ITS FluentCRM Email Attachment

A WordPress plugin that extends FluentCRM to support file attachments in emails via shortcodes.

Description

This plugin intercepts FluentCRM's mailer to allow you to attach files to emails using a simple shortcode. Instead of manually configuring attachments, you can use the [fc_attach] shortcode directly in your email templates.

Requirements

• WordPress 5.6 or higher
• PHP 7.4 or higher
• FluentCRM plugin installed and activated

Installation

1. Upload the plugin folder to /wp-content/plugins/.
2. Activate the plugin through the 'Plugins' menu in WordPress.
3. Ensure FluentCRM (Free or Pro version) is installed and activated.

Usage

Basic Shortcode

Add the shortcode to your FluentCRM email templates:

[[FC_ATTACH::myfilename.pdf]]

File location

Store files in /wp-content/uploads/, these are attached to the email during the send process. Subfolders within /uploads can be used but the subfolder must be included in the shortcode as follows:

[[FC_ATTACH::mydir/myfilename.pdf]]

Multiple attachments

Multiple attachments can be added as follows:

[[FC_ATTACH::myfilename1.pdf]]
[[FC_ATTACH::myfilename2.pdf]]
[[FC_ATTACH::myfilename3.pdf]]

Alternate method

1. Create a FluentCRM Custom Field, e.g. email_attachments as a multi-line field.
2. Enter the shortcode(s) with file name in the Custom Field of your FluentCRM Contact.
3. Add FluentCRM shortcode to the email template Email Body e.g. {{contact.custom.email_attachments}}.

Result

• Different files can be added per Contact using the same email template.
• Works with Campaigns and Automations with embedded emails and Sequences.

Outcome

• Emails are sent using wp_mail including the files attached as standard document attachments.
• If using FluentSMTP emails are logged and include the attachment(s).
• FluentCRM Contact record includes a copy of the sent email, including the attached files.

Contact ITS Group

Website: https://itsgroup.co.nz

Email: info@itsgroup.co.nz

Country: New Zealand