Campaign Managers are able to set the automatic uploading of Leads via SFTP.
This feature removes the need for Campaign managers to manually upload campaign lead lists and instead provides some level of automation.
After creating a Campaign, the Campaign Manager can set up the schedule for the SFTP uploading of leads by selecting the 3 dots next to the campaign name and clicking on “Schedule SFTP Upload”.
By clicking on this option you will be taken to the “Define properties” view, where changes can be made to the campaign such as setting the “from” & “to” dates for the campaign as well as whether or not headers are to be used.
(for more information on Headers refer to:https://zailab.zendesk.com/hc/en-us/articles/360013894879-Creating-uploading-a-prospect-list )
Once the desired changes have been completed select “next” to be taken to the “Define Work” view. Here you will need to select the outbound flow that leads will be served through.
After selecting the desired outbound flow the “Next” button will be available.
After clicking “Next” you will be taken to the Schedule Upload” view. For this section, you will need the following information to successfully set up the SFTP upload schedule.
- SFTP Host
- SFTP Port
- SFTP Username
- SFTP Password
- SFTP path
This information will be provided by the I.T personnel that set up the SFTP server and Zailab does not offer verification and has no control over this aspect. If the incorrect information is filled in the leads will not upload.
Once you have input the correct information simply select “Finish”
Once completed you will be greeted with a green notification.
NB* The upload interval is dependent on the day that the schedule is set, for example, if the schedule is created on a Monday and the interval is set to weekly then the upload will occur once a week on Mondays.
NB* Only one campaign can have scheduled SFTP uploads at a given time, to remove the schedule from a campaign simply click on the 3 dots next to the campaign name and select “Remove Schedule”
Then repeat the above process to add Scheduled SFTP uploads to a new campaign.