other form fields
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  • Optional or mandatory field
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How can I access the uploaded files?

If a contact has uploaded their file in the funnel and submitted the form, you will find the file as a link in the CRM contact profile or in the analysis area in your conversions. You can use the conversion export function to download all uploaded files of a funnel in a bulk (more on this).

The file will also appear as a link in the lead notification, and it will also be forwarded to your integrations and connected apps (Zapier, direct integrations) as a link.

How long can I download my files from your platform?

There is no time limit. You can download your contact files at any time.

Can I download files from all contacts simultaneously?

Yes, you can download your conversions including the associated uploads. To do this, go to your funnel -> “Analysis” -> “Conversions” and click on the download icon (read more).

Can I add files to my contacts afterwards?

Yes, you can upload files directly to contacts in the CRM, which is particularly helpful if you don't request the file in the funnel, but later in the sales or recruitment phase. This way, you always have all the lead information in your CRM available at a glance (read more).

Find additional information on the following topics in our Help Center:

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