Launching a Workflow After a Contact Import

Use this feature if:

• Your website is not integrated with our system, and contacts are added via 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 to Automation → Workflows and click New workflow.

2. Enter the workflow title and tags (optional). Build a chain of actions and add the following blocks:
   • Start (will be added automatically);
   • Message;
   • End.

3. Click Save and Exit. You do not need to activate the workflow or configure its start conditions.

2. Contact Import

1. Go to Contacts → Import and click on Upload File.

2. Download the file, map contact fields,
3. Enable the Launch a workflow after the import switcher in the Parameters, and select a workflow.

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 isn’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.