Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) has an alternative file-upload option, AutoFTP, that you can use to upload contact records into your Thrive Marketing Professional account.
NOTE: The term "subscriber" is used in this article. This is a legacy term that has been replaced by "contact" in Thrive Marketing Professional, but it is still found in various places in the product. However, "subscriber" and "contact" are synonymous.
This article describes the AutoFTP file-upload process and it assumes that you are familiar with:
- Using the Thrive Marketing Professional system
- Managing an FTP server
- Managing data
Before you begin...
Before you use AutoFTP to upload contact records into Thrive Marketing Professional, consider:
- AutoFTP is not an integration, so Target Groups are not automatically updated.
- If you leave files in the File Manager, they will be automatically uploaded when Thrive Marketing Professional checks for new files to process, which occurs every few minutes.
- Users can reuse files with the same name. Thrive Marketing Professional checks the dates on these files to make sure that they are not duplicates.
AutoFTP offers the following two upload choices. Consider which is your preference before you upload your first file.
- upload an individual file
- upload multiple files simultaneously
Upload-file contents
You can upload files that contain a list of contacts' email addresses and, optionally, other data that are associated to each contact. The optional data could be personal information, such as:
- first name
- last name
- city
- date of birth
- company
NOTE: It is imperative that an appropriate data format exists in your Thrive Marketing Professional account in order for the incoming data to be properly mapped during the upload.
Initial setup
When setting up, you're granted access to AutoFTP, https://sftp.informz.net/login, and provided the necessary credentials (Username and Password).
If you require assistance with accessing AutoFTP, create a case with Higher Logic Support.
Replace contacts
AutoFTP can use the Replace Existing Subscribers option which removes all existing contacts from the selected interests. The removed contacts are not unsubscribed. Rather, they are replaced with the email addresses in the uploaded list.
Change your password
- Navigate to AutoFTP (https://sftp.informz.net/login) via a web browser.
- Specify your access credentials.
- Provide two security questions with answers when prompted and click Update. (Change your password at this time.)
- Navigate to the Account tab and click Change Password at the bottom of the screen.
- Specify your current password and then type a new password in the New and Confirm fields; click Change Password.
Add the files
- Navigate to the File Manager. Use one of the two options to add a file.
-
- Drag a file from a location on your device and drop it onto the Add File area.
- Click Add Files, navigate to the file on your device, and select the file.
Upload the files
There are two ways to upload files.
- To upload an individual file, click the Start button to the right of the file.
- To upload all files simultaneously, click the Start Upload button.
A confirmation messages displays when the upload completes.
Check the upload history
The upload file is processed by Thrive Marketing Professional as a contact upload.
To view the status of an upload:
- Access the Admin interface.
- Navigate to Contacts > Upload > History.
The Subscriber Upload History page displays all uploads for the past 90 days. On this page, you can:
- Click a column header to sort on that column; click again to reverse the sort order.
- Up and down arrow icons indicate which column is sorted on and the order.
- Click the Columns button above the list to add and remove columns in the current view.
- Click the Export button above the list to generate a Microsoft Excel file of the current list.