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Business App

Campaigns Pro _ attachments
Many non-profit clients, particularly those managing boards and committees, send regular emails containing important documents such as board packets, reports, and meeting notes. Currently, Campaigns Pro does not allow direct file attachments like Outlook, which creates friction for users accustomed to simply attaching files to emails. To improve the user experience and streamline document distribution, we recommend implementing a "File Attachment Block" that integrates with cloud storage solutions like Google Drive. Proposed Solution File Attachment Block (Preferred Feature Update) A new content block in Campaigns Pro that allows users to embed files into emails. Users can drag and drop or upload documents, which are then stored securely and linked within the email. Recipients would click a secure download link to access the files. Supports multiple file types, including PDFs, Word documents, and Excel spreadsheets. Benefits: ✔️ Keeps the document distribution process simple and seamless. ✔️ Allows sending board packets and reports without needing external file-sharing tools. ✔️ Provides a user-friendly experience similar to Outlook. Google Drive Integration (Interim Solution) Until a direct file attachment feature is implemented, a Google Drive integration could provide an immediate solution: A "File Upload & Share" Block that connects to Google Drive. Users upload their documents to a specified Google Drive folder and insert an automated link into their email. This method would allow recipients to access all relevant files through a single link. Benefits: ✔️ Keeps all files in one centralized location. ✔️ Easily allows sharing of multiple documents (Excel, PDFs, Word files). ✔️ Reduces email size limitations and spam filtering issues.
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