PEC-OU/Current/CXContact/FTPAutomation - Revision history

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{{Article
|Standalone=No
|DisplayName=Create and Manage List Automation Tasks
|TocName=Create and Manage List Automation Tasks
|Context=Learn how to create and manage List Automation Tasks.
|ComingSoon=No
|Platform=PureEngage
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=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 {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPRules|display text=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 exported contact list will be used to update a CRM system incrementally throughout the day.
*You will use the List Automation feature later to grab the exported contact list and import it into CX Contact as a suppression list.
{{!}}-
{{!}}}

{{AnchorDiv|AutomationVideos}}
The videos and article below describe how to use the List Automation feature in CX Contact.

{{#widget:Vimeo|id=265455665|width=950|height=380|center|middle}} 
{{#widget:Vimeo|id=266576299|width=350|height=250}} {{#widget:Vimeo|id=267488830|width=350|height=250}} {{#widget:Vimeo|id=268068123|width=350|height=250}}
{{AnchorDiv|FTPCreate}}

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:

*{{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPSchedule|display text=Step 1 - Create a run schedule}}
*{{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPOptions|display text=Step 2 - Specify the FTP directory and credentials}}
*{{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPRules|display text=Step 3 - Define the trigger event (Action type) and rules}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Create a Run Schedule
|anchor=FTPSchedule
|alignment=Vertical
|Media=
|image=
|structuredtext=Here, you'll specify the day, time, and frequency of the scheduled job runs. You can do this in one of two ways:

*Choose from a series of {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=SchedulingOptions|display text=scheduling options}}
*Specify a {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=CronExpression|display text=Cron expression}}

[[File: CXC_Automation_ScheduleOptions.png|500px|center]]

{{AnchorDiv|SchedulingOptions}}
===Scheduling Options===

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.

{{AnchorDiv|CronExpression}}
===Cron Expression===

Alternatively, you can click the '''Crontab string''' radio button and enter a string of five {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=CronAttributes|display text=values}} that represent a run schedule and frequency. The system will convert the string into a time interval and schedule the run/s accordingly.

<toggledisplay linkstyle="" font-size:larger="" showtext="[+] Show more about Crontab" hidetext="[-]Show less">

{{NoteFormat|The following syntax rules apply:
* There should be five fields. If you choose not to enter an integer in a field, use an asterisk to replace it.
* Each field is separated by one space (for example 15 * * * *, not 15****).
* If a field contains a series of integers separated by commas, spaces are not permitted between the integers and commas (for example 15,30,45, not 15, 30, 45).
*If a field contains a range of values, do not enter a space within the field (for example, 15-30, not 15 - 30).
}}

The tables below present the following information:
* {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=CronAttributes|display text=Cron fields and accepted values}}
* {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=CronNotations|display text=Supported Cron notations}}
* {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=CronExamples|display text=Cron string examples}}
 
{{AnchorDiv|CronAttributes}}
====Cron Fields and Values====

The following image represents a Crontab (Cron table) and the table below it describes the supported fields and values in a Cron string.

[[File:crontab.png|thumb|center|500px|Crontab]]
 
{{{!}}
!Field
!Description
!Supported Values
{{!}}-
{{!}}1
{{!}}Minute
{{!}}0 to 59, or * for no specific value
{{!}}-
{{!}}2
{{!}}Hour
{{!}}0 to 23, or * for no specific value
{{!}}-
{{!}}3
{{!}}Day of Month
{{!}}1 to 31, or * for no specific value
{{!}}-
{{!}}4
{{!}}Month
{{!}}1 to 12, or * for no specific value
{{!}}-
{{!}}5
{{!}}Day of Week
{{!}}0 to 6 (0 represents Sunday), or * for no specific value
{{!}}}

{{AnchorDiv|CronNotations}}
====Supported Cron Notations====

The table below lists supported notations within a Cron string.

{{{!}}
!Notation
!Description
{{!}}-
{{!}}Asterisks (*)
{{!}}
Used in place of integers. 
For example, if you specify 15 in the Minute field but insert an asterisk (*) in the Hour field, the command becomes '''Execute a run 15 minutes past every hour.'''
{{!}}-
{{!}}Commas (,)
{{!}}
Used to separate values in a single field. 
For example, if you specify 15,30,45 in the Minute field, the command becomes '''Execute a run 15, 30, and 45 minutes past the specified hour.''' 
{{NoteFormat|Remember - do not insert spaces between integers and commas. For example, write 15,30,45 instead of 15, 30, 45. Otherwise, CX Contact will throw an error.}}
{{!}}-
{{!}}Dashes (-)
{{!}}
Used to denote a numerical range.
 
