In UpMail, documents and links appear with an image and a label, often referred to as "supporting content." These elements enhance email communication by providing quick access to essential resources.
We recommend uploading documents and links via the Content Library instead of directly through the email editor. This ensures that all users can access and use these assets across templates and emails.
Steps to Add a Document or Link to Your Content Library
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Navigate to Setup > Content Library from the top menu.
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Click on Documents & Links > All.
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Select Upload Document or Upload Link.
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Choose a file from your computer or enter the desired URL.
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After uploading, you will be redirected to the Docs & Links Content Library page. To complete the setup, click the pencil icon in the top-right corner of the newly uploaded item.
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On the Edit Media page, customize the document or link:
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Add an Image: Upload an image from your computer or select one from the Content Library.
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Name the Content: Provide a clear, recognizable name.
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Add a Label: This will appear at the bottom of the image. We recommend using an action-oriented verb like “View,” “Explore,” or “Discover” to make it clear that the content is clickable.
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Apply Tags: Assign tags to make the content easy to find for your users. Click here to learn more about tags.
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Overlay Icon (Optional): Add an overlay icon to enhance the visual appeal. Click here to learn more about overlay icons.
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Once these steps are completed, the document or link will be available in the Content Library for use across templates and emails.
Using Supporting Content in Templates
After adding your document or link to the Content Library, it will appear in the Recommended Content section of your templates. From there, you can easily incorporate it into your emails to enhance engagement and provide valuable resources to recipients.
> Click here to learn more about Managing your Content Library