Working with campaign files and file fields

Modified on Wed, 6 May at 7:18 AM

Working with campaign files and file fields

Campaign Settings → Files contains two distinct features: Campaign files (assets used in emails/pages) and File fields (custom fields that allow leads to upload files through forms). Both are managed in the same place but serve different purposes.

TL;DR

Campaign files: Upload images/PDFs → get a public URL → use in email templates and pages via <img src="URL"> or <a href="URL">. For files shared across all campaigns use Account → Files instead. File fields: Create via + New file field — configure allowed file types, size limits, image dimensions, upload behavior, and access (public/login required). File fields appear in forms/webpages for customer uploads; files are stored per lead and accessible on the lead profile.

4 things to know

Campaign files (assets)

Upload campaign-specific images, documents, and graphics via Campaign settings → Files → + New file. Set access: Public (for files in customer-facing emails/pages) or Private. Copy the file URL from the list and reference it in email templates or HTML pages. For files used across multiple campaigns (company logo, brand assets) use Account → Files instead — campaign files are campaign-scoped only.

Creating file fields (lead uploads)

Create via Campaign settings → Files → File fields → + New file field. Configure: Name, File types (Image / Document / All), Min/max file count, Min/max file size (kB), image dimensions (if image type), Uploaded files require login (yes = secure/private, no = public URL), web optimization (recommended: yes), versioning behavior on re-upload, and styling options (help text, drop zone, preview). File fields are automatically available in campaign forms, webpages, and the lead profile.

Viewing uploaded files

Files uploaded by a lead are shown on the lead profile page under the file field section — each file shows a thumbnail preview, filename, size, upload date, and who uploaded it. Manage visibility: Hide on page hides from campaign webpages, Hide on form hides from forms, PII marks as personally identifiable information for GDPR. Edit/delete settings via the orange edit icon in the field list.

Using file fields in templates

Reference uploaded files in email and SMS templates using a loop pattern: @files(file-field-slug) ... @endforeach_file. Inside the loop use {file.name}, {file.url}, {file.size}. Use the template editor's built-in File examples section for copy-paste-ready patterns. Test with leads that have actual uploaded files.

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File loop code examples

Use these patterns in email and SMS templates (replace billeder-fra-opgave with your file field slug):

Text list of uploaded files:
@files(billeder-fra-opgave)
- {file.name} ({file.size} kB)
@endforeach_file

HTML with download links (in email):
@files(billeder-fra-opgave)
<a href="{file.url}">{file.name}</a><br>
@endforeach_file

Inline image preview (in HTML page):
@files(billeder-fra-opgave)
<img src="{file.url}" style="max-width:200px; margin:4px;">
@endforeach_file

Test with a lead that has actual uploaded files — empty file fields produce no output and no error.

Troubleshooting

Campaign file not displaying in email or page

Verify the file URL is correct — paste it into a browser to confirm it loads
Check the file's access level: it must be set to Public for customer-facing content
Confirm the file was not accidentally deleted from the campaign files list

File upload fails in a booking form or webpage

Check the file size limit — the file may exceed the Max. file size (kB) configured on the file field
Check file type restrictions — the file's extension may not match the allowed types
Open the browser console for error details
Test with a smaller or different file format to isolate the issue

Uploaded files not showing on the lead profile

Check the "Hide on page" setting for the file field — if checked, it hides the field from profile pages
Verify the file was successfully uploaded (look for any upload error messages during submission)
Refresh the lead profile page
Check if the file field section is collapsed — click to expand it

Common searches

file upload • file field • campaign files • customer uploads • image upload • file attachments • document upload

How do I create custom fields?
Managing storage disks and files
Campaign forms — Creating lead capture forms
Working with the template editor
How do I set up checklists?