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CCP - Attaching PDFs to Email Triggers

Use this guide to set up email triggers and automatically attach PDFs from a pre-existing template.

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Written by Cloud Commerce Pro

If you want to attach a PDF document to an email trigger in your Cloud Commerce Pro system, you will need to select Configuration from the Admin Centre.

This opens a menu of options to the left of the screen:

Select Letters, and you’ll see the submenu open:

To manage your Triggers, select the Triggers option.
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A key section here is the Attachment Template column.

This is where you set the document you want to attach as a PDF.
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If the document already exists you can simply select the template you wish to attach to the specific trigger.
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If the document you wish to attach or send doesn’t exist, you can create a template for the trigger using this guide.

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