LeadConduit supports delivering your lead data and third-party appended data to a batch file.
Create a Batch Delivery
To begin the batch file configuration process, open your Flow Editor, switch to the Steps tab, click the Add Delivery button, and search for or scroll to Batch File Delivery.
The Batch File Delivery Wizard will walk you through the configuration process.
Choose a Name for the Batch File Delivery
2: File Settings
- Comma Separated Value (CSV)
- Tab Separated Value (TSV)
- Time Zone - This setting affects the variable date component of a file name. The default is the time zone set in your account, but you can override it to another time zone.
- e.g. a delivery is scheduled for 1 am GMT (UTC 0) but the recipient is in CST (UTC -6). By default, the date in the file name would be the wrong day for the recipient.
- Row Separator - (Unix or Windows)
- ZIP - Compress and deliver the file in a .zip format
3: Column Settings
- Include a header row? - Yes / No
- Column setup method: You can both select fields from the flow and map them manually
- Select fields from the flow will automatically add all the fields from your flow so you don't have to type all of those in one by one
- Manually add fields allows you to set extra fields if, for example, you wanted to log the outcome of a third-party enhancement step or other additional appended data.
Lead data is automatically mapped to the Batch Delivery step in your flow.
However, when you add fields manually to the Batch Delivery, you must also map those fields manually for that Step in the Flow.
4: Delivery Schedule
Schedule: The batch file can be scheduled to deliver Daily, Weekly, Every Y Minutes/Hours, or you can customize further with Crontab syntax.
Daily and Weekly Schedules can be timed to run at a specific hour or the day.
Weekly schedules can be set to run on a specific day.
5: Delivery Method
Batch files can be delivered by:
Batch files delivered by email will be sent from firstname.lastname@example.org. Please whitelist this email address to ensure proper delivery of your files.
Server credentials aren't a requirement to Save the Batch File Delivery configuration, but of course, the step won't be able to execute successfully until those details are added.
Also, you may need to whitelist LeadConduit IP addresses to allow LeadConduit to transfer files to your server via FTP, SFTP, or FTPS.
In addition to the email with the batch file (if you choose that option), you can provide a list of email addresses to receive alerts for the following:
- Successful Delivery
- Errors / Failures
You can also choose to receive notifications at scheduled intervals even when leads are not present. No delivery will be attempted if no leads are available for delivery.
Save and your Batch File Delivery is ready to use!
Batch Delivery Maintenance
In the top LeadConduit menu under Libraries, you'll find the account level view of all Batch File deliveries.
From the Batches section you can:
Editing a Batch File Delivery
There are two ways you can edit a batch file delivery:
1: Within the Flow
Click the cog on the Batch File Delivery Step in the flow and then Edit Step.
2: From the Batches section under Libraries
Enable / Disable Batch Deliveries
Disabling Deliveries does not prevent the collection of lead data. The batch files simply won't be delivered until the delivery is re-enabled.
Deliver Pending Batch Files
Sometimes you'll need to deliver a batch file ahead of schedule. You can do so from the Batches section of the library.
By default, any leads delivered in a batch file are cleared from the queue. However, you have the option to deliver the leads from this out of sync batch in the next scheduled delivery as well.
Make a Copy
Making a copy will start the Batch File Delivery Wizard, but starts with the configuration from the file you're copying, instead of a blank slate.
Delete a Batch File Delivery
Before you can delete a Batch File Delivery you must remove it from all flows referencing it to prevent errors.
Download / Redeliver a Batch File
When you need to download or redeliver a file you can do so from the Processed Files tab.
NOTE While you cannot redeliver files from a batch you've deleted, you can still download the original file.