This works by integrating Filemail’s uploader code into your store. This will allow customers to upload files from your store’s pages directly to your Filemail account. From here, you can download the files.
Most users would be customising personalised digital products when allowing customers to upload files. If you are doing this, you will need the Downloadable Digital Assets app to deliver those digital files back to your customers. You can use Filemail servers with Downloadable Digital Assets by adding them using URL assets.
What do I need?
- A Shopify store
- Filemail account – Business plan €18/m or higher
- Downloadable Digital Assets Shopify app – you only need this if you plan to deliver digital files to your customers on Shopify
How to set it up
From this point, I am assuming that you have a Shopify store already and that you have signed up for the Filemail business plan trial.
If you want to deliver any personalised digital products to your customers, then you will also need to install Downloadable Digital Assets onto your store.
The below steps are based on the method to allow store owners to sell personalised digital products.
1. Implement the Filemail uploader to your store
Once you have got a business account, you will have unlocked the uploader feature.
1.1 Find or create the page to add the uploader
Create a page on your store, or find a location where you will add the uploader. The uploader will be added using a short snippet of code that you get from Filemail.
If you are creating a page, simply go to your Shopify dashboard > Online store > Pages > click the “Add page” button.
1.2 Get the Filemail uploader code
Go to this Filemail link to get the uploader code, and then scroll down to the heading “Integrate uploader in a form”, as shown in red below. Copy the code.
1.3 Paste the code to the page
Now paste the code onto your page in Shopify.
If you have created a new page, you will need to paste the code in the HTML section.
Once you have pasted the code, then click “Save“.
Example of the uploader in action
This is the code in action on our example page. It’s very simple because we only placed it on an example page with a title. You can place this uploader anywhere on your page.
2. Delivering customised digital files to customers
Now, if you are looking to customise the digital file in some way and then deliver it back to the customer, you can do this using the Downloadable Digital Assets Shopify app.
This allows you to attach digital files to an existing order and then send a download email to the customer. It also has the ability to show the digital downloads inside the customer accounts if you have the Professional plan.
2.1 Get the Downloadable Digital Assets app
Simply get the Downloadable Digital Assets app from the Shopify app store by clicking “Add app” and following the steps.
You will need to get a free 7-day trial of any paid plan to unlock the ability to attach files to an existing order.
2.2 Import previous orders (optional)
You only need to do this if you want to attach files to any previous order that you had in your store from before you installed the app. If you don’t need to import previous orders, then go to step 2.3.
To import previous orders, go to “Settings” > “Import previous orders” > then click the import button.
2.3 Upload your digital file(s)
You can do this by:
- Go to the “Assets” page
- Click “Upload new asset”
- Upload your file or files
2.4 Go to an order page in the app
- Simply go to the “Orders” page in the top navigation
- Click on an order
2.5 Attach the file to the order
Now all you need to do is click the “Attach additional asset” button, then choose the asset to attach to the order.
2.6 Resend the download email
You can now click the “Resend email” button to resend a new download email to the customer that includes the attached file.
You can edit the email templates by going to “Settings” > Edit email templates. See our email template customisation guide.
Customer account downloads
You can also inform your customers that they can access their digital files inside their customer accounts. You will need to enable the customer account downloads feature.
Customers can create a new account using the email that they used for their purchase, and they will see their order inside the account.
If you get stuck or need any help, don’t hesitate to contact us, and we can guide you.