CSV + Workflow Issue in Outbound / Workflow in Campaigns?
Hi team, I’m running into an issue with the Outbound feature.
What’s happening:
When I upload a CSV file (using the official template), select a workflow, the "Make a Call" button stays disabled.
If I enter a single phone number manually, select the same workflow, the button is enabled and the call works fine.
So the workflow itself works — but not when used with a CSV upload.
About the CSV:
I used the template from the UI.
It includes customer name, phone number, and some other custom variables.
No error messages are shown.
Also curious about:
In the Campaign menu, I don’t see an option to link a workflow.
Is it possible to run a campaign that uses a workflow and pulls values from the CSV (like customer name, product name, etc)?
My goal:
I want to upload a CSV with customer data and trigger outbound calls through a workflow that can use those variables dynamically in the call flow.
Would love to know:
Is CSV + Workflow supported in Outbound?
Can we apply workflows to Campaigns?
If supported, is there something I’m missing in the setup?
Thanks in advance!
What’s happening:
When I upload a CSV file (using the official template), select a workflow, the "Make a Call" button stays disabled.
If I enter a single phone number manually, select the same workflow, the button is enabled and the call works fine.
So the workflow itself works — but not when used with a CSV upload.
About the CSV:
I used the template from the UI.
It includes customer name, phone number, and some other custom variables.
No error messages are shown.
Also curious about:
In the Campaign menu, I don’t see an option to link a workflow.
Is it possible to run a campaign that uses a workflow and pulls values from the CSV (like customer name, product name, etc)?
My goal:
I want to upload a CSV with customer data and trigger outbound calls through a workflow that can use those variables dynamically in the call flow.
Would love to know:
Is CSV + Workflow supported in Outbound?
Can we apply workflows to Campaigns?
If supported, is there something I’m missing in the setup?
Thanks in advance!
