Introduction
The Contact lists tab allows you to create two types of lists:
- Static lists: Can be updated manually, either individually or from a file.
- Dynamic lists: Update automatically by retrieving a file from an SFTP server.
Once the creation form has been filled in, the source step is used to load the list initialization file and define its parameters.
Loading the file for a static list
Two options are available to define the source file:
- local file: download the file available on your computer;
- from sftp: select the file among files available at the dedicated path
/queryly/contact_lists_sftp/{group_name}-{group_id}/statics
Select a file for a dynamic list
In the File Selection section, you must enter the following information:
File directory: corresponds to the SFTP folder where the files feeding the list are stored. Only folders that are not already used by a dynamic list are available. Directories need to be created here /queryly/contact_lists_sftp/{group_name}-{group_id}.
File name: this field allows you to define the naming convention for files placed in the above directory to feed the dynamic list. You must specify the file extension (.csv or .txt). If the file name varies depending on the current date, you can insert date variables from the drop-down list.
Once these two items have been entered, you must click Confirm so that Queryly detects the presence of the list initialisation file for the current date in the directory.
Conclusion
To learn more about the different file types supported, you can refer to the associated article: What file types are supported.
Once you've finished you can update the file parameters.
To understdand SFTP management, you can consult the dedicated article.