SFTP Automation

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About SFTP Automations

You can use SFTP (Secure File Transfer Protocol) to create scheduled survey invitations from a CSV file on your SFTP server. The CSV file must contain the respondent information, also known as the Respondent List. Learn how to create Respondent Lists that are compatible with Enalyzer.

The SFTP automation allows you to set the frequency of your invites, allowing you to send recurring email surveys automatically.

The automation will only send your survey if there are updates to the file. If the file is the same as the previous send-out, the automation will skip it.

Create SFTP Automations

To setup SFTP automations, you have to:

  1. Go to the automations area () and click on Enalyzer in the side menu.
  2. In the side menu, click on Enalyzer.
  3. Click on add automation. If you already have one or more automations click on the add automation icon () to add an automation.
  4. Select the SFTP option.
  5. Enter the details of your SFTP server, and click next.

    If the file is inside a folder in your SFTP, remember that your file location must include the folder. The file location could look like: FolderName/FileName.csv, for example, CustomerExperience/CrosseCourse1Participants.csv

  6. Select the survey you would like to send out with this automation.
  7. Now you need to map the fields in the CSV file to the survey variables.

    If there is a field that you don't want to upload or import, you can skip it.

  8. When you're done mapping, click next.
  9. Now you can set up the automation settings:
    • Name: Name your automation.
    • Frequency: Choose the frequency for survey send-outs. Enalyzer gives you a plethora of options but you can also add a custom frequency if those options don't meet your needs.
    • Start from: Select the date and time for the first invitation.
    • Message: Select the message that will be sent by the automation. Learn more about messages.
  10. When you have finalized your question and customized the settings, click next.
  11. Set the automation status. By default it is active, however, you can deactivate it before you create it.
  12. When you're ready to create your automation, click done.

Error Notifications

SFTP integrations can fail for many different reasons, from not being able to find your CSV file in your SFTP server to missing mandatory background variables. These errors could cause your integration to fail and be deactivated.

Whatever the reason is, you are able to enable email error notifications for your automation. You can define the person(s) that need to receive these notifications.

To enable error notifications, you have to:

  1. Go to the automations area (AutomationsIcon.png) and click on Enalyzer in the side menu.
  2. Click on the automation you want to enable error notifications for.
  3. Under error notifications, enable the email notifications setting.
  4. Click the add recipient and enter the email address that will receive the error notification emails. Repeat this step to add more recipients.
  5. Your changes will be saved immediately. 

FAQs

  • If you'd like the automation to only check your CSV file on a specific date, then you need to add that date to the name of the file. Your file should be named as follows:

    {dd}-{MM}-{yyyy}_nameofyourfile.csv | 10-07-2020_CrosseCourse1Participants.csv

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