For example, if you specify 15-30 in the Minute field, the command becomes '''Execute a run every minute between 15 and 30 minutes (inclusive) past the specified hour.'''

{{NoteFormat|Remember - do not insert spaces within the field. For example, write 15-30 instead of 15 - 30. Otherwise, CX Contact will throw an error.}}
{{!}}}

{{AnchorDiv|CronExamples}}
====Cron Examples====

The table below lists valid Cron examples.

{{{!}}
!String
!Description
{{!}}-
{{!}}15 * * * *
{{!}}Executes a run at 15 minutes past the hour, every hour.
{{!}}-
{{!}}0 17 * * 3
{{!}}Executes a run at 5 pm on Wednesday.
{{!}}-
{{!}}15-30 7 * * 0
{{!}}Executes a run every minute between 15 and 30 minutes (inclusive) past 7 am on Sunday.
{{!}}-
{{!}}15 14 * * 1,3,4
{{!}}Executes a run at 2:15 pm on Monday, Wednesday, and Thursday.
{{!}}-
{{!}}0 3 8 9 2,3
{{!}}Executes a run at 3 am on the 8th of the month AND on Tuesday and Wednesday in September.
{{!}}}
</toggledisplay>
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Specify the FTP Directory
|anchor=FTPOptions
|alignment=Vertical
|Media=
|image=
|structuredtext=Specify the SFTP Server's FQDN or IP address, the remote FTP directory and the login credentials used to access it. Only the secure file transfer protocol (SFTP) is supported. The following are valid protocols:

*<nowiki>sftp://hostname/[directory]</nowiki>
*<nowiki>sftp:hostname/[directory]</nowiki>

The FTP File Server drop down menu is populated during configuration, specifically the transaction object. To configure the transaction object with the FTP host and public key fingerprint, please refer to your Genesys Care team.

{{NoteFormat|In a Genesys Cloud deployment, specific provisioning steps must be performed in Genesys Cloud to enable network connectivity between CX Contact components and the remote SFTP Server. Specifying the SFTP Server's FQDN or IP address is not enough for establishing network connectivity. Please contact your Genesys Account Team for further assistance.}}

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 do not select the checkbox, the file being imported will remain on the remote directory and will be processed again during the next scheduled run.

If you want to enable FTP event logging select the Trace connection attempt check box. By default, this check box is not selected.

[[File:CXC_DeleteAfterImport3.png|1000px|center]]

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.

[[File:CXC_ZipFiles.png|1000px|center]]
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Define the Trigger Event and Rules
|anchor=FTPRules
|alignment=Vertical
|Media=
|image=
|structuredtext=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 - One or more input files are imported into CX Contact as a new contact list(s) or the records within the file are appended to an existing contact list(s). A new Campaign Group is then created. The new Campaign Group references the imported contact list(s) and is executed. '''Note:''' A single Campaign Group is created for all resulting contact lists.
*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 {{Link-SomewhereInThisManual|topic=Suppression|anchor=top|display text=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 {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=AutomationVideos|display text=videos}} above to learn how to configure these rules to accomplish a particular list automation task.

{{{!}}
!Rule
! width="20%"{{!}}Triggered Event
!Description
{{!}}-
{{!}}'''File format operation'''
{{!}}
*Import file
*Send Campaign Group
*Suppress file
{{!}}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'''
{{!}}
*Import file
*Send Campaign Group
*Suppress file
{{!}}
Specify the value of the file name you're searching for, depending on the operator you selected. 
{{AnchorDiv|OperationExample}}
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.
{{!}}-
{{!}}'''Append type'''
{{!}}
*Import file
*Send Campaign Group
*Suppress file
{{!}}Specify how you want to upload records into CX Contact. Options are as follows:

*New list only - a new listed is created when the records are imported.
*Append only - the imported records are added to an existing contact list. Duplicate records are always ignored.
*Append and update - the imported records are added to the contact list. if CX Contact finds a duplicate record it overrides the existing record with the new record.
*Flush and append - before the new records are imported into the contact list, the existing contact list is completely cleared.

