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Marketing

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Scheduled Email Marketing

Adding Images and Files to Campaigns

What it Does

The campaign editor includes a built-in file manager. The file manager is the component that you will use to browse, search, and select the images and documents that you wish to use in your email message.

With the handy file manager you can:

  • Browse, search, and sort existing files
  • Import new files
  • Create folders
  • Preview and insert images into your message

How it Looks: List and Grid View

The file manager will open over the editor, covering the entire working area. This allows you to browse your files without worrying about your screen size or resolution.

You will find a top section with actions and navigation helpers, with most of the space used to list your files and the information you need to work with them. In March of 2018, we published an update that introduces the ability to switch between List and Grid View. Here is a visual example.

Grid view:

List view:

How you Access It

The file manager will load in several scenarios.

a. When you click on the Browse button in an image placeholder, which is displayed when you drag and drop an image content block into a message.

b. When you click the Change image button in the image properties panel:

c. When you click on Link file when working with images and buttons:

How to Upload Files

The quickest way to upload a file into the file manager is to drag it from your computer to the file manager window, dropping it into the upload area. And it supports multi-file upload too. Cool, huh?

Furthermore, when you use the campaign editor full screen and can't drag from your desktop, the Upload or Import button will do the trick.

Upload limits:

  • The maximum allowed file size is 12MB.
  • Allowed file types are images, pdf, MS Excel, MS Word, and other common text documents.

How to import files from other applications

The Import feature allows you to connect external applications like DropBox, Google Drive, Instagram, and more to import your files.

How to Browse or Search Files

To locate your desired image or document, browse your folders and order their content by name, date, size or type by clicking on the sort labels on top of the list.

An arrow icon next to these labels means that this is the current filter, and its orientation will tell you the order, ascending or descending.

Too many files in the selected folder? Click on the lens icon to run a search. The results will be filtered on the fly. Mind that this search is performed only in the current folder, and not in your entire repository.

How to Use Files

When you move your cursor over a file or folder, that row will be highlighted and the available action icons will be shown on the right side:

  • insert and preview for files
  • delete for both files and folders

If an action is momentarily not available, you will be notified by the tooltip text of the icon, such as when you try to delete a folder that contains files, because only empty folders can be deleted.

If you want to delete multiple files or folders, use the checkboxes to select them, the delete button will be shown at the top, on the right side. Only elements that can be deleted will have a selectable check-box.

How to Organize Folders

You can create the folder structure you prefer to organize your files. To add new folders, use the Add folder icon.

For your folder names, you can use letters (upper and lower case), numbers, spaces, periods (.), hyphens (-), or underscores (_).

To navigate to the parent folder, use the top breadcrumb. Clicking the home icon will take you to your root folder.

No additional images found.

Adding Images and Files to Campaigns

This article covers how to use the File Manager to upload and manage files (most commonly mages) inside your campaigns.

What it Does

The campaign editor includes a built-in file manager. The file manager is the component that you will use to browse, search, and select the images and documents that you wish to use in your email message.

With the handy file manager you can:

  • Browse, search, and sort existing files
  • Import new files
  • Create folders
  • Preview and insert images into your message

How it Looks: List and Grid View

The file manager will open over the editor, covering the entire working area. This allows you to browse your files without worrying about your screen size or resolution.

You will find a top section with actions and navigation helpers, with most of the space used to list your files and the information you need to work with them. In March of 2018, we published an update that introduces the ability to switch between List and Grid View. Here is a visual example.

Grid view:

List view:

How you Access It

The file manager will load in several scenarios.

a. When you click on the Browse button in an image placeholder, which is displayed when you drag and drop an image content block into a message.

b. When you click the Change image button in the image properties panel:

c. When you click on Link file when working with images and buttons:

How to Upload Files

The quickest way to upload a file into the file manager is to drag it from your computer to the file manager window, dropping it into the upload area. And it supports multi-file upload too. Cool, huh?

Furthermore, when you use the campaign editor full screen and can't drag from your desktop, the Upload or Import button will do the trick.

Upload limits:

  • The maximum allowed file size is 12MB.
  • Allowed file types are images, pdf, MS Excel, MS Word, and other common text documents.

How to import files from other applications

The Import feature allows you to connect external applications like DropBox, Google Drive, Instagram, and more to import your files.

How to Browse or Search Files

To locate your desired image or document, browse your folders and order their content by name, date, size or type by clicking on the sort labels on top of the list.

An arrow icon next to these labels means that this is the current filter, and its orientation will tell you the order, ascending or descending.

Too many files in the selected folder? Click on the lens icon to run a search. The results will be filtered on the fly. Mind that this search is performed only in the current folder, and not in your entire repository.

How to Use Files

When you move your cursor over a file or folder, that row will be highlighted and the available action icons will be shown on the right side:

  • insert and preview for files
  • delete for both files and folders

If an action is momentarily not available, you will be notified by the tooltip text of the icon, such as when you try to delete a folder that contains files, because only empty folders can be deleted.

If you want to delete multiple files or folders, use the checkboxes to select them, the delete button will be shown at the top, on the right side. Only elements that can be deleted will have a selectable check-box.

How to Organize Folders

You can create the folder structure you prefer to organize your files. To add new folders, use the Add folder icon.

For your folder names, you can use letters (upper and lower case), numbers, spaces, periods (.), hyphens (-), or underscores (_).

To navigate to the parent folder, use the top breadcrumb. Clicking the home icon will take you to your root folder.

Additional Images/Examples

No additional images found.

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