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Attaching Emails
emailAttacher is free, or very cheap - Is it supported?

Yes, but not in the manner you can expect from typically-priced apps. It’s offered as a solution that works for almost everyone, with some exceptions. If you run in to an exception please check this page first before submitting the issue to support@emailattacher.com . Our support process puts first priority on widely-impacting issues caused by changes in Infusionsoft or in Internet email services.

Can I attach an email without actually sending an email to the Contact?

Yes, if you put your Attacher Address on the TO line of your email to send the email directly to emailAttacher rather than to a contact then emailAttacher will process your email message differently. It will look for the address of your contact at the end of the Subject: line of your email and will use that address to find the contact in Infusionsoft to attach your email message to.

This can be very handy in the following scenarios:

  • Two employees in your company have an email discussion about a customer and the customer is not included on the emails. The email messages or thread of messages can still be attached to the customer’s contact record by forwarding the email thread to emailAttacher by putting your Attacher Address on the TO line and your customer’s email address on the Subject: line.
  • You are having an email conversation with a customer and have not been attaching the email messages to the customer’s contact record. At the end of the conversation you decide you should attach the email or email thread to the contact record and you can do that by forwarding the email thread to emailAttacher by putting your Attacher Address on the TO line and your customer’s email address on the Subject: line.
I have 2 or 3 email address for some Infusionsoft contacts. Will emailAttacher work if I send the email to any of those addresses?

Yes, emailAttacher will look for the contact in Infusionsoft using the Email 1, Email 2 and Email 3 fields.

What happens with attachments to an email?

Currently, emailAttacher does not attempt to archive your email attachments. The email itself will be attached but not the associated attachments.

If you believe handling attachments would be highly useful for your purposes please use the contact form and send us a message letting us know that.

If you have a file, for example a PowerPoint file, you want to archive to a contact record then you should upload it to the filebox for that contact.

I tried to attach an email which included some attachments and it didn't work.

The email may have been too large. emailAttacher will not process an email larger than 100 MB. Although that is a very high limit it can be reached by including very large attachments on the email. If your email exceeds the size limit it will not be attached and no failure notification will be returned.

Do I have to put my Attacher Address on the BCC line?

No. It can be either on the CC or BCC lines.  However, it’s not useful to expose the Attacher Address to your email recipients – it could confuse them into believing it is an email address they should care about. That’s why the BCC line is always the best place to place your Attacher Address when you send an email.

If you put your Attacher Address on the TO line of your email to send the email directly to emailAttacher rather than to a contact then emailAttacher will process your email message differently. It will look for the address of your contact at the end of the Subject: line of your email and will use that address to find the contact in Infusionsoft to attach your email message to. This is called the Direct Attach method.

If I send an email and include my attacher address on the BCC line, will replies to that email also be attached to the contact record?

No.

Can I setup my email client to automatically add the Attacher address to the BCC line of my outgoing emails?

There are a few soluitons for this, depending on your email client. You can search for instructions on Google – do a search for the name of your client followed by ‘auto bcc’.  For example:

Note that any solution which “auto-forwards” your email won’t work, since it won’t include the intended recipient(s) on the To: address line and therefore emailAttacher won’t know which contact record to attach it to. You must put your Attacher address on the Bcc: or Cc: line of your email.

If someone learns my Attacher Address can they use it to add contacts and attach emails into my Infusionsoft account?

No. emailAttacher has built-in security to thwart that scenario. Only people you authorize as valid senders can use your Attacher Address. And it is not possible for someone to masquerade as one of your valid senders.

I received an email response stating: emailAttacher could not attach your email due to illegal characters in the content. - Why?

Infusionsoft restricts the content of emails that can be attached to the email history. emailAttacher attempts to strip illegal characters from your emails but is not always successful in catching characters that Infusionsoft does not accept. When you receive this response it means your email message contains illegal characters that were not caught by emailAttacher and caused Infusionsoft to reject the attachment.

