Uploads and participants
Upload participants into a campaign from a file, then review and manage everyone enrolled and follow their communications.
Uploads tab
The Uploads tab adds participants to the campaign from a file, shows upload progress, and helps you investigate failed rows.
Prepare the file first:
- Format: CSV — save Excel sheets as CSV first. One file at a time, up to 4 GB.
- Column headers must match the fields defined on the Data tab.
- Only fields with Import checked are read. Columns for required fields must be present and filled — rows missing them fail.
- Values must match the field type: parseable dates, valid emails, enumeration values from the allowed list.
Upload participants
- Open the campaign and go to the Uploads tab.
- Click Upload data. While another upload is running, the button is disabled with Please wait for the current upload to finish.
- In the Upload Data dialog, drag your file into the drop zone or click it to browse.
- Click Upload.
The new upload appears at the top of the table with a progress indicator, and the tab header shows Last upload and Total participants processed.
| Column | Meaning |
|---|---|
| Upload ID | Unique ID of the upload job. |
| Uploaded at | Finish time, shown when processing completes. |
| Participants | Total rows in the file, participants created, and existing participants updated. |
| Status | Processing, Completed, or Failed. An upload is marked Failed if any row failed. |
Row actions:
- N Errors — appears when rows failed; downloads a report with the field, value, and error message for each failed row.
- View participants from this upload — opens the Participants tab filtered by this upload's ID.
- View upload details — opens Upload Details with full counters and a Download errors link.
Fix failed rows
Failed rows are skipped; all other rows are still imported. For each failed row, the errors report shows the row number, the offending field and value, and the reason — for example, a value that does not match the field type or a missing required field. Fix the rows in your source file and upload the corrected file again.
Participants tab
The Participants tab lists everyone enrolled in the campaign. Use it to verify uploads, inspect a participant's field values, and follow their communications into sessions.
| Column | Meaning |
|---|---|
| Name, Email, Phone, External ID | Key identity fields. Sortable. |
| Communications | Number of communications for this participant. Click the number to open the list. |
| Created at / Updated at | When the participant was added and last changed. Sortable. |
- Click the arrow at the start of a row to expand it: Details shows all participant fields in the order set on the Data tab, and Results shows the Result and Result Date & Time of the latest communication.
- Click the delete icon and confirm Delete participant? to remove a participant.
- Open the Filter panel to filter by participant fields. Applied filters appear as chips above the table; remove a chip to drop that filter, or use Clear all. If you arrive from View participants from this upload, an Upload ID chip is already applied.
- Click column headers to sort; sorting applies across all pages.
Review a participant's communications
Click the count in the Communications column to open the Communications dialog:
| Column | Meaning |
|---|---|
| Name | The communication name from the flow action. |
| Status | Current status. Hover to see the status message. |
| Channel | The channel used. |
| Agent ID | The agent that handled it. |
| Scheduled at / Created at | Timing of the attempt. |
| Go to session | Opens the linked session in Sessions in a new tab once a conversation exists. |
Communication statuses fall into three groups:
- In progress: Planned, Started, Delivered, Read.
- Successful: Replied, Completed.
- Ended without success: NoResponse, Canceled, Skipped, Failed.
Final statuses — Completed, NoResponse, Failed, Canceled, Skipped — fire the Communication Ended trigger; the other statuses fire Communication Updated.