Attach Files to Email Templates: Effortless Email Communication

At OnePageCRM, we do everything we can to increase your efficiency and save you as much time as possible. Whatever stage you’re at in your sales process, we want to ensure you can work with maximum levels of productivity. This way you can dedicate all your focus on that Next Action, rather than on extra admin work.

We know you have dozens of emails to send every day.  So rather than making you type out the same email every single time, we provided a way for you to create Email Templates with the ability to insert variable fields, so you can automate the process of personalizing your emails.

And now, we’ve added a little upgrade! You can now attach files to your email templates from your local device, Google Drive, Dropbox, or the OnePageCRM Documents page.

Attaching a template while composing an email in OnePageCRM

For example, as an IT consulting business you might want to send out an introductory brochure to your leads. So you create an email template for this and simply attach your brochure to it. Now you a complete email that is ready to be sent at a moment’s notice. You won’t need to waste time searching for most up to date file, and you can be sure each email remains consistent. And if you do need to add some extra personalization to a particular email, you can easily do so in the compose window after inserting your template.

Setting up your email templates in OnePageCRM is quick and easy. Simply go to the Templates tab in your Email Settings, and here you can create a new template or edit an existing one. Type your email (for the last time!), add your variables, and finally attach your file.

You can add your files from 4 locations: your local drive, Google Drive, Dropbox and the OnePageCRM Documents page.

How to attach a file from local device, Google Drive, or Dropbox when composing an email template in OnePageCRM

Effortless Email Communication


Now it’s ready to be sent, so open that email editor, select your preferred template from the list. A handy tip to note, is that any template containing an attached file can be easily spotted by the paperclip icon next to the title. Select the template, edit any details if necessary, and send it!

Paperclip icon denoting an email template that contains a file in OnePageCRM

Here’s another little bonus we’ve added—any files you’ve saved to the OnePageCRM Documents page, can now be attached not only to an email template, but also directly from the email compose window at any time.

Have you tried using attachments to email templates already? We’d love to know what you think! Let us know in the comments below or tweet us @OnePageCRM.


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