When a CSV file is processed certain rules are applied:
- CSV files with unique names are processed and loaded into the platform
- If the platform receives a file e.g. filename_20201117095800.csv if the platform receives filename_20201117095800.csv again - it won't process the file as it has already seen this.
- Inside the CSV columns will represent certain items like phone and email
- If a phone or email is repeated in the file the platform will only send a survey to the contact only once. It ignores multiple occurrences of the contact. This check is case sensitive - .e.g. tom@gmail.com is considered different to Tom@gmail.com
- If a column represents a mobile number AND a country code is set in the CSV setting the platform will put the number mobile into an international format for that country.
- Typically a CSV file corresponds to a campaignID but columns in a file can be used to make a decision of what campaign the file is mapped to
- e.g. if a column contains a set of variables these can be used to assign that line to a certain campaignID. This isn't configurable via the portal. If you require this please raise a support ticket
- Columns headers can be used in the platform to represent Custom Contact Variables where plain text is present
- If a column header is Account_type the CCV is {{{Account_type}}}
- Physical CSV files (transferred via SFTP) are deleted after 10 days
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