Touchpoints

File Formats


The preferred format is character delimited files. Welltok also accepts fixed-length records on an as needed basis. All files should be submitted in standard ASCII text file format

File Format Requirement
Delimited Delimited files must be submitted in standard comma, pipe or tab delimited formats. Microsoft Excel and relation formats like DBF are not accepted.

Format details:
  • -Please include a header row with field names
  • -Use backslash (\) as the escape character for embedded double quotes (")
  • -No other backslashes allowed
  • -No non-printable characters


Field Formats

Field Format Requirement
Name Must be provided as 2 separate fields.
  • -first_name
  • -last_name
Address Must be provided in separate fields:
  • -address1: Street number and street name
  • -address2: Apartment or suite number
  • -zip: 5-digit character field, Zip + 4 optional
Phone Accepted formats include 1112223333, 111-222-3333 or (111)222-3333. Please do not include “1-” before area code.
Dates Accepted formats include YYYYMMDD (preferred format), MMDDYYYY or MM/DD/YYYY



File Naming Conventions

  • -Template: “{Client Name}_{File Type}_{TP Type}_{Description}_{Data Period}_{Date of Submission}.txt”
  • -Example: “UHS_TouchPoint_Lists_HeartEvents_20200301_20200331_20200401.txt”
  • -NOTE: The keyword 'Touchpoint' or 'TPFile' must be present in the filename for our automated system to process your submission.

Format Component Description
Client Name Short Name of organization, as defined during on-boarding. Contact your Welltok Customer Success team with any questions.
Description
  • -Use any description such as call center name, class name, event name etc.
  • -Name of file will appear on the API for selecting, sorting, including, excluding, deleting, viewing file stats.
Date Period Start and End dates of data included in file
Date of Submission
  • -Date the file is submitted to Welltok
  • -Can be a single date stamp for one-time or non-routine submissions



Touch Point Data File Layout and Data Dictionary

Download Template

Legend: R = Required Field

Field Field # R Field
Type
Notes / References
date 1 R Date Accepted formats include YYYYMMDD (preferred format), MMDDYYYY or MM/DD/YYYY
type 2 R Alpha The field 'type' is used to assign the top-level touch point type. There are 6 accepted values: 1) Call Center, 2) Classes and Events, 3) Lists, 4) Web, 5) HRA, and 6) Other
sub_type 3 R Alpha This value will represent the primary selection of this touch point in the Welltok application and should be representative of a value the end user will find easy to use. Example of use would be April 2020 Classes, Google Pay Per Click, Referral, etc.
sub_type_list 4 Alpha This set of values will define the multi select values available for additional selection options. Examples might include specific class names or sources from your PPC campaigns, Call Center Referral type, etc.
first_name 5 R Alpha Contact’s first name
last_name 6 R Alpha Contact’s last name
address1 7 R Alpha Contact’s address line 1
address2 8 Alpha Contact’s address line 2
city 9 R Alpha Contact’s city
state 10 R Alpha Contact’s state; two-letter abbreviation is required
zip 11 R Alpha Both 5-digit and 9-digit (Zip+4) accepted
dob 12 Date Accepted formats include YYYYMMDD (preferred format), MMDDYYYY or MM/DD/YYYY
phone 13 Alpha Accepted formats include 1112223333, 111-222-3333 or (111)222-3333. Please do not include “1-” before area code.
mobile 14 Alpha Accepted formats include 1112223333, 111-222-3333 or (111)222-3333. Please do not include “1-” before area code.
email 15 Alpha Valid email address
gender 16 Alpha F or M; full spelling of female or male will not be accepted
dns 17 Alpha Set this value to 'Y' if the person is to be marked as Do Not Solicit for future mailings. The person will still be included in reporting of already ran campaigns and research queries. **If the purpose of the whole list is do not solicit and not appear for selection on query builder or show up on reporting use type "Lists" sub_type "DNS".

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Important Notice

WELLTOK ACCEPTS NO LIABILITY AND EXPRESSLY DISCLAIMS RESPONSIBILITY FOR ANY DATA POSTED BY USERS CONTAINING **ANY** INDIVIDUALLY IDENTIFIABLE HEALTH INFORMATION (IIHI) OR PROTECTED HEALTH INFORMATION (PHI). ANYONE DESIRING TO POST IIHI OR PHI DATA OR IF THEY ARE NOT AWARE IF THE DATA CONTAINS IIHI OR PHI SHOULD CONTACT YOUR WELLTOK CUSTOMER SUCCESS TEAM PRIOR TO ANY POSTING.