How to Add an Email Attachment in Gorilla®

How to Add an Email Attachment in Gorilla®

QUESTIONS THAT APPLY TO THIS TOPIC

  • How do I add an attachment to an email that I am sending through Gorilla?

ANSWER

You can email just about anything as an attachment through Gorilla that you can send in any other email program.  This could include a zipped folder, or a .pdf file.

  1. Place the item to be attached in the email attachments folder on your computer.
    • You can find that by going through My Computer→C drive→Program Files→Bill Good Marketing→Gorilla CRM System for Financial Services.
    • Once inside that folder, select data→EmailAttachments.


      Note: If you are on the cloud, look on your V drive for the identical path. And if you are on a network with another drive naming system, the location of the file is similar
  2. Set up your message as you normally would. When you reach the Delivery Channel screen, select the 3-dot box under Email Settings.

  3. You will have an “Email Attachments” screen pop up. Click on Add.
    Note: You may have to navigate to the email attachments folder that you placed the attachment in.

  4. Your attachment should now show up in the Email Attachments box. Click on Close, and you should see your attachment in the Email Attachments section of the “send message” screen. You can now finish sending your message.

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