Attachments

Attachments can be added to email messages sent by your realtime campaigns. Currently, our integrations for Mailjet and Sendgrid support email attachments.

This feature is disabled by default. If you would like to use it, please reach out to your respective CrossEngage Customer Success Manager.

Usage

Before being able to attach a file to an email message, it needs to be uploaded to the CrossEngage servers. Please refer to our API documentation for detailed instructions on how to upload a file through our API. Once a file has been uploaded, it can be attached to any real-time email message.

Edit or create the email message you want to attach a file to. At the bottom of the Edit email message screen you will find the Attachments card:

Ticking the checkbox Define attachment rule for this message will reveal a text field which lets you define the attachments for a message. This checkbox also accepts handlebars expressions.

Attachment Rules Examples

Example Rule

Description

filename.pdf

The most simple way of attaching a file is to enter the filename. This is useful where all users would receive the same attachment (such as terms & conditions).

filename1.pdf,filename2.pdf

In order to attach multiple files, separate the filenames with a comma. Note that this is not an array notation, just a comma-separated string.

{{{journey.steps.[0].[properties.fileName]}}}

You can also reference an event property to send individual files to users. In this example, the property fileName from the first step of your user journey is being used to define the file (or multiple files) to be attached. See Event helper functions for more information on how to reference event data in handlebars expression.

Attachments are stored on our servers for 14 days and deleted thereafter. Make sure to dispatch your messages within 14 days after uploading your attachments or to re-upload files you need for a longer period. No message will be dispatched if the file to be attached is not available at the time of dispatch.

A maximum of five attachments can be used in each email message.

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