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Integrate Fresh Relevance with FTP for Messaging

Set up FTP-based messaging so Fresh Relevance delivers message data to your system using CSV files.

FTP-based messaging works differently from traditional email service providers.
Instead of sending emails directly, Fresh Relevance generates CSV files and uploads them to your FTP server.

Your system then processes these files and sends messages or performs actions based on their contents.


Before you start

You must have the following before starting:

  • FTP server login details for configuring file uploads.

  • Fresh Relevance account.


Set up an Abandonment trigger


Configure FTP ESP in Fresh Relevance

  1. In Fresh Relevance, expand the User menu, then go to Settings >
    Triggers and Messaging integrations > Messaging Providers.

  2. Under Set up a new Channel, expand Service Provider.

  3. Select FTP ESP.

  4. Select Next.

  5. Enter your FTP configuration details.

  6. Select Save.

Configure the delimiter

The delimiter defines how fields are separates in the CSV file, for example, pipe ("|") or comma (",").

Configure the quoting method

The Quoting method field on the ESP settings page specifies if the data in the CSV file is surrounded by quotes.

The table below outlines the various options and their corresponding behavior, along with examples of the resulting output.

Quote Method

Explanation

Example

All

All fields are always quoted. This is the default behavior.

"n","ln","cv"

"John, "Smith"","Smith","100"

Non-Numeric

Numeric fields aren't quoted, but text fields are.

"n","ln","cv"

"John, "Smith"","Smith",100

Minimal

Fields are only quoted if they contain the delimiter character. Special characters, such as quotes or backslashes, are escaped with a backslash.

n,ln,cv

"John, "Smith"",Smith,100

None

Fields are never quoted. Special characters, such as the delimiter or backslashes, are escaped with a backslash.

n,ln,cv

John, "Smith",Smith,100

The examples are based on the merge fields: {'n': 'John, "Smith"', 'ln': 'Smith', 'cv': 100}

Configure filename pattern

This setting defines the filename for each generated CSV file.

  1. Leave the field blank to use the default format:
    YYYY-MM-DD-hh-mm-ss-ffff

  2. Enter a custom pattern if required.

Example:

firehose-%Y-%m-%d-%H-%M-%S-%f (firehose-YYYY-MM-DD-hh-mm-ss-ffff).

Date formatting follows Python conventions. Learn more in Python Library.

Configure the email template column

The email template ID or name is written to the specified column in the CSV file.

Enter the column name to use.

Allow several sends in each file

This setting controls how messages are grouped in files.

  • Check the option to include multiple triggered sends may appear in a single file sent to the sFTP server, one per row.

  • Uncheck to generate a new file is sent for every single email sent.
    This may become cumbersome if you are sending high volumes.

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