User Guide

Launching a Workflow After a Contact Import

Use this feature if:

  • Your website is not integrated with our system, and contacts are added viaĀ import;
  • You don't have a website subscription form, but you have a contact list and want to launch messages for these contacts.

1. Creating a Workflow

  1. Go toĀ Automation ā†’ WorkflowsĀ and clickĀ New workflow.
Workflows page with the Automation menu and New workflow button highlighted
  1. Enter the workflow title andĀ tagsĀ (optional). Build a chain of actions and add the following blocks:
    • StartĀ (will be added automatically);
    • Message;
    • End.
Workflow canvas showing Start, Messages, and End blocks connected in sequence
  1. Click Save and Exit. You do not need to activate the workflow or configure its start conditions.
Workflows list with the Activate button highlighted next to the Feedback workflow

2. Contact Import

  1. Go toĀ ContactsĀ ā†’Ā ImportĀ and click onĀ Upload File.
Contacts import page with the Contacts and Import tabs highlighted and the Upload file option highlighted
  1. Download the file, map contact fields,
  2. Enable the Launch a workflow after the import switcher in the Parameters, and select a workflow.
Import parameters step with the Launch a workflow after the import toggle enabled and the Select workflow button highlighted

The workflow will be launched after the import is finished.

Troubleshooting

The workflow launch may fail if:

  • Contacts from the imported file already exist in the system.
  • Contacts have been deleted or restored from the previously deleted contacts.
  • The message isnā€™t selected in the block settings.

To test the created workflow, import a test contact list including several contacts. Once you've made sure everything works correctly, download the main contact list.

Updated 18 days ago

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