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FloQast presents Dynamic Requests - a new, tabular way to create requests from an Excel file.
Using files like a PO report, users will be able to leverage any data within their file as a custom tag. Think of PO numbers, Invoice numbers, Control IDs, and more! If it’s in an Excel sheet, it can be a custom tag.
From the Request Agent Dashboard, navigate to the Create page to access the Dynamic Request template and upload your prepared Excel file:
Please take note of the following requirements for your file:
- Column headers should be unique
- Must contain an Email column and a Name column
- Must be an .XLSX file smaller than 10MB
- Only the first tab of the excel file will be parsed
- Blank columns and rows will be ignored
Here is an example PO Report as an Excel file:
On the following pages, you can continue to configure your data for your request.
Contact Information
Using the dropdowns provided, identify which columns contains your recipients' email addresses and names:
Group Data
Select which column(s) to group your emails by. For example, if you group by PO Number, your recipients will get a separate email based on each individual PO Number:
Add Extra Tags
Select additional columns to act as dynamic tags within your email messages:
Edit Template
Dynamic Requests can only be configured as one-time requests, since they are based on a singular data file for each send. It's not possible to add any additional contacts at this point, as all contacts are being pulled in from your data file. Your tags can be added from the dropdown, and you'll see them appear in your Preview Message based on the chosen groupings.
In the example below, we have grouped by Vendor and tagged the PO Number. This will pull in all the PO Numbers relevant to each recipient in every email:
With Dynamic Requests enabled, you will have a Drafts tab available from your Request Agent home page:
If you are interested in trying Dynamic Requests, please reach out to your Accounting Success Manager for more information!