Trigger Batch Campaigns with Workflows

Last updated: June 25, 2025

Synthflow enables you to launch large-scale outbound calling or messaging campaigns through its powerful Workflow automation system. This guide outlines how to set up and trigger batch campaigns effectively.

🔄 What is a Batch Campaign?

A batch campaign is an automated outbound outreach effort designed to contact multiple leads or customers—typically used for reminders, promotional campaigns, or large-scale updates.

âš™ Prerequisites

  • A configured Workflow in Synthflow

  • A Google Sheet or another data source containing valid phone numbers (formatted with country code, e.g., "+1")

  • An assigned AI Agent to handle conversations

✅ Step-by-Step: Triggering a Batch Campaign

1. Prepare or Create Your Workflow

You have two options:

Option A: Create from Scratch

Create a new workflow with the following core components:

  1. Schedule Trigger: Define how often the workflow should be executed (e.g., hourly, daily).

  2. Data Source: Connect to a Google Sheet or CSV containing the list of contacts.

  3. Loop Step: Iterate over each row in your sheet to process each contact individually.

  4. Make Phone Call Step: Trigger an outbound call using your AI Agent. Map the phone number and any other necessary fields from the contact list.

💡 Note: This is a common structure, but your use case may require modifications.

Option B: Use a Preset

When creating a workflow, you can select from available presets like:

  • Batch (I) - Trigger Workflow - Outbound

  • Advanced Batch (I) - Outbound

These templates provide a structured foundation and can be customized to meet your specific campaign goals.

ℹ Tips and Best Practices

  • Always validate phone number formatting before launch.

  • Start with a small test segment to ensure proper behavior before scaling.

âš  Troubleshooting

  • No calls triggered? Check workflow trigger schedule and agent setup.

  • Skipped leads? Review data formatting and ensure phone numbers are properly structured.

  • Call failure spikes? Verify number validity and ensure platform quotas or limits aren't exceeded.