File schedules allow you to automate data delivery via email or FTP in various formats. For instance, if a client requests the previous day’s leads to be delivered daily at 6 AM as a .CSV file, you can set this up using export schedules.

Schedules can be configured to run every 15 minutes, 30 minutes, hourly, weekly, daily, or monthly. There’s also an option for custom schedules. For example, you might set up a schedule to send leads at 1 PM and 6 PM (twice daily) from Monday to Friday.

Step 1: Navigate to the File Schedule tab by going to Delivery > Manage File Schedules, or create a new file schedule.

Step 2: Select the desired campaign and specify the export settings, such as Capture Type (API and/or imported leads), Compression Type, File Format, and Encryption Type.

File Name Tips: If you'd like to include specific date values or a unique export reference in the file name, you can find detailed guidance here: Export File Tags.

Step 3: Scroll down to the scheduling section of the page. Here, you'll need to:

• Enter a reference (friendly name).

• Choose either Email or FTP as the delivery method.

For Email:

• Add the From Name (e.g., Your Company Name), Subject Line, Recipients (email addresses), and the content for the email body.

For FTP:

• Provide the FTP details (host, username, password, etc.).

• Ensure that you test the connection and save the details.

FTP Tips: When testing, common reasons for failure include incorrect credentials or IP authentication being enabled on the FTP server (check with your client). Additionally, we’ve observed instances where a schedule test succeeds, but the actual export fails. This is often due to the FTP Path (where the file is saved) having read-only permissions. To avoid such issues, we strongly recommend testing both the connection and the schedule.

Step 4: The final step is to define your schedule. This should be straightforward. You can configure your schedule to run hourly, daily, weekly, monthly, or on a custom basis.

Scheduling Tips and Definitions:

• "Send if zero leads": Leave this unchecked if you don't want the schedule to run when there are no leads.

• "Send me notification": Select this option if you’d like to receive an email when the schedule runs.

• Embed download link: Use this feature to enhance data security or to prevent large files from being blocked by your client’s email provider.

• Unique file ID: Check the "Use unique ID on filename" option if you want a unique file identifier. This tag can also be used in the email body, subject line, and file name.

Once you've finalized your settings, be sure to test the export schedule and save it.