Create and Manage List Automation Tasks
CX Contact's List Automation feature enables you to schedule repetitive tasks that trigger pre-defined events.
More specifically, you can schedule frequent scans of a remote FTP directory in search of lists matching specified rule criteria. When a list matching the criteria is found, one of the following events occurs:
- The file is imported into CX Contact as a new contact list or the records within the list are appended to an existing contact list in CX Contact.
- The file is imported into CX Contact as a new contact list or the records within the list are appended to an existing contact list in CX Contact, which then triggers a new campaign group.
- The file is imported into CX Contact as a new suppression list or the records within the suppression list are appended to an existing suppression list.
You can also use the List Automation feature to schedule a contact list export. The file is exported out of CX Contact and sent to a remote FTP directory. This can be useful in the scenarios outlined below.
|List Export Use Cases||
The videos and article below describe how to use the List Automation feature in CX Contact.
Use the instructions below to create any list automation task, regardless of the event you intend to trigger.
To start, go to the Lists-->List Automation page and click New. Give the job a name, a description (optional), and then follow these steps:
- Step 1 - Create a run schedule
- Step 2 - Specify the FTP directory and credentials
- Step 3 - Define the trigger event (Action type) and rules
Create a Run Schedule
Here, you'll specify the day, time, and frequency of the scheduled job runs. You can do this in one of two ways:
To choose from the available scheduling options, click the Schedule radio button and specify the following:
- Schedules every - This is the frequency of the run. For example, if you schedule a run on Wednesday from 1 pm to 2 pm, and in this field you select 15 minutes, four runs will take place between 1 pm and 2 pm on Wednesday. Minimum frequency is 15 minutes; maximum is 60 minutes.
- Day/s of the Week - The day/s in which the run will take place. You can select one or multiple days of the week, or you can select All if you want the run to take place every day for this particular job.
- Start time - The start time of the run.
- End time - The end time of the run.
- Time Zone - The time zone associated with the start and end time of the run.
Alternatively, you can click the Crontab string radio button and enter a string of five values that represent a run schedule and frequency. The system will convert the string into a time interval and schedule the run/s accordingly.[+] Show more about Crontab
Specify the FTP Directory
Specify the remote FTP directory and the login credentials used to access it. Only secure file transfer protocols (SFTP) are supported. The following are valid protocols:
If you're using the List Automation feature to import lists from an FTP remote directory, the Delete files after import option applies. You should always leave this option checked (default). If you uncheck the box, the file being imported will remain on the remote directory and will likely be processed again during the next scheduled run.
If you're using the List Automation feature to export a list from CX Contact and onto a remote directory, the Zip files option applies. Leave this checked if you want to zip the files being exported to the remote directory.
Define the Trigger Event and Rules
When a scheduled task takes place and a list is extracted from either CX Contact (in the case of an export) or from an FTP directory (in the case of an import), the resulting action will be determined by the rules you set in this section.
To start, go to the Action type menu and select the event you intend to trigger:
- Import file - The file is imported into CX Contact as a new contact list or the records within the file are appended to an existing contact list. It appears on the Lists page with all other contact lists.
- Send Campaign Group - The file is imported into CX Contact as a new contact list or the records within the file are appended to an existing contact list, which then triggers a new campaign group.
- Suppress file - The file is imported into CX Contact as a new suppression list or the records within the file are appended to an existing suppression list. Note: If you select Suppress file, the Required checkbox appears onscreen. If the suppression list being imported or appended is required, check the box. See the Suppression Lists page for more information about Required versus Optional suppression lists.
- Export Contact List - The contact list is exported from CX Contact and sent to an FTP directory.
The table below describes each rule and identifies its associated triggered event. Remember to watch the videos above to learn how to configure these rules to accomplish a particular list automation task.
|File format operation||
||Select an operator from the list. This is used to define the naming convention you're searching for on the remote FTP directory.|
|File name format||
Specify the value of the file name you're searching for, depending on the operator you selected.
