Files Settings for Batch Delivery

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 – Here, you will 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 – This setting tells the system if the delivery should process if the client did not receive any leads during the scheduled time frame.

Next article: Second File Settings>