This guide is essential for users who need to manually enroll CSV lists into a workflow when Data Import isn't set as a trigger. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
🔹 When to Use This
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If your workflow has Data Import as a Trigger, this step happens automatically.
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If it doesn’t, follow these steps to enroll your CSV list manually.
🛠️ Enrollment Process
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Go to SalesAi → Data Import.
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Find the CSV file you want to enroll.
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Click the three dots beside the file.
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Select Enroll in Workflow.
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Search for your workflow and check the box next to it.
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Click Confirm Enrollment.
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A banner will appear confirming the enrollment was successful.
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