|SharpSpring enables you to create custom fields that be used in various locations in the application. These custom fields come in in a variety of formats, enabling you to tailor your instance of SharpSpring to fit your company’s needs. One such field is the Attachment URL custom field. This article details how to create and use the Attachment URL custom field.
Important: SharpSpring Pro CRM and SharpSpring Free CRM users are limited to 20 custom fields per module.
Creating the Attachment URL Field
The Attachment URL custom field is a lead field that can contain a URL for an attachment that exists in an external system. The Attachment URL can be any URL link that directs to an external source.
To create the Attachment URL field, do the following:
Mapping the Field on Import
When importing .CSV files, if there an Attachment URL column included in the file, you can map the contents of that column to the leads during the import process. To map the Attachment URL field, do the following:
Once the import is complete, you will be able to see the Attachment URL as a custom field in the Contact Manager.
Using the Field in Workflow Emails
You can build Visual Workflows that will send an email that contains the Attachment URL as a merge variable when a user does something. To use the Attachment URL field in a workflow, do the following:
Note: Attachment URLs as merge variables can only be used when sending emails that are a part of a Workflow. If you attempt to send an email that contains an Attachment URL merge variable directly to a list, or from the email itself, the Attachment URL merge variable will not populate as intended.
Once a contact triggers the Workflow, they will receive the email containing their specific Attachment URL as a merge variable.