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How to Use the Simple and Advance Confirmation Trigger

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How to Use the Confirmation Trigger

This article walks you through uploading a file to trigger a confirmation campaign in Agent511, whether you're using a dynamic template with wildcards or a simple static template.

Overview

The Confirmation Trigger feature allows you to send confirmation notifications to your recipients by uploading a formatted data file. Depending on your template type, you will use either the Advanced File Format (for templates with wildcards) or the Simple File Format (for static templates). Once your file is uploaded and submitted, a campaign is triggered automatically.

Important Note

You must have Admin or other authorized credentials to access the Confirmation Trigger feature. If you do not see this option in your navigation menu, contact your system administrator to request the appropriate permissions.

What You'll Need

Before you begin, please make sure you have:

  • Access to Agent511 with Admin or authorized credentials.
  • Knowledge of which template you plan to use. Specifically, whether it contains wildcards or not.
  • Your recipient data ready to populate into the downloaded format template.

Step-by-Step Guide

Follow these steps to trigger a confirmation campaign:

  1. Log in: Access Agent511 using your Admin or authorized credentials.
  2. Navigate to the Confirmation Trigger: From the top menu, go to Notification → Confirmation Trigger.

     

  3. Download the Format Template: Click the download button to get the file template. Choose the correct format based on your template type. See the two options described below.

     

📄 Option A: Advanced File Format

Use this when your template contains wildcards

The Advanced File Format is designed for dynamic templates that use wildcards. Your uploaded file will replace each wildcard in the template with the corresponding data for each recipient.

To set this up correctly:

  1. First, identify your wildcard template: navigate to Notification → Configuration and select a template that contains wildcards.
  2. In your downloaded file, include the same wildcard names as columns and populate each row with the data that should replace those wildcards per recipient.

📋 Option B: Simple File Format

Use this for static templates without wildcards (legacy format)

The Simple File Format uses a fixed set of four columns and is only compatible with static templates that do not contain wildcards. If your template is dynamic, use the Advanced File Format above.

            4. Populate your file: Fill in the required data following the format guidelines                      for your chosen file type.

            5. Upload and submit: Upload your completed file and click Submit.
✔ You will see a success message once the campaign has been triggered.

 

Having Trouble?

If you encounter any issues along the way, refer to this quick troubleshooting guide.

What you're seeing Why it happens How to resolve it
Confirmation Trigger not visible in menu Your account may not have the required permissions. Contact your system administrator to request access to the Confirmation Trigger feature.
File upload fails or returns an error The file may not match the expected format, or required columns may be missing or misnamed. Re-download the format template, re-populate your data, and ensure wildcard column names exactly match those in your template before uploading again.
Wildcards not replaced in sent messages The Simple File Format was used with a template that contains wildcards. Switch to the Advanced File Format and ensure your column headers match the wildcard names in the template exactly.
No success message after submitting The submission may not have completed, or there was a temporary system issue. Refresh the page and try uploading again. If the issue persists, contact support.

Tips for Success

To get the most out of the Confirmation Trigger feature, keep the following in mind:

Common Pitfalls

  1. 1. Using the Simple File Format with a wildcard template. This will cause wildcards to appear as-is in the sent message.
  2. 2. Mismatching wildcard column names between the file and the template (e.g., using  first_name  instead of  FirstName).
  3. 3. Uploading the blank format template without populating your recipient data first.

 

Best Practices

  1. 1. Always check your template in Notification → Configuration first to confirm whether it uses wildcards before choosing your file format.
  2. 2.  Use the freshly downloaded format template each time to ensure you're working with the most current column structure.
  3. 3. Review your data for completeness before uploading. Missing values in required fields may cause the campaign to fail or send incomplete messages.

Frequently Asked Questions

Q: How do I know if my template uses wildcards?

A: Navigate to Notification → Configuration and open the template you intend to use. If the message content contains placeholder text enclosed in special characters (e.g., @FirstName@ or @AccountNumber@, it uses wildcards and you should use the Advanced File Format.

Q: What happens after I see the success message?

A: The confirmation campaign has been queued and will begin sending to your recipients. Delivery timing may vary based on your system configuration and the size of your recipient list.

Need More Help?

If you've followed the steps above and are still having trouble, our support team is ready to assist you.

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