Customers have requested the ability to upload files via an Email Confirmation style step. This has driven us to develop a new step type which mimics the behaviour of the Email Confirmation step except with ability to upload a file when the email is confirmed.
- The “Request Files via Email” option is available when adding a new action step type.
- Add single or multiple files for upload.
- Add a label, which appears in email confirmation.
- Link a data step placeholder, where a file will be store once user has uploaded it and has clicked on the email confirmation
- An email confirmation sent to user will look like the following once a user clicks on the confirmation link.
- Users will be able to upload a file, which will be sent to the data step once the user clicks the “Submit” button
- The uploaded file will appear in the linked data step.