On this page

• Working with campaign files and file fields
  • Understanding the difference
    • Campaign files (campaign assets)
    • File fields (lead-specific uploads)
  • Working with campaign files
    • Where to access campaign files
    • Uploading files
    • File access levels
    • File list columns
    • Using files in emails and pages
    • Managing files
  • Working with file fields (lead-specific uploads)
    • What are file fields?
    • Creating a file field
    • File field configuration
      • Basic settings
      • File requirements
      • Image requirements (if File types = Image)
      • Default settings
      • Versioning
      • Optimize
      • File input styling
      • Permission for uploaded files
    • Field visibility and behavior options
    • Using file fields in forms and pages
    • Viewing uploaded files
    • Accessing file field files in templates
  • Best practices
    • For campaign files
    • For file fields (lead uploads)
  • Troubleshooting
    • Campaign file not displaying in email or page
    • File upload fails in form
    • Uploaded files not showing on lead profile
  • Summary

Understanding the difference

The Files page in Campaign Settings contains two distinct sections:

Campaign files (campaign assets)

Campaign files are uploaded at the campaign level and can be referenced in emails, pages, and forms within this campaign. They are used for:

• Campaign-specific images
• Email header images
• Custom graphics
• Documentation templates
• Resources used in campaign emails and webpages

Path: Campaign Settings → Files (bottom section)

File fields (lead-specific uploads)

File fields are custom fields that allow individual leads to upload files through forms, webpages, or the lead profile. They are used for:

• Customer-uploaded photos
• Documents submitted through forms
• Project-specific files
• Case attachments
• Any file that belongs to a specific lead

Path: Campaign Settings → Files → File fields (top section)

Working with campaign files

Where to access campaign files

Navigate to Campaign Settings → Files. Scroll down to the Leads section in the lower part of the page. This section displays all campaign files uploaded for this specific campaign.

Uploading files

To upload a new file:

1. Click + New file
2. Select the file from your computer
3. Configure access level (Public or Private)
4. Click Upload

File access levels

Each file has an access level:

• Public – File is accessible without authentication (suitable for logos, public images)
• Private (if available) – File requires authentication to access (suitable for internal documents)

File list columns

The file list displays:

• Preview – Thumbnail preview of the file
• File – Filename with download link
• Uploaded at – Date and time of upload
• Uploaded by – Name of the user who uploaded the file
• Access – Public or Private access level
• Edit – Modify file properties (access level, etc.)
• Delete – Remove the file from the campaign

Using files in emails and pages

To reference an uploaded file in an email template or HTML page:

1. Click the copy icon next to the filename to copy its URL
2. In your template, use an HTML image tag or link:

<img src="COPIED_URL" alt="Hubhus Logo">

<a href="COPIED_URL">Download PDF</a>

Managing files

To edit or delete a file:

• Edit (pencil icon) – Change access level or other file properties
• Delete (trash icon) – Remove the file permanently

Working with file fields (lead-specific uploads)

What are file fields?

File fields are custom field types that allow leads to upload files through campaign forms, webpages, or the internal lead profile page. Each lead can have their own set of uploaded files stored in these fields.

Common use cases:

• Photo uploads from customers (e.g., "Billeder fra opgave")
• Document submissions (contracts, ID documents)
• Project files (measurements, sketches)
• Case attachments

Creating a file field

To create a file field:

1. Navigate to Campaign Settings → Files
2. In the File fields section (top of page), click + New file field
3. Configure the field settings (see below)
4. Click Save and close

File field configuration

Basic settings

Name – The field name displayed to users (e.g., "Billeder fra opgave", "Upload documents")

Icon – Choose an icon to represent this file field (or leave as Auto)

File requirements

File types – Restrict uploads to specific types:

• Image – Only image files (jpg, png, gif, etc.)
• Document – PDF, Word, Excel, etc.
• All – Any file type

File extensions – Further restrict by specific extensions (e.g., only .jpg, .png)

Min. file count – Minimum number of files required (0 = optional)

Max. file count – Maximum number of files allowed (e.g., 5)

Min. file size (kB) – Minimum file size (useful to prevent empty files)

Max. file size (kB) – Maximum file size per file (e.g., 25000 kB = 25 MB)

Image requirements (if File types = Image)

If you selected Image as the file type, you can also set:

Min. image width – Minimum width in pixels

Min. image height – Minimum height in pixels

Max. image width – Maximum width in pixels (or Unlimited)

Max. image height – Maximum height in pixels (or Unlimited)

Default settings

Delete original image file after drawing – Options:

• Keep original image file – Preserves the original after any editing
• Delete original image file – Saves space by removing the original

Default collapsed state of uploaded files on the profile page – Controls whether uploaded files are expanded or collapsed by default when viewing the lead profile

Versioning

On uploading files multiple times – Choose behavior when a lead uploads a file to a field that already has a file:

