Ontraport can host the files you share with your leads and customers, like PDFs, worksheets and audio files. So you don't need a separate service to store them. In this lesson, you'll upload a file, then link to it from your emails and pages.
First, a quick rule: don't attach files to your emails. Many inbox providers treat attachments as spam. Instead, host the file in Ontraport and send a download link.
To upload a file, click your profile icon, then Administration. Under Data, click File Manager. Click Upload File and choose the file from your computer. If a file with that name is already there, you can replace it or rename the new one.
File Manager takes any file type, including PDFs, Word documents, audio files and images. For videos, use Video Manager, which we covered in the last lesson.
If you'll be hosting a lot of files, like the downloads for a full course, use a consistent naming system, such as course name, lesson number, then the file name. That makes them much easier to find later.
Now let's send it. Open your email or page in the editor. To find your emails, go to Contacts, then Messages. If Contacts is the only object in your account, you'll find Messages under Automations instead.
Select the text or button you want to link. Click the hyperlink icon, choose Ontraport Hosted File, then pick your file. The same menu has your other link types too, like a URL, an Ontraport Page or a tracked link. Then save your email or page.
A button works the same way. Set the button's text, link it to your hosted file, and you have a clear "Download" button. In emails, always link text or a button, rather than pasting a bare web address.
Want to share a file somewhere else, like on another website? Go back to File Manager and click the file's name to get its download link. Then paste that link wherever you need it.
If you use Systems to group the assets for an automation, you can include your files. From the system record, click Add / edit assets, find the Files section, click Add, choose your file, and save.
One important caution. File Manager isn't HIPAA or GLB Act compliant. So don't store medical records, or documents with anyone's personal financial information, there.
So: upload your files in File Manager, link to them with Ontraport Hosted File instead of attaching them, and keep sensitive records out. That wraps up the Ontraport for marketing course. Next up is the Ontraport for sales teams course, where you'll automate the repetitive parts of selling so your team can spend more time with leads.