Creating schedules & alerts

Requirements

To follow the steps in this guide, you’ll need:

• Permissions in JustAsk that allow you to create schedules and alerts
• An existing destination to send deliveries to. Refer to the destination setup guides for more information:
  • Email
  • SFTP
  • Webhook

Setup

Step 1: Define the delivery settings

Step 2: Configure the delivery schedule

Step 3: Select format & filter options

Step 4: Configure destination settings

The last step is to define where the delivery will be sent. Click the last tab, which will be labeled with the type of Destination you selected.

SFTP

To finish setting up an SFTP delivery, you’ll need the following:

• The Address of your SFTP server
• The Port of your SFTP server
• The File name you want the delivery to have, without an extension
• An SFTP user’s Username and Password

Tip

SFTP file names can include Mustache references, allowing you to create dynamic, personalized content for recipients.

Webhook

To finish setting up a webhook delivery, add the webhook URL. Refer to the Webhook deliveries guide for more information.

You can also specify a file name for the delivery using the File Name field. Don’t include the extension, such as .png or .csv.

Step 5: Test the delivery

Step 6: Save the delivery