Overview
Batch Delivery is a scheduled delivery designed to send all leads received during a set time frame via email with an Excel or CSV attachment.
Create a Batch Delivery method
In Delivery Methods, click the Create button in the upper left-hand corner. A popup window opens for the basic settings of the delivery method.
Configure the basic settings:
Description: Name your delivery method.
Delivery Type: Select Batch Delivery.
Lead Type: Select the lead type the delivery method will be based on. Important: This setting cannot be changed after the delivery method is created.
Environment: If applicable, set this to "Testing" mode to use a separate testing endpoint.
Click Create. You are taken to the main settings page of the delivery method, starting on the General settings tab. Review the settings you just saved, then move on to the next tab.
Batch Delivery tabs
Set up the tabs in this order:
Mappings: see Field Mappings Tab.
File Settings (below).
Second File Settings (below).
Email Template (below).
Delivery Settings: see Delivery Settings Tab for Email, CSV Attachment and Batch Delivery.
Batch Schedule: see Batch Delivery Batch Schedule.
Portal Permissions: see Portal Permissions Tab.
Delivery Schedule: see Delivery Schedule Tab.
Notifications: see Notifications Tab.
File Settings
File settings for batch delivery can vary based on your buyer's requirements. Use this tab to configure the file settings.
File Format: Select the type of file you want to send in the delivery. The available file types are Excel, CSV, Tab Delimited, Custom Delimited, and XML.
File Delimiter: Input your delimiter if using a custom delimiter.
Include Header Row: Check this setting if the first row of your file contains headers.
File Name: Set the name of the file being delivered.
Delivery Method: Select whether the file should be delivered as an attachment or via a clickable download link.
Send Empty Files: Tells the system if the delivery should process if the buyer did not receive any leads during the scheduled time frame.
Second File Settings
Use this tab to configure the second file settings.
File Format: Select the type of file you want to send in the delivery. The available file types are Excel, CSV, Tab Delimited, Custom Delimited, and XML.
File Delimiter: Input your delimiter if using a custom delimiter.
Include Header Row: Check this setting if the first row of your file contains headers.
File Name: Set the name of the file being delivered.
Email Template
Create a custom template for your Batch Delivery email.
Email Format: Emails can be sent in Rich HTML, Plain HTML, or PlainText. Rich HTML is the default.
Subject: Input the subject line for the email template. This field is required.
Template Body: Add the body content of your email template. You can use the template editor to add images, hyperlinks, text formatting, HTML, etc. You can also use the dropdown below the editor to add tags for inserting variable lead or system data into the email body.
Next step
Next article: Field Mappings Tab