Note: This feature is only available on the Closer plan.
Attach supports the pre-population of data into the 'Information Required' form that will be displayed to unidentified visitors to your document, by appending a query string to your attach link.
This will automatically add the recipient’s details to Attach and save you the hassle of creating a unique link for each individual.
The supported query parameters are:
To do this:
https://view.attach.io/123?email=*|EMAIL|*
Different email tools have different ways of passing the data, but we've given some examples of popular tools below. If you require additional assistance for a different tool please contact support@attach.io.
(Not all fields are required - remove the ones that are not needed.)
Mailchimp (mailchimp does not support company or telephone):
?email=*|EMAIL|*&name=*|FNAME|*%20*|LNAME|*
More information: http://kb.mailchimp.com/merge-tags/all-the-merge-tags-cheatsheet
SendGrid:
Define substitution tags: fullname, company, telephone
?email=-email-&name=-fullname-&company=-company-&telephone=-telephone-
More information: https://sendgrid.com/docs/API_Reference/SMTP_API/substitution_tags.html
Campaign Monitor:
Define the custom fields you need: fullname, company, telephone
?email=[email]&name=[fullname,fallback=]&company=[company,fallback=]&telephone=[telephone,fallback=]
More information: http://help.campaignmonitor.com/topic.aspx?t=154#new-field
http://help.campaignmonitor.com/topic.aspx?t=33
How can I add a personalized Attach.io link to an email template?
If you use both Cirrus Insight and Attach.io, you can add a personalized Attach link to the email templates you edit/create using Cirrus Insight.
Instead of using yourcompany.attach.io as the url to your links, you can share links from your own domain.
Attach provides a way of integrating with Base CRM to allow you to map Attach document visits back into your CRM system.
How do I reprocess a document that gets stuck processing?
If you've uploaded a document to Attach that seems to get stuck processing or errors out after a few minutes, please select "Reprocess" in the drop down menu and that will force the document to complete processing.
Sub-folders and teams in Attach are designed to help you better manage and share your collateral across your company.