To insert a file into a lead email response in the Reservation Sales Suite you must first upload the file into the image library. Once uploaded, this file will appear in the Insert File dropdown within the email editor and can be inserted into your email as a link.
Part 1: Adding your File to the Image Library
- Navigate to Reservation Sales Suite > Marketing Tools > Image Library
- Click the Green Plus Button
- Enter a Description (this is how you will identify the item within your email template)
- Select Document Type: Attachment
- Click Choose File
- Locate and Select your File
- Click Open
- Click Save
Part 2: Inserting your file into an email template
- Within the Reservation Sales Suite navigate to Leads > Leads > New Filter
- Locate your Lead
- Click the Reply Via Email button
- Click Insert File
- Select your file from the list
Your file will now be added into your email template as a link.