The Playbook: How to get the most out of Attach


The idea of ‘dogfooding’ your own product is one we take to heart.

Here at Attach we use our own product for sales, marketing, fundraising, investor updates and recruitment. Through our own experiences, combined with what we’ve learned from the data and our users, we’ve developed a few best practices.

Here’s how you can get the most out of Attach:



  1. Individual or Custom? When to use each link type
  2. Use Anchor Text when sharing links to increase click-through rate
  3. The best time to follow up with prospects
  4. Back from the dead: Reviving Deals through Attach
  5. External links: link out to more information
  6. Internal links: link in between pages on a document
  7. How to include video or audio clips in your docs
  8. For your presentations aim for 1 idea per slide
  9. Stick to 10 pages or less to get your message through
  10. Mail Merge your links out to email lists

1. Should I choose Individual or Custom?

When you create links in Attach, you might have noticed there are 2 different ways to set it up. Here’s when you should use each of them:

An individual: Select this option when you’re sending it to a single contact. For example, you just had a meeting with 1 person at a company and you’re emailing follow up information to them.

How does it work? The first person that opens this link will not be asked to identify themselves as you have already pre-identified them. The second viewer and onwards will be asked for their email address to identify who is accessing the document as it’s forwarded around.

Custom: Here you can choose exactly how you want this link to perform including what additional information you ask (name, email, company or telephone), or whether you want to ask for any information at all.

Sometimes you want to send your document to a group, but you’re more concerned with their level of engagement rather than identifying exactly who is engaged. In this case, send a Custom link that doesn’t ask for any information. You can still see how many people access your document and track their viewing behavior, but they will be identified as ‘anonymous visitor’.

In all situations above where you’ve asked for visitor info, the lead capture form will look like this (with additional fields if selected):



2. Use Anchor Text when sharing links in your emails to increase click-through rate

When sharing Attach links in an email, we suggest you add relevant anchor text to your link for better click-through rates. Anchor text is the clickable text in a hyperlink, so relevant anchor text might be the name or the purpose of the document.

For example:


To do this simply write out your text, highlight it, hit Cmd+k or Ctrl+k, and paste your link in the hyperlink field.


3. The best time to follow up with prospects

Using Attach to time your followups is key to speeding up the velocity of your sales process. It’s what makes Attach such a powerful Sales Acceleration tool.

Say you’ve sent out your presentation or proposal to a prospect, and the next day you receive a notification that they’re now reviewing it. This is your chance to engage your prospect when they’re engaging with you. Being able to reach out when they’re in a buying mindset is critical.

As long as they get spend a decent amount of time and cover enough of your document to be considered a proper review, we recommend contacting your prospects within 20 minutes after they’ve finished reviewing your document. By phone or email depends on your relationship with them.

This gives you the opportunity to answer any questions they’ve no doubt raised while reviewing your document, and work towards the next step – you just saved yourself at least a few days per prospect.

If you sent out a presentation or proposal, but they don’t access it, how long should you wait before reaching out?

Again, this one is on a case by case basis and depends more so on the prior arrangements you had made for next steps. If they were to review the information and get back to you in a week, but you find after 3 – 4 days they haven’t accessed it, here’s your chance to send them a strategic follow up email. Use common sense here (if it’s a public holiday, you know why they haven’t accessed your document yet). We don’t suggest mentioning their lack of inaction (you don’t want to make them feel bad), rather just remind them in a friendly tone:


4. Back from the dead: Reviving Deals through Attach

Just say you sent out some info to a prospect, and the deal was going well, but after some further needs analysis you realize they don’t have the budget for your type of product right now. 6 months later, you’re doing your prospecting rounds when you get a notification that they’ve opened up your document.

All of a sudden they’re engaging with you again. This is your chance to reach out and reconnect at the right time:

5. External links: link out to more information

Attach tracks what links your viewers click on and reports this back to you. You might want to link to pages on your website like Customer Testimonials, Product Features, or social media profiles. Including links in your document helps you better identify what they’re interested in by what they click on.

Note: Links only work if your document is created using Mac (Keynote or Pages = export to PDF) and Google (Docs & Slides) products.

Here’s how to do that in Keynote:



6. Link to other pages within your document

If you want your document to have a ‘choose your own adventure’ flow, we’ll you’re in luck. You can add internal links to other pages of your document to let viewers to jump to a slide or topic that interests them most. This works particularly well if you have a long document with dedicated sections. What’s more, Attach tracks what links they click on so you can better identify their interests.

Note: Links only work if your document is created using Mac (Keynote or Pages = export to PDF) and Google (Docs & Slides) products.

Here’s how to do that in Keynote:



7. How to include Video or Audio in your slides

Sometimes you want to show a video or audio clip within your documents. Whilst you can’t do that directly within Attach (yet), we’ve got a handy workaround for you.

Here’s what you do:

  1. Upload your video to a video hosting site (we prefer Wistia for tracking viewers, but YouTube and Vimeo also work)
  2. Take a screenshot from that video
  3. Insert that screenshot as an image into your document
  4. Add a fake ‘play’ button that looks clickable
  5. Link that image to your video



8. When creating a presentation, aim for 1 idea per slide

The idea of one idea per slide is a fairly common rule of thumb as it makes helps the viewer consume and take in the information. By sticking to this rule holds even more value with Attach.

When you structure your presentation this way, you can get better insight into what ideas are resonating with your viewers, and which ones aren’t. Having multiple ideas per slide makes it hard to find insights into their viewing behavior.


9. Aim to keep your slide decks to 10 pages or less

When we look into our data, the longer the deck, the lower the completion rate. Of course it depends on the purpose of your document, but in general if you want to make sure you get your message across, keep your content succinct.


10. Use the hidden Mail Merge to send links to email lists

A little known feature in Attach is the ability to Mail Merge your links. Mail Merge allows you to automatically add your recipients email address to Attach to track their unique activity.

To use this:

  1. Create a custom link
  2. Add this to the end of it: ?email=
  3. Add your mail merge tag to the end of that

For example, in MailChimp that would look like this:*|EMAIL|*

Again, we suggest you link this up with anchor text or an image. This will automatically add the recipient’s email address to Attach and save you the hassle of creating a unique link for each individual.



We hope these tips & tricks give you a few ideas on how you can use Attach. Have any others that we haven’t thought of yet? We’re always interested in hearing from you.

Login here or Signup to try these out.