As a work-around, you can try copy-pasting the important portions of the content body of the failing email into a new email message and sending it directly to emailAttacher using the Direct Attach method.

When I view the attached emails in the email history on the contact record I never see them marked as 'opened' - why?

Email open tracking requires the placement of a special hidden tracking pixel in the email body. HTML Emails sent from Infusionsoft include that tracking pixel and Infusionsoft can then tracking opens of the email message. Emails you send from your personal email account and attach using emailAttacher do not include that tracking pixel, and email open tracking is not enabled for them.

 

Applying Tags
Can an Infusionsoft Tag be applied to the contact when the email is attached?

Yes, if you have a paid emailAttacher subscription. This does not work for free accounts.

Attaching a Tag is an option when you use the Direct Attach method for attaching an email and is not available with the BCC Attach method.

To apply one or more tags to every contact that an email is attached to please follow these steps:

  1. You must know the tag ID for each tag you want to apply. The ID is a number, and can be seen in the Tags section of your Infusionsoft account. Navigate to CRM->Settings then choose the Tags page from the left side menu. On the Tags page find the Tag you want to apply and locate the ID number in the left column for the tag or tags.
  2. In your email client begin the steps to forward an email, and place your Attacher address in the TO: line.
  3. Add the contact email addresses to the end of the Subject: line
  4. Now add the tag IDs to the Subject: line after the contact email addresses. Use blank spaces to separate multiple email addresses and multiple tags.
  5. Press “Send”

emailAttacher will find the tag IDs and apply those tags to every contact it attaches the email to.

See the following image for an example. The Attacher address is underlined in red, the address of the contact this email will be attached to is underlined in blue, and a set of 4 tag IDs that will be applied to the contact is underlined in green:

AddingTags

What happens if the email subject already includes a number in it?

emailAttacher only looks for numbers on the Subject: line that occur after the first email address it finds on the Subject: line. So if the original Subject: line of the email included a number it will be ignored because you will add the contact’s email address after it. However, if the original Subject: line included an email address followed by a number, then those items will be interpreted by emailAttacher to be a Contact’s address and a tag to be applied.

 

Your emailAttacher Account
Can I have more than one emailAttacher account for the same Infusionsoft account?

No, only one emailAttacher account per Infusionsoft account is allowed.

Can I sign up for more than one emailAttacher account using the same email address?

No, your emailAttacher account is closely tied to the email address you signed up with, and you are not allowed to use the same email address to sign up for another emailAttacher account.

If I add additional authorized senders will they each have a unique Attacher address?

No, all authorized senders will use the same single Attacher address you were assigned when you first signed up for emailAttacher.

My free account allows only 1 authorized sender. Can the sender be different than the email I signed up with?

Yes, you can change your authorized sender to be any email address you want.

How do I increase my subscription to support more authorized senders?

If you are using a paid version of emailAttacher then you only need to add your full list of authorized senders in the form available when you login to your account. The emailAttacher system will count your authorized senders and adjust your subscription, up or down, accordingly.

If you have a free version then you will not be able to add additional authorized senders.

How is emailAttacher different than the Infusionsoft Sync App?

The Infusionsoft Sync App attaches emails sent from a gmail account. It can also sync Infusionsoft appointments to Google Calendar. Also, the Infusionsoft Sync App will archive your email attachments in a cloud-based archive system.

emailAttacher attaches emails sent from any email service. And currently it does not archive email attachments.

Also, emailAttacher lets you send an email directly to it, so you can attach an email to a contact record without sending it to the contact.

How is emailAttacher different than the Outlook Sync App for Infusionsoft?

The Outlook Sync App is an Outlook plug-in you install into Outlook on your PC. It will then archive your emails to the contact records in your Infusionsoft account.

emailAttacher is a cloud solution and does not require anything to be installed on your PC. So, it is also compatible with Macs, iPads, Android Tablets, smart phones, and any other device that can send emails. And in addition to Outlook, it attaches emails sent from any email service.

Also, emailAttacher lets you send an email directly to it, so you can attach an email to a contact record without sending it to the contact.