• Default behaviour – System default (usually adds as new version)
• Other options may include replacing or adding as separate file

Optimize

Optimize uploaded files for web – Automatically compress and optimize images for faster loading:

• Yes - optimize files without loosing quality (recommended) – Best for web use
• No – Keep original file quality and size

File input styling

These settings control how the file upload field appears in forms and webpages:

Help text – Descriptive text shown below the input (e.g., "Upload photos of the task area")

Padding – CSS padding around the input (e.g., "0px")

HTML before – Custom HTML displayed before the file input (for advanced users)

HTML after – Custom HTML displayed after the file input

Show preview of selected files – Display thumbnails of selected files before upload

Prefer iconic preview – Show file type icons instead of full thumbnails

Prefer iconic zoom preview – Enable zoom on icon previews

Drop zone enabled – Allow drag-and-drop file uploads

Hide thumbnail content – Hide thumbnail previews

Show caption – Display filename/caption below preview

Placeholder – Placeholder text in the upload field (e.g., "Auto")

Permission for uploaded files

Uploaded files require login – Control whether uploaded files are publicly accessible or require authentication:

• Yes – Files require login to access (more secure)
• No – Files are publicly accessible via direct URL

Field visibility and behavior options

After creating the file field, you can configure these options in the field list:

• Checklist – Include this field in checklists
• Required – Make this field mandatory
• Editable – Allow users to edit/replace uploaded files
• Deletable – Allow users to delete uploaded files
• Public – Show this field on public-facing pages
• Hide on page – Hide this field on webpages
• Hide on form – Hide this field on forms
• PII – Mark as personally identifiable information (for GDPR compliance)

Using file fields in forms and pages

Once a file field is created, it automatically becomes available in:

• Campaign forms – Customers can upload files when submitting forms
• Webpages – Display or allow file uploads on custom pages
• Lead profile page – Internal users can upload files directly on the lead
• Checklists – Include file uploads as part of checklist workflows

Viewing uploaded files

To view files uploaded by a lead:

1. Open the lead profile
2. Scroll to the file field section
3. Click on the file to preview or download

The file list shows:

• Preview thumbnail
• Filename
• File size
• Upload date
• Uploaded by (user or customer)

Accessing file field files in templates

You can reference uploaded files in email templates and pages using placeholders and loops. See the template editor for examples of:

• Looping through uploaded files
• Displaying file names and sizes
• Creating download links

Example pattern:

@files(billeder-fra-opgave)
    - {file.name} ({file.size} kB)
@endforeach_file

Best practices

For campaign files

• Use campaign files for campaign-specific assets only
• Use Account files for shared resources (logos, brand assets) - see Managing storage disks and files
• Use consistent naming conventions (e.g., "campaign-header-2024.jpg", "offer-template.pdf")
• Keep file sizes small for faster loading (optimize images before uploading)
• Use Public access for files referenced in customer-facing emails and pages
• Document which templates use which files to avoid accidental deletion
• Remove unused files periodically to keep the file list manageable

For file fields (lead uploads)

• Set appropriate file size limits (balance quality with storage and upload time)
• Use image optimization for customer-uploaded photos (reduces storage and improves performance)
• Set min/max file count to guide users (e.g., "Upload 1-5 photos")
• Use clear field names and help text to explain what to upload
• Enable "Uploaded files require login" for sensitive documents
• Use appropriate file type restrictions (Image, Document, or All) based on use case

Troubleshooting

Campaign file not displaying in email or page

If an uploaded file doesn't display:

• Verify the file URL is correct
• Check the file access level (must be Public for customer-facing content)
• Ensure the file wasn't deleted
• Test the file URL in a browser to verify accessibility

File upload fails in form

If customers can't upload files through a form:

• Check file size limits (file may be too large)
• Verify file type restrictions (file may not match allowed types)
• Check browser console for error messages
• Test with a smaller or different file type

Uploaded files not showing on lead profile

If files uploaded by a lead aren't visible:

• Check the "Hide on page" setting for the file field
• Verify the file was successfully uploaded (check for error messages)
• Refresh the lead profile page
• Check if the field is in a collapsed section

Summary

Campaign Settings → Files contains two distinct features: campaign files (assets used within this campaign's emails and pages) and file fields (custom fields for lead-specific uploads). Campaign files are uploaded in the bottom section and can be referenced in emails, pages, and forms using their file URL. File fields are configured in the top section and allow leads to upload files through forms, webpages, or the lead profile. Configure file fields with appropriate restrictions (file types, size limits, image dimensions) and styling options to guide users. Use campaign files for campaign-specific resources, and file fields for customer uploads and case-specific documents. For files that need to be shared across multiple campaigns, use Account → Files instead (see Managing storage disks and files). Both features support access controls for security and privacy.

? Common searches

file upload • upload images • file field • campaign files • customer uploads • file attachments

? Also known as

file management • file storage • document uploads • image uploads • attachments • media library

Related articles