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Set up Campaigns via SFTP

Secure File Transfer Protocol (SFTP) is a secure method to transfer files between systems over SSH. Wisely allows SFTP to run campaigns by uploading files to the SFTP server.

Running a campaign via SFTP

Prerequisites:

Ensure you have the following requirements to run a campaign via SFTP.

  • Filezilla Client

  • SFTP credentials (host, port, username, password)

  • Campaign Objective

  • Intended file (file_name_ddmmyyyyhhmmss.csv.gpg). The input file should have the following columns. intended file

  • .bingo file

  • SFTP Folder structure

    <company_uuid>/<channel>/<setting_id>/IN - Upload production files <company_uuid>/<channel>/<setting_id>/Process - Files under processing <company_uuid>/<channel>/<setting_id>/ERROR - Invalid files <company_uuid>/<channel>/<setting_id>/REPORT - Processed reports <company_uuid>/<channel>/<setting_id>/CUG/IN - Upload test files <company_uuid>/<channel>/<setting_id>/CUG/Process - Test files under processing <company_uuid>/<channel>/<setting_id>/CUG/ERROR - Invalid test files <company_uuid>/<channel>/<setting_id>/CUG/REPORT - Test reports

To run a campaign, you will need to upload the intended file and .bingo file to the SFTP client.

Authorized Users:

The following users from Campaign Manager can run a campaign via SFTP.

  • Super Admin
  • Admin

To upload a file to the SFTP Client,

  1. Install and Open FileZilla

    1. Download FileZilla Client

    2. Install and launch the application.

  2. Connect to Your SFTP Client

    1. At the top of FileZilla, you will see Host, Username, Password, Port fields.

    2. Enter the following details:

      Host: e.g. sftp.example.com

      Username: your SFTP username

      Password: your SFTP password

      Port: usually 22 but you can change it if required.

    3. Click Quickconnect.

  3. Navigate to the Correct Folder

    1. The left panel shows files on your computer.

    2. The right panel shows files on the SFTP client.

    3. In the right panel, navigate to the folder path given to you (e.g. company_uuid/channel/setting_id/IN).

  4. Upload Your File

    1. In the left panel, find your prepared file (e.g., filename_ddmmyyyyhhmmss.csv.gpg).

      Note

      The filezilla client accepts the file name with data and time for only today and yesterday's date. For example, contactlist_22082025_1115.csv.gpg and contactlist_21082025_1115.csv.gpg.

    2. Drag and drop the file into the correct folder in the right panel, OR right-click → Upload.

    3. Wait for the transfer to complete — you’ll see progress at the bottom of the window.

  5. Upload the .bingo File

    1. After the .gpg file finishes uploading, repeat the same steps for the .bingo file.

    2. Make sure the .bingo filename matches the .gpg filename prefix.

    sftp

  6. Verify the Upload

    1. Check the Successful transfers tab at the bottom of FileZilla.

    2. If the file is invalid or incorrectly named, it will later appear in your ERROR folder.

    3. If valid, it will be processed and results will appear in the REPORT folder.

    Once the campaign completed successfully, you can see the campaign performance in the Reports section.