Trigger a manual sending preset with a CSV of recipients

Dispatches a survey or campaign to the recipients listed in the uploaded CSV, using the preset's saved sendings + reminders configuration.

Authentication — api-key header with a key that has the send_manual scope and is bound to an organization membership.

CSV format (Survey preset) — required headers email and phone; optional patient_id, language. Any other header must match an org-level metafield key. At least one of email / phone must be filled per row.

CSV format (Communication preset) — single required header phone. No other headers accepted.

sending_methods — comma-separated priority list of email, sms controlling which contact column wins when both are filled. Defaults to email,sms for Survey presets and sms for Communication presets.

Validation — every row is validated; if any row has issues the full list of per-row errors is returned with HTTP 422 and no rows are dispatched.