Skip to main content

Workflow campaigns

Set Campaign type to Workflow to start one run of a published workflow per CSV row instead of one call. You need an Active workflow (publish it) and a calling list with a phone number column. Runs appear in Logs → Workflows.
1

Start a campaign

Go to Campaigns → Create campaign. Enter a Campaign name and set Campaign type to Workflow (“Run a multi-step workflow”).
2

Pick the workflow

In Select workflow, choose an Active workflow. Others show, for example, “Draft — publish the workflow to use it here”. Not active yet? Publish it.
3

Upload the list

Under How should this workflow start?, keep File upload (Webhook URL and Event trigger are marked Coming soon) and drop a CSV (up to 20 MB, format). Check Phone number column (required) and Name column (optional), and pick a Country code, “Applied to numbers without a + prefix” (country code rules). Under Map workflow variables to CSV columns, columns named like a variable are matched for you.
4

Choose when it starts

Click Next. Choose Start immediately or Schedule for later (timezone, date and time). The Calling hours & retries card shows what the Agent blocks will use: those come from the workflow, not the campaign.
5

Go live

Check Ready to go live, then click Go live (or Schedule campaign). Rows without a phone number are skipped.
You see “Workflow campaign is live” with the number of runs started, or “Workflow campaign scheduled”. Duplicate phone numbers are skipped, and the toast says how many.