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Requirements

To follow the steps in this guide, you’ll need:
  • Permissions in Omni that allow you to create schedules and alerts
  • An existing destination to send deliveries to. Refer to the destination setup guides for more information:

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Setup

1

Define the delivery settings

2

Configure the delivery schedule

3

Select format & filter options

4

Configure destination settings

The last step is to define where the delivery will be sent. Click the last tab, which will be labeled with the type of Destination you selected.
To finish setting up a Google Sheets destination:
  1. Connect your Google Drive account. Note: Grant Omni all requested permissions to ensure deliveries are successful.
  2. Use the link in the Spreadsheet section to browse for and select the Google Sheet workbook to send the delivery to.
  3. Select a Write mode for the delivery:
    • Overwrite the data on a sheet - Data in the sheet is overwritten on each successful delivery, including column headers
    • Create a new sheet for each delivery - Creates a new sheet in the workbook for each successful delivery
    • Append the data on a sheet - On every successful delivery, new results are added to the specified sheet starting with the first empty row.
    Pivoted dataWrite mode options have a few considerations if you’re working with pivoted data:
    • If creating a new schedule and Omni detects pivoted data in the query, the Append option will be unavailable
    • If editing a schedule and Omni detects that the query has changed to include pivoted data, it will change the write mode to Overwrite
    Refer to the Working with pivoted data section of the Google Sheets destination guide for more info.
  4. Lastly, define the sheet name. The field that displays depends on the Write mode you selected:
    • Overwrite or append - Enter the name of the sheet Omni should write data to in the Sheet name field. If Omni can’t find a sheet with this exact name, it will create a sheet.
    • New sheet for each delivery - Enter a prefix for the sheet name in the New sheet name prefix field. A Unix timestamp of the delivery time will be appended to create the full sheet name: {prefix}_{unixtimestamp}
To finish setting up an SFTP delivery, you’ll need the following:
  • The Address of your SFTP server
  • The Port of your SFTP server
  • The File name you want the delivery to have, without an extension
  • An SFTP user’s Username and Password
SFTP file names can include Mustache references, including system user attributes, allowing you to create dynamic, personalized content for recipients.
To finish setting up a Slack delivery, select the Channel or user Direct message you want to receive the delivery. You can also add a message and format it with Slack markup.Refer to the Slack deliveries guide for more information.
Slack messages can include Mustache references, including system user attributes, allowing you to create dynamic, personalized content for recipients.
To finish setting up a webhook delivery, add the webhook URL. Refer to the Webhook deliveries guide for more information.You can also specify a file name for the delivery using the File Name field. Don’t include the extension, such as .png or .csv.
5

Test the delivery

6

Save the delivery