For example, let's say you're looking for a CSV file that contains the word Collections in the file name. From the File format operation list, select the operator Contains, and then in the File name format box, type Collections. If, during the run, CX Contact sees a file that contains Collections in its name, it will grab the list and load it into CX Contact.
||Specify how you want to upload records into CX Contact. Options are as follows:
Select the suppression list for the contacts being loaded into CX Contact.
|Suppression List Channel||
||Specify the channel (voice, SMS, or Email) that the suppression list applies to.
|Upload rule (Optional)||
Apply an upload rule to a contact list or suppression list being loaded into CX Contact. If you use an upload rule, the Specification file option is removed because upload rules already contain specification files.
|Use Specification file (Optional)||
If you want to apply a specification file to a list being loaded into CX Contact, set the Use Specification File switch to the On position and select the specification file from the menu. This field will not apply if you've already applied a specification file to your upload rule.
|Select Data Mapping (Optional)||
||If, instead of a specification file, you want to apply a data mapping schema to the list being imported, set the Use Specification File switch to the Off position. The Select Specification File menu changes to the Select Data Mapping File menu, where you can select and apply a data mapping schema. |
Select the campaign template that you will use when creating the Campaign Group. The campaign template contains the dialing and session profiles.
|Specify Campaign Group name||
||Specify the name of the campaign group that will be created. |
|Contact list name operation||
||If you select the By name option in order to specify the name of a contact list you want the system to export, select an operator that will correspond to the value in the Contact list name format field.|
|Contact list name format||
||Specify the value of the file name you're searching for, depending on the operator you selected.|
For example, let's say you're looking for a contact list that contains the word Collections in its name. From the Contact list name operation list, select the operator Contains, and then in the Contact list name format field, type Collections. The contact list containing the word Collections in its name will be exported to the FTP directory.
||CX Contact can apply a selection rule to a list being exported and sent to a remote directory. Select a selection rule from the list and only the records that satisfy the selection rule condition(s) will be exported.
|Output file name format||
||If you apply a selection rule to the contact list export, you must specify an output file name. For a list of supported naming conventions, click the question mark next to the name of this field in CX Contact or refer to the List Rules page in this manual.
|Use label||* Export Contact List||If you turn on the Use label option, the default field names will be replaced with the field names from the associated list label schema (that is, the names given by the user to better recognize and understand the field). For detailed information, refer to the Create and Manage User-defined Field Labels page.|
|| This option indicates the amount of time for which the entries in the Suppression list should be maintained. A Retention period is mandatory and supports the following options:
If a Retention period is not selected, Permanent is selected by default.
View List Automation Job Details
When you create a new list automation job, the details and status of the job appear in a table on the Lists-->List Automation page. The table contains the following fields:
|Name||The name of the list automation job.|
|List Source||Your username to the FTP directory and the FTP directory address. For example email@example.com.|
|Last Run||The date and time of the last completed job run.|
|Status||The current status of the job. If the status is failure, for example, click the Activity icon in the Actions menu. The Message field on the Job Activity page will display the reason for the failure.|
|Last Modified Date||The date and time you created or modified the job.|
|Schedule||The scheduled start day and start and end time. If you used a Cron expression, the string is displayed here.|
|#Success||An accumulation of successful runs. For example, if the system finds and uploads a list on three runs, the number 3 will display in this field.|
|#Failures||An accumulation of failed runs. Examples of a failed run could include a failed connection to an FTP directory or a partial file transfer. It does not count or display the number of times the system executed a run but failed to locate a list matching the rule criteria. If there are any failed runs, a download icon will appear next to the total. Click the icon to view the details of each failed run.|
|Actions||From the Actions menu, you can do any of the following:
View List Automation Job Activity
From the Lists -> List Automation page, you can click Activity (document icon) to open the Activity page for that job. The following information displays for each run.
- Start Time - The start time of the last run.
- End Time - The end time of the last run.
- Job Result - The result of the run.
- Message - Displays associated messages for that job result.