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.
The file for the user has two options to type here:
xlsx
csv
The section of the configuration allows users to map the Convertr Fields to the excel spreadsheet
On the left-hand side, this is the naming of the columns on the right-hand side these are the fields that those columns will be referencing.
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.
The CSV delimiter will only be used if the file type is set to CSV. This setting determines how the CSV is separated.
0 is None (needs to be deprecated)
1 is comma eg value1,value2,value3
2 is semicolon eg value1;value2;value3
The CSV delimiter will only be used if the file type is set to CSV. This setting determines how the CSV is encapsulated.
0 is none
1 is a single quote eg ‘value1’
2 is a double quote eg “value1”
3 is tab (needs to be deprecated)
Here is where you can name the file that the user will download.
Below are all the placeholders:
%campID% : This will pull through the Convertr Campaign ID.
%campaignName% : This will pull through the Convertr Campaign Name.
%Y%: the year that file was created eg 2020
%y% the year that file was created showing the last 2 digits of the year eg 20
%D% eg the year 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%: the minute 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
%s% the seconds on when the file was created with leading zeros eg 00:00:01
Finally, the file can be saved with XLSX or CSV conventions.
This setting is used when configuring a connection for either and FTP, SFTP or SFTPS.
When using the path the user can specify exactly in the directory when the file needs to be saved.
Eg /mainfolder/subfolder/saving folder
For the send ZIP, this allows the user to put a password on the file.
if sent the true then to add a password you will have to fill in the ZIP Password configuration to set it.
If set to no, no password will be needed to be set.
This is where a user can set the emails of the users who need to receive a notification.
If the connection is Email the email address in the notification emails will receive the download link or the file.
If set to any other connection the user will receive an email informing then that the file was sent with the lead ids
To add multiples it needs to be formated like this:
This is the same as notification emails but when sent the email they will be in BCC
Batch Hour (mandatory) is the hour in which the file integration will commence for eg if it is set to 11 this will compile all leads before 11 only so for instance if the lead came in at 11:01 this would not be included in the file being sent.
Days of the week the days of the week of when the file will be sent
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
