This integration type is used when you have to send files containing lead information directly to either an email address or FTP, FTPS, SFTP connection or to a specific Dropbox folder.
With this integration, you will be able to schedule sends for any days of the week, which automatically sends a password-protected file to the end-user.
File Format
xlsx
csv
Include Fields
File Type
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.
There are two options here, default and cumulative.
a. Default: This file type means leads will be sent on to the endpoint in batches according to the schedule set. This file will only include the new leads from the platform since the last batch email was sent.
The leads sent to this file type will be stored in the database and encrypted, and only be appended to the new CSV file when the reports runs at the scheduled time. This means that all leads that have been deleted, invalidated, marked as test or undelivered will all be removed from pending batches, right up until the scheduled delivery date and time.
b. Cumulative: This file type means the report generated will contain all of the lead data within the campaign from the date that this file type was set to Cumulative. Any leads in this campaign prior to this file type change will not be included in the file sent on.
The leads sent to this file type will be stored in the database and encrypted. They will only be appended to the existing CSV file when the reports runs at the scheduled time. This means that any of the new leads that have been deleted, invalidated, marked as test or undelivered will all be removed from pending send, right up until the scheduled delivery date and time.
CSV Delimiter
0 is None
1 is comma
2 is semi colon
CSV Encapsulation
0 is none
1 is a single quote
2 is a double quote
3 is tab
Encoding
File Name
%campID% : This will pull through the Convertr Campaign ID.
%campaignName% : This will pull through the Convertr Campaign Name.
%Y%: year that file was created
%y% last 2 digits of the year eg 20
%D% eg Mon, Tue, Wed
%d%: day that file was created (numeric) 01
%H%: hour that file was created 24-hour format
%h% 12-hour format
%i%: minute that file was created
%M% eg JAN
%m%: month that file was created (numeric)
%s% seconds with leading zeros
Can be saved with XLSX or CSV
Path
Send ZIP (recommended)
ZIP Password
Notification Emails
BCC Emails
Schedule
Connections
FTP & FTPS
Server is the URL
Port the number of the port on the server
SFTP
Dropbox
Access Type
app Folder Access - the user will only have access on a folder level
Full Access - Full Admin rights
Get Dropbox Token
