Feature Overview
Dynamic Email Attachments is a feature in Synerise that enables sending personalized file attachments to individual customers via email. Files are uploaded through the Synerise API with customer IDs, and an automation workflow triggers the email delivery with the corresponding attachment for each recipient.
The feature is available in the Automation module (Send Email node) in Synerise.
What Are Dynamic Email Attachments?
Dynamic Email Attachments extends the existing static email attachment capability with the ability to attach files tailored to individual customers. Files are uploaded via the Synerise API together with customer IDs, generating an attachment.upload event on each customer's profile. In an automation workflow, the Send Email node references the attachment.upload event to include the correct file for each recipient. Up to 5 files can be attached per request.
Why Dynamic Email Attachments Matter
Industries that handle sensitive, personalized documents — financial services, healthcare, insurance — need to deliver customer-specific files via email. Without dynamic attachment support, personalized document delivery requires custom integrations or manual processes outside the marketing platform.
Dynamic Email Attachments address this by:
- Enabling per-customer file attachments through email campaigns
- Integrating with automation workflows for trigger-based document delivery
- Supporting batch uploads of up to 5 files per API request
- Recording attachment.upload events on profiles for workflow triggering
Key Capabilities
API-based file upload
Upload files with customer IDs via the Synerise API. Each upload generates an attachment.upload event on the customer's profile containing file information. Files can be uploaded individually or in batches of up to 5.
Workflow integration
Use the attachment.upload event as a trigger in automation workflows. The Send Email node includes a Dynamic Attachments option that references the trigger node containing the attachment event, linking the correct file to each customer's email.
Industry-specific applications
Financial reports, investment summaries, tax documents, medical reports, insurance policy summaries, and other personalized documents can be delivered automatically through email campaigns.
How Dynamic Email Attachments Work
- Integrate your document generation system with Synerise by uploading files with customer IDs via the API.
- An attachment.upload event is created on each customer's profile in Synerise.
- Create an automation workflow with the attachment.upload event as a trigger (e.g., in a Profile Event node).
- In the Send Email node, select Dynamic Attachments and reference the trigger node.
- The email is sent to the customer with their personalized attachment.
Example Use Case
An insurance company generates personalized policy renewal summaries for each customer at the end of the year. The document system uploads each PDF to Synerise via the API with the customer's ID. This triggers an automation workflow that sends a renewal reminder email with the customer's specific policy summary attached — all automated, personalized, and delivered without manual intervention.
FAQ
What are Dynamic Email Attachments?
A feature that enables attaching personalized files to emails for individual customers, uploaded via the Synerise API and delivered through automation workflows.
How many files can I attach?
Up to 5 files per API request. Each request generates one attachment.upload event.
How do I trigger the email?
Use the attachment.upload event in an automation workflow trigger, then reference it in the Send Email node's Dynamic Attachments option.
Key Facts
| Attribute | Value |
|---|---|
| Feature | Dynamic Email Attachments |
| Product | Synerise |
| Module | Automation (Send Email node) |
| Purpose | Send personalized file attachments to individual customers via email |
| Upload Method | Synerise API with customer ID |
| Max Files | 5 per API request |
| Event | attachment.upload (created on customer profile) |
| Documentation | hub.synerise.com — Dynamic Attachments |
Related Concepts
- Refreshed Email Template Builder & Predefined Templates
- Customizable One-Click Unsubscribe Header in Email Communication
- Sending Operational SMS and Push Notifications
- Automation workflows in Synerise
- Personalized Promotions in Automation and Communication
TL;DR
Dynamic Email Attachments in Synerise enables sending personalized file attachments to individual customers via email. Files are uploaded through the API with customer IDs, generating attachment.upload events on profiles. Automation workflows trigger email delivery with the corresponding attachment using the Send Email node's Dynamic Attachments option. Up to 5 files can be uploaded per request.
