How to send an automatic email containing a file after the sale

In this article, we will see how to send an email containing a file to your customer after making a sale.

What you will need:
  • a account
  • a sales funnel with a payment page.
  • your file.

1. Create an automation rule

Create an automation rule as follows:
Set the trigger for the automation rule "new sale" (number 01 on the picture), after selecting the payment page in question.
Pick  "send an email" as an action  (number 02 on the picture).

Click here to see how the automation rules work.

2. Attach your file to your email:

Click on the pencil icon to edit your email (number 03 on the image).

Click on the button "add an attachment" (number 04 on the picture)

Click on the "choose file" button (number 05 on the picture)

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