{{NoteFormat|
*Regardless of the append type, only one unique Client ID can exist in a contact list. You cannot have duplicate Client IDs in any contact list.
*When the contact list being imported is appended to an existing contact list, its campaign group will inherit the current state of the existing campaign group that uses the existing contact list. For example, if Contact List A is running with Campaign Group A, and you’re appending Contact List B (for Campaign Group B) to Contact List A, then Campaign Group B will automatically inherit the running status of Campaign Group A/Contact List A.
*If, on the other hand, you import the new list as '''New List Only''', the new campaign group that the new contact list belongs to will not inherit any running status. You will need to manually start the campaign group.}}
{{!}}-
{{!}}'''Suppression list'''
{{!}}
*Suppress file
{{!}}
Select the suppression list for the contacts being loaded into CX Contact. 
 
Related Documentation: {{Link-SomewhereInThisManual|topic=Suppression|anchor=top|display text=Suppression Lists}}
{{!}}-
{{!}}'''Suppression List Channel'''
{{!}}
*Suppress file
*Append type - New list only
{{!}}Specify the channel (voice, SMS, or Email) that the suppression list applies to.
 
Related Documentation: {{Link-SomewhereInThisManual|topic=Suppression|anchor=top|display text=Suppression Lists}}
{{!}}-
{{!}}'''Upload rule''' (Optional)
{{!}}
*Import file
*Send Campaign Group
*Suppress file
{{!}}
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. 
 
Related Documentation: {{Link-SomewhereInThisManual|topic=ListRules|anchor=top|display text=List Rules}}
{{!}}-
{{!}}'''Use Specification file''' (Optional)
{{!}}
*Import file
*Send Campaign Group
*Suppress file
{{!}}
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. 
 
Related Documentation: {{Link-SomewhereInThisManual|topic=ListsSpecFiles|anchor=top|display text=Specification Files}}
{{!}}-
{{!}}'''Select Data Mapping''' (Optional)
{{!}}
*Import file
*Send Campaign Group
{{!}}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. 
 
Related Documentation: {{Link-SomewhereInThisManual|topic=DataMapping|anchor=top|display text=Data Mapping}}
{{!}}-
{{!}}'''Use custom timezones'''
{{!}}
*Import file
*Send Campaign Group
{{!}}If you want to override the automatic system timezone assignment and instead use the entries you created in the time zone compliance section of CX Contact, leave the '''Use custom timezones''' option checked (this is checked by default). 
 
Related Documentation: {{Link-SomewhereInThisManual|topic=TimeZones|anchor=top|display text=Time Zone Assignment Options}}
{{!}}-
{{!}}-
{{!}}'''Secure with encryption'''
{{!}}
*Import file
*Send Campaign Group
*Suppress file
{{!}}To secure a Contact list or Suppression list with encryption, select the checkbox. When this option is selected, the system will accept input files encrypted with an asymmetric key using PGP Encryption. Also, when this option is selected exported files will also be encrypted with an asymmetric key using PGP Encryption.
 
Related Documentation: {{Link-SomewhereInThisManual|topic=SettingsTab|anchor=SecuritySettings|display text=Security}}
{{!}}-
{{!}}{{AnchorDiv|CampaignMenu}}'''Campaign Template'''
{{!}}
*Send Campaign Group
{{!}}
Select the campaign template that you will use when creating the Campaign Group. The campaign template contains the dialing and session profiles. 
 
Related Documentation: {{Link-SomewhereInThisManual|topic=CampaignGrps|anchor=top|display text=Campaign Groups}}
{{!}}-
{{!}}'''Specify Campaign Group name'''
{{!}}
*Send Campaign Group
{{!}}Specify the name of the campaign group that will be created. 
 
