In this article, we cover:
Sending files and content in automated messages within ProLine can enhance your appointment reminders, confirmations, and other communications. This guide will walk you through the steps and best practices for attaching files and including dynamic content in your emails and text messages.
How to Attach Files to Automated Messages
To attach a file to an email or text message in ProLine:
Navigate to the appointment reminders campaign where you want to add the attachment.
For emails, scroll to the bottom and select the Attach File option. For text messages, locate the Attach File field.
File Size Limits and Recommendations
ProLine has specific file size limits for attachments:
Email Attachments: Maximum file size is 12 megabytes (MB).
Text Message Attachments: Maximum file size is 5 megabytes (MB), but for reliable delivery, aim for less than 2 MB.
For text messages, consider compressing files or using small PDFs. Videos are generally not recommended due to their size.
Sending Unique Files Dynamically
ProLine allows you to send unique files specific to the assignee of the project:
In the email or text message settings, choose the option to Attach Assignee's Unique File.
Set the unique file for each assignee in the Company Settings:
Navigate to hamburger menu > Company Settings > Projects > Unique File.
Upload the desired file, which could be a photo, PDF, or other document specific to each team member.
Linking to Videos and Large Files
For large files and videos, it is more efficient to use links rather than direct attachments:
Upload the video to a platform like YouTube.
Copy the video URL.
In your ProLine email editor, you can insert the link directly or use text to hyperlink it.
For emails:
Use the Insert Link feature in the email editor to embed the video link.
For text messages:
Paste the URL directly into the message body.
Using Unique Text Fields for Dynamic Content
To send unique links or text for each team member:
Set the unique text for each team member in hamburger menu > Account Settings > Profile > Unique Text.
In your campaign settings, use the
{{user_text}}variable to dynamically insert this text into your emails or messages:For emails: Insert the variable into the desired location in the email body or hyperlink text.
For text messages: Directly paste the
{{user_text}}variable where needed.
This approach ensures each recipient gets personalized content, enhancing engagement and relevance.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.