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How to Attach a Custom PDF Document to System Emails

This article guides you through the process of creating a custom PDF document template and attaching it to a system User Signup email within the vFairs platform. This allows you to personalize attendee invitation letters or other communications with dynamic, personalized PDF attachments.

Create a Document Template

Step 1: Navigate to the Marketing section in the left-hand menu, then select System Documents.

Step 2: Click the + Create Document Template button to begin creating a new document.

Step 3: Enter a Title for your document template in the provided field. For example, 'Registered Attendee Template'.

Step 4: Drag and drop content blocks from the right-hand panel onto the template area to design your document. For example, drag a Heading block.

Step 5: To insert dynamic data, type '@' and select a relevant merge tag from the dropdown list. For instance, select 'Primary Tags > Email' to display the attendee's email.

Step 6: Once you have finished designing your document template, click the Save icon at the bottom left of the screen.

A 'Document template saved' confirmation will appear.

Attach the Document Template to a System Email

Step 7: From the left-hand menu, navigate to Marketing and then select System Emails.

Step 8: Head over to 'User Sign Up' email and click the Edit icon (pencil) in the 'Actions' column.

Step 9: Scroll down to the PDF Document section. From the dropdown menu, select the document template you created earlier (e.g., 'Registered Attendee Template').

Step 10: Click Continue to proceed to the email content editor.


Step 11: In the email editor, ensure the email content is as desired. The selected PDF document will be attached automatically. Click Save to apply your changes.

Important Notes

The 'PDF Document' field will only display templates created under Marketing > System Documents >User Sign Up Email Template

Ensure your document template contains all necessary information and merge tags for personalization.