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With this integration, you will be able to schedule sends for any day of the week, which automatically sends a password-protected file to the end user.
File Format
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For the file format, users have three options here:
xlsx
csv
txt
with the option to ZIP and password protect
Include Fields
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The section of the configuration allows users to map the Convertr Fields to the File Output
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Filter | Description |
|---|---|
| send numeric values as integers |
| send values as string (this is done by default if no filter is used) |
| send date value as unix timestamp (seconds) |
| send date value as unix timestamp (milliseconds) |
| force data to be sent as lower case (e.g. “This Is a Headline” will be sent as “this is a headline”) |
| force data to be sent as upper case (e.g. This Is a Headline” will be sent as “THIS IS A HEADLINE”) |
| force data to be sent as title case (e.g. “this is a headline” will be sent as “This Is A Headline”) |
| leaves the field blank if there is no value stored in the lead details |
| force integration to ignore data in the field and just submit the field name itself |
| forces a field to have a NULL value on submission if the field is empty |
| forces the values true and false to be submitted as a boolean value instead of a string |
File Format
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For the file format, users have three options here:
xlsx
csv
txt
File Name
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Here is where you can name the file that the user will download.
Below are all the placeholders:
Placeholders | Description |
|---|---|
%campID% | This will pull through the Convertr Campaign ID |
%campaignName% | This will pull through the Convertr Campaign Name |
%Y% | theyear that file was created eg 2020 |
%y% | theyear that file was created showing the last 2 digits of the year eg 20 |
%D% | eg theyear that file was created (non-numeric) eg Mon, Tue, Wed |
%d% | the day that file was created (numeric) eg 01,02,03 |
%H% | the hour that file was created in a 24-hour format eg 23:00 |
%h% | the hour that file was created in a 12-hour format eg 11 |
%i% | theminute that file was created eg 00:01:00 |
%M% | the month that file was created (non-numeric) eg JAN, FEB |
%m% | the month that file was created (numeric) eg ) 01, 02 ,03 etc |
%s% | the seconds on when the file was created with leading zeros eg 00:00:01 |
| Info |
|---|
Finally, the file can be saved with .XLSX , .CSV or .TXT conventions. |
File Type
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| Info |
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Important: Please be aware that if this file_type is changed mid-campaign this will interrupt the current process and may affect your next file send. |
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Number | Type | Example |
|---|---|---|
0 | None | |
1 | Double Quote | “value1” |
2 | Single Quote | 'value1' |
3 | Tab | value1 , value2 |
Encoding
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File Name
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Here is where you can name the file that the user will download.
Below are all the placeholders:
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Placeholders
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Description
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%campID%
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This will pull through the Convertr Campaign ID
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%campaignName%
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This will pull through the Convertr Campaign Name
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%Y%
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%y%
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%D%
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%d%
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the day that file was created (numeric) eg 01,02,03
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%H%
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the hour that file was created in a 24-hour format eg 23:00
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%h%
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the hour that file was created in a 12-hour format eg 11
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%i%
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%M%
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the month that file was created (non-numeric) eg JAN, FEB
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%m%
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the month that file was created (numeric) eg ) 01, 02 ,03 etc
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%s%
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the seconds on when the file was created with leading zeros eg 00:00:01
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Path
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This setting is used when configuring a connection for either FTP, SFTP, SFTPS or Dropbox.
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For the send ZIP, this allows the user to put a password on the file.
If send_zip is true then to add a password you will have to fill in the ZIP Password configuration to set it.
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If set to any other connection the user will receive an email informing then them that the file was sent with the lead ids.
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