Related Documentation: {{Link-SomewhereInThisManual|topic=CampaignGrps|anchor=top|display text=Campaign Groups}}
{{!}}-
{{!}}'''Campaign Group'''
{{!}}
*Export Contact List
{{!}}
*This option applies only if you select the Selected lists option for the Export Contact List action type. Then it becomes a mandatory field.
*You can specify one, multiple, or all campaign groups. All contact lists associated with the selected campaign group(s) will populate in the Contact list(s) menu.
*If the contact list you're looking for is not associated with a campaign group, select '''No Campaign Group.''' Only the contact lists NOT associated with a campaign group will populate in the Contact list(s) menu.
{{!}}-
{{!}}'''Contact list(s)'''
{{!}}
*Export Contact List
{{!}}
*This option applies only if you select the Selected lists option for the Export Contact List action type. Then it becomes a mandatory field.
*All contact lists associated with the selected campaign group(s) will populate in this menu. If you select '''All''' campaign groups, for example, every contact list associated with a campaign group will populate in this menu. If you select '''No Campaign Group''', only the contact lists NOT associated with a campaign group will populate in this menu.
{{!}}-
{{!}}'''Contact list name operation'''
{{!}}
*Export Contact List
{{!}}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'''
{{!}}
*Export Contact List
{{!}}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.
{{!}}-
{{!}}'''Selection rule'''
{{!}}
*Export Contact List
{{!}}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.
 
Related Documentation: {{Link-SomewhereInThisManual|topic=ListRules|anchor=top|display text=List Rules}}
{{!}}-
{{!}}'''Output file name format'''
{{!}}
*Export Contact List
{{!}}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 {{Link-SomewhereInThisManual|topic=ListRules|anchor=Output_Name_Formats|display text=List Rules page}} in this manual.
 
Related Documentation: {{Link-SomewhereInThisManual|topic=ListRules|anchor=top|display text=List Rules}}
{{!}}-
{{!}}'''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 {{Link-SomewhereInThisManual|topic=FieldLabels|anchor=top|display text=Create and Manage User-defined Field Labels}} page.
{{!}}-
{{!}}'''Retention Period'''
{{!}}
*Suppress file
*Append Type - New List only
{{!}}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:

*Permanent
*Today
*1 day - 31 day
*45
*60
*90
*180
*360

If a Retention period is not selected, Permanent is selected by default.
{{!}}-
{{!}}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=View List Automation Job Details
|anchor=ViewListAutomationJobDetails
|alignment=Vertical
|Media=
|image=
|structuredtext=When you {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPCreate|display text=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:

{{{!}}
!Property
!Description
{{!}}-
{{!}}'''Name'''
{{!}}The name of the list automation job.
{{!}}-
{{!}}'''List Source'''
{{!}}Your username to the FTP directory and the FTP directory address. For example johnsmith@ftp.xyz.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.

[[File: CXC_AutomationMessage.png|center]]
{{!}}-
{{!}}'''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 {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=CronExpression|display text= 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.
{{!}}-
{{!}}'''Actions'''
{{!}}From the Actions menu, you can do any of the following:

*Run Now - Activates a run immediately. The originally scheduled run will still take place.
*Disable List Automation - Stops all subsequent runs. Once you disable a list automation task, CX Contact automatically changes its status to Disabled and applies grey shading to the list automation entry. Note: Disabling a list automation doesn't delete the job from the job list. You can open and edit the job at any time to reschedule runs or hit the Play icon to restart it.
*Edit List Automation - Click to edit the {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPSchedule|display text=schedule}}, {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPOptions|display text=FTP options}}, or {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPRules|display text=rules}}.
*Delete List Automation - Deletes the job entirely.
*Activity - See {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=JobHistory|display text=View Job Activity}} below for more information.

{{!}}-
{{!}}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=View List Automation Job Activity
|anchor=JobHistory
|alignment=Vertical
|Media=
|image=
|structuredtext=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.

