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Using the Attachment URL Custom Field

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Nik Schultz
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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.


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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:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Custom Fields.
  3. Click Add Field > Lead Field.
  4. In the Field Type section, select Attachment URL.
  5. Enter other necessary parameters for the field.
  6. Click Create Field. 
   


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Important: Creating custom fields with the same name as available system fields results in those system fields being rendered invisible and unusable in the platform. To restore system fields, contact SharpSpring Support.
 
Important: SharpSpring Pro CRM and SharpSpring Free CRM users are limited to 20 custom fields per module.
 


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:

  1. In SharpSpring's top toolbar, click
    Contacts > Import.
  2. Click Choose a File.
  3. Select the applicable .CSV file.
  4. Click Upload CSV File.
  5. Once uploaded, enter the standard import parameters.
  6. Scroll to the .CSV Columns section.
  7. Match the Attachment URL column header to the Attachment URL custom field.
  8. Click Import.
  9. Type CONFIRM into the text field.
  10. Click the I confirm that... checkbox.
  11. Click Import.
  


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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 Emails

You can build Visual Workflows that will send an email that contains the Attachment URL as a merge variable when a user does a specific action.

To set the Attachment URL field in an email, do the following:

  1. In SharpSpring's top toolbar, click
    Content > Emails.
  2. Create or edit an email.
  3. Click into the email.
  4. In the Email Designer toolbar, click
    Merge > Custom Fields > Attachment URL.
  5. Add other content to the email as necessary.
  6. Click Save.
  


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Note: This field will not work in custom notification emails.
 


Using the Field in Workflows

Once you have added the Attachment URL field to an email, you can set it to operate in a workflow.

To add the Attachment URL as an action in visual workflows, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Visual Workflows.
  2. Create or edit a workflow.
  3. Under Start or an applicable branch, click
    + Add > Trigger.
  4. Add the desired trigger.
  5. Under the created trigger, click
    + Add > Action.
  6. Under Communication, click send the email.
  7. Enter the name of the email with the Attachment URL merge variable.
  8. Add triggers, actions, time delays, and action groups as necessary.

Contacts who trigger the workflow will receive the email containing their specific Attachment URL as a merge variable.

  


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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.
 

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