Batch Delivery Method
Instructions on how to configure Batch Delivery Methods
Batch Delivery MethodScheduled delivery designed to send all leads received during a set time frame via email with an excel of CSV attachment.
Batch Delivery Mappings TabBatch Delivery field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
Batch Delivery File Settings TabFile settings for batch delivery can vary based on your client’s requirements. This tab is used to configure the file settings.
Batch Delivery Second File Settings TabThis tab allows you to configure the second file settings.
Batch Delivery Email TemplateCreate a custom template for your Batch Delivery email.
Batch Delivery Delivery Settings TabTo and From settings for lead email batch delivery.
Batch Delivery Batch ScheduleSet the schedule of the Batch Delivery
Batch Delivery Portal Permissions TabClient Portal user batch delivery settings for IVR calls, File Attachments, and Analytic Data.
Batch Delivery - Delivery ScheduleUse the Batch Delivery Tab to create a specific schedule of when the client will be considered for lead delivery.
Batch Delivery Notifications TabUse the Batch Delivery Notifications Tab to create notifications for you or another team member for failed batch deliveries to the client.