Ensuring the accuracy of phone numbers within your CRM is a key step in enhancing the effectiveness of your SMS marketing efforts. Follow these steps to validate phone numbers:
Logging into Your CRM Account
Begin by accessing your CRM system and logging into your sub-account.
Navigating to Account Details
After logging in, go to the settings menu. This will take you directly to the "Business Profile" section.
Activating Phone Number Verification
In the "General" settings area, locate the option labeled "Validate phone numbers when first SMS is sent to a new contact." Enable this feature to initiate phone number validation for new contacts.
Configuring Workflow Triggers
While optional, you can create workflow triggers to manage Twilio validation errors. This automation helps you handle responses or actions based on the results of the validation process.
Key Points to Remember
Validation takes place when an SMS is queued, not during the contact import stage.
If a number is detected as a landline, the first SMS will not be sent, avoiding potential delivery issues.
Troubleshooting Guidance
Verify that the "Validate phone numbers when first SMS is sent to a new contact" setting is active.
If you encounter problems with validation, check the workflow triggers related to Twilio validation errors for any configuration issues.
Common Questions
Q: Is it essential to validate phone numbers for each SMS campaign?
A: While it’s not compulsory, phone number validation is strongly advised to boost the success rate of your SMS campaigns.
Q: Can I perform bulk validation of phone numbers?
A: Bulk validation isn’t supported during the contact import process. Validation occurs only when an SMS is queued for sending.
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