How to customize the name of the zip file?

You can customize the name of the zip file that can be download from the request page.

By default, your zip file will be named using the recipient name.

If you want to name it differently:

• During the creation of the campaign, at the “configuration” step.

• Scroll down to “Advanced settings” and show the different options.

• In the list, click on “Customize the zip file name when downloading the documents”.

• A new field appears where you can customize the name of the zip file.

• You can use a static file name (ex: “My archive”) or a dynamic file name (ex: “Elon Musk files”). We automatically add the “.zip” at the end of the file. So you don’t need to specify it.

To have a dynamic file name, you need to use “variables” in the name. Variables are always between simple curly braces {my_variable}.

You can use the following variables to name your zip files:

• {user_first_name}: firstname of the user

• {user_last_name}: lastname of the user

• {user_company}: name of your company

• {contact_first_name}: firstname of your contact

• {contact_last_name}: lastname of your contact

• {contact_email}: email of your contact

• {contact_company}: company name of your contact

You can also use custom variables using {custom_variable_name}.

Once your zip name is customized, don’t also forget to customize the name of the documents.