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›Transactions

Getting started

  • Introduction

Onboarding

  • Glossary

Administration

  • Account Settings
  • User Management
  • Billing - Rokt Acquire

    • Billing & Payment for Campaigns
    • Invoicing & Payment for Monetization
    • Financial Responsibility Assignment
    • Agency Commission Setup

    Billing - Rokt Commerce

    • Billing & Payment for Campaigns
    • Invoicing & Payment for Monetization

Campaigns

  • Acquire Campaign Creation
  • Customer Feedback Campaign Creation
  • Campaign for Own Site/App
  • Campaign Editing
  • Campaign Pause/Resuming
  • Campaign Status Guide
  • Campaign FAQs
  • Best Practices for Acquire Campaigns
  • Audiences

    • Audience Creation
    • Audience Editing
    • Audience Pause/Resuming
    • Bid Price
    • Attribute Targeting

    Creatives

    • Effective Creative Copy Writing
    • Creative Creation
    • Creative Editing
    • Creative Pause/Resuming
    • Creative Link/Unlink to Audiences

    Nurture

    • Email Nurture Specifications
    • Partner Email Nurture Journeys

    Coupons

    • Coupon Code Sending

    Campaign Policies

    • Policy Overview
    • Quality Consent
    • Transparency Accuracy
    • Editorial Requirements
    • Prohibited Content
    • Social & Ethical Appropriateness
    • Compliance Industry Code & Regulations
    • Target Audiences & Restricted Campaign Content

Transaction

    Pages

    • Pages

    Placements

    • Placements

    Controls

    • Campaign & Marketplace Controls
    • Brand & Vertical Block Rules
    • Minimum Quality Score Setup

    Audiences

    • Audience Targeting

Rokt Calendar

  • Integration Guide
  • UTM Tracking

Reporting & Measurement

    Performance - Rokt Acquire

    • Rokt Analytics for Campaigns
    • Campaign Performance Graphs

    Performance - Rokt Commerce

    • Transactions Dashboard

Data Integrations

    Referrals

    • Overview
    • Export via API
    • Export via Rokt SFTP
    • Export Via Client SFTP
    • Export via Email
    • Export via Mailchimp
    • Export via Sailthru
    • Export via Zapier
    • Export Manually

    Transactions

    • Overview
    • Export via API
    • Export via Rokt SFTP
    • Export via Client SFTP
    • Export via Email
    • Export Manually

    Custom Audiences

    • Overview
    • Import via Rokt SFTP
    • Import Email via CSV
    • Import Zip Code via CSV
    • Import via Mailchimp
    • Import via Zapier

    Events

    • Overview
    • Import via Web SDK
    • Import via Rokt Tag
    • Import via Rokt SFTP
    • Import via Rokt Pixel
    • Import via Measurement Providers
    • Import Manually
    • Event/App Install Conversion Tracking

    Unsubscribes

    • Export via API

    Advanced Guides

    • Rokt Secure FTP Setup
    • Rokt IP Addresses
    • PII Data Hashing
    • Custom Field Management
    • Template Management
    • Google Tag Manager Integration
Edit

Transaction Export via Client SFTP

File Transfer Protocol (FTP) connections allow you to automate your referral deliveries and require little effort to set up. All you need are your FTP credentials and you’re ready to go!

FTP connections will routinely send you an email with a .csv file containing all of your new referrals with the data you want, when you want it.

Setting up an FTP Connection

  1. Navigate to the correct account in One Platform.

  2. Click on 'Connections' in the bottom left menu.

    Transaction Export via Client SFTP

  3. Click on Add connection.

    Transaction Export via Client SFTP

  4. Click on 'FTP' tile under Transactions.

    Transaction Export via Client SFTP

  5. Select the template for this connection, then give your connection a name.

    Transaction Export via Client SFTP

  6. Enter directory and file name.

    Transaction Export via Client SFTP

  7. Enter your FTP server host details and port.

    Transaction Export via Client SFTP

  8. Select your desired FTP method.

    Transaction Export via Client SFTP

  9. Enter username and password OR username and upload your key file.

    Transaction Export via Client SFTP

  10. Select your schedule and click 'Save'.

    Transaction Export via Client SFTP

  11. Your connection has been created.

Disabling an FTP Connection

  1. Go to the Scheduled referral connection screen.

    Transaction Export via Client SFTP

  2. Click on the disable icon.

    Transaction Export via Client SFTP

  3. Your email connection is disabled.

    Transaction Export via Client SFTP

  4. You can reverse these steps to enable your connection.

← Export via Rokt SFTPExport via Email →
  • Setting up an FTP Connection
  • Disabling an FTP Connection
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