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.
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.
On the Documents page, click the 'star' next to the document name to add it as a favorite.
Instead of using yourcompany.attach.io as the url to your links, you can share links from your own domain.