Embedded Files
If the customer requests that the leads be delivered to them via a CSV, there are two options:
Set up scheduled auto-delivery from the source in Integrate. This option is ideal; however- the customer may receive empty files if no leads were delivered between the last time the customer received their leads and the current scheduled lead delivery.
Always ask the customer if they would be OK with possibly receiving empty files once in a while for the duration of their program.
A way to avoid the customer receiving empty files is to provide them with a cumulative report so there will never be an "empty" week.Manually deliver the leads via email. This would be necessary if the customer doesn’t want to receive blank files and only wants to receive “net-new” leads in their files. Meaning, if we are auto-delivering the customer’s CSV via Integrate but no new leads were delivered during the time period leading up to their scheduled lead file delivery, they would still receive a notification from Integrate with a file which would be blank.
Scheduling Delivery of Leads Via CSV
Scheduling Delivery of Leads Via CSV
Click on the “Insights” arrow.
2. Select “Reports”.
3. Search for the name of the source that the report should be scheduled from.
4. Click on the source.
5. Click on “Settings.
6. A. Make sure that only "accepted" leads are being sent.
B. If you're attaching more than one source to a report click "Consolidate leads into one file".
C. The file type should be .csv.
7. Click “Fields” on the left hand side of the screen and click on “Fields” again.
8. Remove unnecessary fields by clicking on the “X” on the right hand side.
9. Add fields if necessary.
10. Click on “Schedules”.
11. Update the Filename and Email Subject if needed and add the Email Body.
12. In the "Link Access Settings" of the scheduling area:
Make sure that "only these email addresses" are clicked on so our clients are able to open the csv.
13. Click “CREATE SCHEDULE”.
14. Fill in: Recipients, Data Settings, Select Interval, Select Run Times.
15. Click “CREATE & ATTACH”.
16. The auto-delivery setup is complete and will show up on the “Schedules” tab under “Schedules”. The scheduled report can be activated, deactivated, edited and deleted as needed.
Multiple schedules can be created for 1 source.
NOTE- Once a report has been auto-delivered to the recipients, it will expire after 7 days.
Manually Delivering Leads Via CSV
If a customer needs to receive their CSV via us manually emailing them:
Click on the “Insights” arrow.
2. Select “Reports”.
3. Search for the name of the source that the report should be scheduled from.
4. Click on the source.
5. Click on “Settings”.
6. Choose relevant settings.
7. Under “Generate Report as:” select .xlsx.
8. Click on the “Fields” tab on the left-hand side of the screen and click on “Fields” again.
9. Remove unnecessary fields by clicking on the “X” on the right-hand side.
10. Add fields if necessary.
11. Click “GENERATE”.
12. Select Time Period.
13. Add email address and click “GENERATE”.
14. The report will be delivered to the email address submitted in the form shown above. Download the file, open it, and encrypt it with the password that can be copied from the PeerSpot campaign.
15. Email the customer and attach the file.
Page updated
Report abuse