Occasionally, you may have a need to include a PDF in an email you are sending to your contacts, whether it is informational or a form they need to fill out and return.
While there is currently no 'attachment' option within the email editor tools kvCORE offers, there is still a way for you to send these documents to your contacts within kvCORE using the email editor.
This will help you to easily track the "when" and "what" of your communication and keeps everything in one place: the contact's Timeline in your Smart CRM.
Prepping Your PDF
The first step is to prepare your PDF for emailing. You will need to upload the document into your Google Drive account and create a publicly accessible link in order to include it in your email.
TIP: If you do not have a Gmail or G Suite email account, it is free and easy to create a Gmail address in order to use Google Drive.
1. Log into your Gmail/G Suite account in order to upload the form.
2. Click on the Rubik cube icon in the top right corner.
3. Click on the Drive icon from the drop-down that appears.
4. Click on the "New +" button in the top left corner.
5. Click on 'File upload' from the drop-down that appears.
6. Choose the form from your list of files to upload.
7. Once it is uploaded to your Google Drive, right-click on the PDF.
8. Click on 'Get shareable link' from the drop-down that appears.
9. Click on the arrow next to where it says 'Restricted'.
10. Click on the option for 'Anyone with the link'. This will make the link publicly accessible on your kvCORE website.
TIP: If you are using a G Suite email account provided by your brokerage or office you will need to
11. Click 'Copy link' and then click the "Done" button.
Emailing Your PDF
Now that you have the publicly accessible link to your PDF file, you can add it to your email within kvCORE.
TIP: It is highly recommended that you add your PDF link to a Custom Page on your kvCORE website and include the URL to that Custom Page in your email versus just the file's link. Not only does this encourage your contacts to reference your website more often when they need information, but it also allows kvCORE to track their behavior and provide you with even further insights. A Custom Page link creates a professional, client-facing "home" for your PDF(s) while helping your email avoid going to your contact's Spam inbox since you're linking to a known web page and not a potentially flagged file. For more information on adding Custom Pages, click here.
Regardless of the URL you end up choosing to use, the process for adding that link into your email is the same.
First, choose how you want to send the email. For more information about emailing your contacts, click here.
Once you have opened up the email editor, decide if you want to use the Basic or Advanced email editor. If you would like to use the Advanced Editor, click the blue button on the top right of the editor box.
Using the Basic email editor is probably the faster and easier way to include your PDF or Custom Page link.
Simply create the message you would like to email and then paste in the link where you want it to display. The URL will auto-hyperlink and turn blue, meaning that when your contact receives the email in their inbox all they have to do is click the link.
If you would like to hyperlink a certain part of the message for your contact to click on like this: "For more information, click here!", then you will need to take an extra step.
Once your message is created, use your cursor to highlight the words that you want to hyperlink.
Then click on the link icon in the top row of the editor's table of tools and paste the PDF or Custom Page link into the field labeled 'Url' and click the blue "Ok" button.
Unlike the Basic email editor, pasting in a link will not auto-hyperlink it for you. Whether you would like to make part of your message clickable or you would like to include the full link in your message, you must link the text yourself in order for your contact(s) to be able to click on it.
Once you are in the Advanced editor view, drag and drop the 'Text' widget from the 'Content' section on the right. Type in your message and decide whether you want to hyperlink the link itself or some part of your message.
Use your cursor to highlight your chosen text and click on the link icon in the bottom row of the editor's table of tools and paste the PDF or Custom Page link into the field labelled 'Url' and click the blue "Ok" button.
If you have any trouble or questions when hyperlinking your email to send a PDF, please reach out to Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org!