Using Trackable Smart Attachments (v4.5)

Attaching a file through the Outlook attach function can slow your send process considerably, particularly when sending to lists. In addition, large file attachments and certain file types make it more likely your email will be blocked or not delivered to a recipient’s mail server. The PoliteMail Smart Attachment feature overcomes these issues and enables you to track attachments to know who is opening your files.

A Smart Attachment will be placed into your email as a link, keeping your email size small and fast. The file is uploaded to the Content Library within your PoliteMail account and sent to your recipients. Like a regular file attachment, your recipient clicks the file name within the email to open it. When your recipient opens the Smart Attachment, PoliteMail will track the open.

Here’s how to include a Smart Attachment within an email message or template:

1. Within Outlook’s email editor, place the cursor where you want the file.

2. Click Smart Attachments > Smart Attachment. Find the file you would like to use (a PDF file or any Office document less than 10MB in size. The Smart Attachment maximum size limit is 10MB) from your computer and click Open.

Smart Attachment Icon

3. The file will upload and appear in the body of the message as a link. It will be saved automatically in the Content Library within the Smart Attachments folder. You will also be able to access your saved files for easy reuse by clicking on the Smart Attachments icon in an email message.

Content-Smart Attachments

4. When the recipient clicks the smart attachment link, you will receive tracking data that shows they opened the file. You will see this information on your message results screen in the Click Details section.