Secure export files can be received in 2 different ways - by downloading the file from Secure Export section or by receiving a link by email to download the file. Receivers of the secure export files can be registered on the Secure Export Settings tab in the campaign setup.
Download option is the easiest, simplest and the more preferred method, but only up to 3 receivers can be registered. Additional receivers as well as the people WITHOUT client access need to receive a link to download the exported file by email.
1. Please add the receivers' email addresses for the 'Download' option. All these receivers need to have a client access to Floodgate. Only up to 3 email addresses can be registered to download the secure export file.
2. Please add receivers' email addresses for the 'via Email Link' option. Anybody can be a receiver as long as they have a valid email address as well as a phone number. A file with a link to the file is sent to the receiver with this method. Receiver must click the link and verify themselves by entering the code he/she receives by SMS to their phone. The verification has to happen before the code expires, so the receiver must have easy access to their email and phone.
More and more receivers can be specified in this section by clicking 'Add Receiver' button.