|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Related Topics
|anchor=RelatedTopics
|alignment=Vertical
|Media=
|image=
|structuredtext=*{{Link-SomewhereInThisManual|topic=ListRules|anchor=UploadRules|display text=Upload Rules}}
*{{Link-SomewhereInThisManual|topic=ListRules|anchor=SelectionRules|display text=Selection Rules}}
*{{Link-SomewhereInThisManual|topic=Suppression|anchor=top|display text=Suppression Lists}}
*{{Link-SomewhereInThisManual|topic=Campaigns|anchor=top|display text=Campaign Groups}}
*{{Link-SomewhereInThisManual|topic=ListsSpecFiles|anchor=top|display text=Specification Files}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 8: / Line 8: @@
 |Section={{Section
 |alignment=Vertical
-|structuredtext=CX Contact's List Automation feature enables you to schedule repetitive tasks that trigger pre-defined events.
+|structuredtext=CX Contact's List Automation feature enables you to schedule repetitive tasks that trigger predefined events.
-More specifically, you can schedule frequent scans of a remote FTP directory in search of lists matching specified {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPRules|display text=rule criteria}}. When a list matching the criteria is found, one of the following events occurs:
+More specifically, you can schedule frequent scans of a remote FTP directory in search of lists matching specified {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPRules|display text=rule criteria}}. When a list matching the criteria is found, one of the following events occur:
-*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.
-*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 contact list or the records within the list are appended to an existing contact list, which 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.
@@ Line 183: / Line 183: @@
 The File Server drop down menu is populated during the CX Contact configuration phase. Specifically this information is stored in the transaction object. To configure the transaction object with the SFTP host FQDN, or the IP address, and the public key fingerprint (optional), please refer to your Genesys Care team.
 {{NoteFormat|In a Genesys Cloud CX deployment, specific provisioning steps must be performed in Genesys Cloud CX to enable network connectivity between CX Contact components and the remote SFTP Server. Specifying the SFTP Server's FQDN or IP address is not enough for establishing network connectivity. Please contact your Genesys Account Team for further assistance.}}
-If you're using the List Automation feature to import lists from an SFTP remote directory, the Delete files after import option applies. You should always leave this option checked (default). If you do not select the checkbox, the file being imported will remain on the remote directory and will be processed again during the next scheduled run.
+When you are using list automation, it is possible that duplicate files are imported. Select the '''Ignore duplicate files''' check box to ignore duplicates with the same file name and extension.
-If you want to enable SFTP event logging select the Trace connection attempt check box. By default, this check box is not selected.
+If you're using the List Automation feature to import lists from an SFTP remote directory, the '''Delete files after import''' option applies. You should always leave this option checked (default). If you do not select the check box, the file being imported will remain on the remote directory and will be processed again during the next scheduled run.
 [[File:CXC_DeleteAfterImport3.png|1000px|center]]
-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.
+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.
 [[File:CXC_ZipFiles.png|1000px|center]]
@@ Line 421: / Line 425: @@
 {{!}}'''Record Retention'''
 {{!}}
-* Import File
+*Import File
-* Send Campaign Group
+*Send Campaign Group
-* Append Type - New List only
+*Append Type - New List only
 {{!}}This option indicates the amount of time for which records in the contact list should be retained. A Retention period is mandatory and supports the following options:
@@ Line 439: / Line 443: @@
 {{!}}'''Records Selection Rule'''
 {{!}}
-* Import File
+*Import File
-* Send Campaign Group
+*Send Campaign Group
-* Append Type - New List only
+*Append Type - New List only
-* Record Retention should not be '''Permanent'''
+*Record Retention should not be '''Permanent'''
 {{!}}This option is used to specify criteria for deleting records from the contact list:
-* '''Completed'''
+*'''Completed'''
-* '''Not In Progress'''
+*'''Not In Progress'''
-* '''All'''
+*'''All'''
-* '''List of Selection (Contacts), Selection (Advanced) Rules'''
+*'''List of Selection (Contacts), Selection (Advanced) Rules'''
 The default value of this field is '''Completed'''.
@@ Line 489: / Line 493: @@
 |anchor=ViewListAutomationJobDetails
 |alignment=Vertical
-|structuredtext=When you {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPCreate|display text=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:
+|structuredtext=When you {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPCreate|display text=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:
 {{{!}}
@@ Line 526: / Line 530: @@
 *Run Now - Activates a run immediately. The originally scheduled run will still take place.
 *Disable List Automation - Stops all subsequent runs. Once you disable a list automation task, CX Contact automatically changes its status to Disabled and applies grey shading to the list automation entry. Note: Disabling a list automation doesn't delete the job from the  job list. You can open and edit the job at any time to reschedule runs or hit the Play icon to restart it.
-*Edit List Automation -  Click to edit the {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPSchedule|display text=schedule}}, {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPOptions|display text=FTP options}}, or {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPRules|display text=rules}}.
+*Edit List Automation -  Edit the {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPSchedule|display text=schedule}}, {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPOptions|display text=FTP options}}, or {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=FTPRules|display text=rules}}.
 *Delete List Automation - Deletes the job entirely.
 *Activity - See {{Link-SomewhereInThisManual|topic=FTPAutomation|anchor=JobHistory|display text=View Job Activity}} below for more information.
@@ Line 537: / Line 541: @@
 |anchor=JobHistory
 |alignment=Vertical
-|structuredtext=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.
+|structuredtext=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.

