Buyer Files
Think of Buyer Files as an FTP where you can transfer files for your Buyers to login and download from your LeadByte portal. This is a bolt-on (billable) feature; if you need access to this please raise a support ticket to request the access.
This article will cover the following:
- How to upload a file
- How to give your Buyer access on their portal
- How a Buyer can download a file from the portal
How to upload a file
If you have access to this feature, you can access it under Import > Manage Buyer Files. Here are the next steps to upload a file:
1. Select the file (please note the permitted formats)
2. Select the Buyer you want to assign the file to (you have the option to notify the Buyer)
Notify Buyer
If you select this option the Buyer will be notified via email that a file is available to download.
File uploaded
When you have uploaded a file you will see the file on the page, example below.
When a file has been downloaded a Date Downloaded will appear. When a file has been removed a Removal Date will appear against the file.
How to give your Buyer access on their portal
For your Buyers to access files, you need to give them access under the Buyer permissions sections found under Campaigns > Buyers. Below is a screenshot of what you need to tick (remember to save!).
How a Buyer can download a file from the portal
When your Buyer logs in they will have the option to download a files(s). This can be done from the Files tab as per the example video below.
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