@@ Line 408: / Line 408: @@
 {{!}}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:
-*Permanent
+*'''Permanent'''
-*Today
+*'''Today'''
-*1 day - 31 day
+*'''1 day - 31 day'''
-*45
+*'''45'''
-*60
+*'''60'''
-*90
+*'''90'''
-*180
+*'''180'''
-*360
+*'''360'''
-If a Retention period is not selected, Permanent is selected by default.
+If a Retention period is not selected, '''Permanent''' is selected by default.
 {{!}}-
 {{!}}'''Export type'''

@@ Line 183: / Line 183: @@
 The File Server drop down menu is populated during the CX Contact configuration phase. Specifically this information is stored in the transaction object. To configure the transaction object with the SFTP host FQDN, or the IP address, and the public key fingerprint (optional), please refer to your Genesys Care team.
-{{NoteFormat|In a Genesys Cloud deployment, specific provisioning steps must be performed in Genesys Cloud to enable network connectivity between CX Contact components and the remote SFTP Server. Specifying the SFTP Server's FQDN or IP address is not enough for establishing network connectivity. Please contact your Genesys Account Team for further assistance.}}
+{{NoteFormat|In a Genesys Cloud CX deployment, specific provisioning steps must be performed in Genesys Cloud CX to enable network connectivity between CX Contact components and the remote SFTP Server. Specifying the SFTP Server's FQDN or IP address is not enough for establishing network connectivity. Please contact your Genesys Account Team for further assistance.}}
 If you're using the List Automation feature to import lists from an SFTP remote directory, the Delete files after import option applies. You should always leave this option checked (default). If you do not select the checkbox, the file being imported will remain on the remote directory and will be processed again during the next scheduled run.

@@ Line 418: / Line 418: @@
 If a Retention period is not selected, Permanent is selected by default.
 {{!}}-
-{{!}}Data Source
+{{!}}'''Export type'''
 {{!}}
 *Export Analytics Data
-{{!}}Select the analytics data index that should be exported.
+{{!}}Select the export of raw data, dashboard and individual panel.
 {{!}}-
-{{!}}Time Interval
+{{!}}'''Data Source (Dashboard)'''
 {{!}}
 *Export Analytics Data
 {{!}}Select the time interval and time range at which analytics data should be exported.
 {{!}}-
-{{!}}Custom Time Interval
+{{!}}'''Custom Time Interval'''
 {{!}}
 *Export Analytics Data

@@ Line 29: / Line 29: @@
 The videos and article below describe how to use the List Automation feature in CX Contact.
-{{#widget:Vimeo|id=265455665|width=950|height=380|center|middle}}  <br>
+{{Video|id=265455665|width=950|height=380|center|middle}}  <br>
-{{#widget:Vimeo|id=266576299|width=350|height=250}}  {{#widget:Vimeo|id=267488830|width=350|height=250}}     {{#widget:Vimeo|id=268068123|width=350|height=250}}
+{{Video|id=266576299|width=350|height=250}}  {{Video|id=267488830|width=350|height=250}}     {{Video|id=268068123|width=350|height=250}}
 {{AnchorDiv|FTPCreate}}

@@ Line 229: / Line 229: @@
 *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 - One or more input files are imported into CX Contact as a new contact list(s) or the records within the file are appended to an existing contact list(s). A new Campaign Group is then created. The new Campaign Group references the imported contact list(s) and is executed. '''Note:''' A single Campaign Group is created for all resulting contact lists.
 *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 {{Link-SomewhereInThisManual|topic=Suppression|anchor=top|display text=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.

@@ Line 5: / Line 5: @@
 |Context=Learn how to create and manage List Automation Tasks.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Prereq=
 |Section={{Section

PEC-OU/Current/CXContact/FTPAutomation - Revision history

WikiSysop at 19:01, July 18, 2022

WikiSysop at 07:15, April 28, 2022

Mary.hachey@genesys.com: Published

Ed.jamer@genesys.com: Text replacement - "Genesys Cloud" to "Genesys Cloud CX"

Mary.hachey@genesys.com: Published

Ed.jamer@genesys.com: Text replacement - "{{#widget:Vimeo" to "{{Video"

Merav.levy@genesys.com: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"