HighLevel Support Portal

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Example

Overview

The Number Validation Trigger in HighLevel enables users to automate workflows based on the validation status of phone numbers. This feature is crucial for ensuring that SMS messages are sent only to valid numbers, thereby reducing costs associated with undeliverable messages and improving overall communication efficiency.

Trigger Name

Number Validation

Trigger Description

Triggered based on the number validation feature (if enabled) and checks whether the contact number is landline or invalid before sending the first message

How to Configure

To enable the Number Validation Trigger you need to:

• Go to your agency settings.
• Navigate to Phone integration settings and enable number validation for each location.
• Configure workflows that utilize the validation trigger to respond appropriately to different validation outcomes

Please note:

Number Validation Trigger only works on the basis of the validation settings. This runs when a contact is created and a validation is run against the contact's number in the CRM. It does not fire based on your Twillio Error Codes. 

Filters Breakdown

Example

1. SMS Campaign Management: When a phone number is validated and found to be SMS-capable, the trigger can automatically add the contact to an active SMS campaign. Conversely, if the number is invalid or not SMS-capable, the trigger can remove that contact from the campaign to prevent wasted resources on undeliverable messages.
2. Lead Qualification: If a lead submits a phone number through a form, the validation trigger can check the number's status. If the number is invalid, the lead can be tagged as "invalid" or removed from the database. This helps maintain a clean and effective lead list.
3. Error Notifications: The trigger can be set up to notify the marketing team whenever a validation error occurs. For instance, if a number fails validation due to being a landline, an automated message can be sent to the team to review the lead's information and take appropriate action.
4. Compliance Management: In scenarios where compliance with regulations like the TCPA is critical, the validation trigger can prevent sending messages to numbers that are flagged as invalid. This helps mitigate risks associated with sending unsolicited messages and ensures that the communication strategy adheres to legal standards.
5. Automated Tagging: Upon validation, the trigger can automatically tag contacts based on the validation result. For example, numbers that are confirmed as invalid can be tagged as "Do Not Contact," allowing for easier management of outreach efforts.

Frequently Asked Questions

1. How does the Number Validation Trigger improve lead management in CRM?

The Number Validation Trigger enhances lead management by ensuring that only valid phone numbers are used for communication. By automatically removing invalid numbers from campaigns and tagging them for review, users can maintain a clean and effective contact list, leading to better engagement and conversion rates.

2. What are the benefits of using the Number Validation Trigger in CRM?

Using the Number Validation Trigger in CRM offers several benefits, including:

• Improved communication efficiency by sending messages only to valid numbers.
• Reduced costs associated with undeliverable messages.
• Streamlined lead management through automated actions based on validation results.
• Enhanced compliance with regulations by preventing messages to invalid numbers.

3. How can the Number Validation Trigger help with compliance in CRM?

The Number Validation Trigger helps with compliance by preventing messages from being sent to invalid or non-SMS-capable numbers. This reduces the risk of unsolicited communications and ensures adherence to regulations like the Telephone Consumer Protection Act (TCPA). By maintaining a clean contact list, users can avoid potential legal issues and protect their brand reputation.

4. Can the Number Validation Trigger be customized in CRM?

Yes, the Number Validation Trigger in CRM allows for the creation of custom workflows based on validation outcomes. Users can set specific conditions and actions to tailor the trigger's behavior to their unique business needs. This flexibility ensures that the trigger can be optimized for maximum efficiency and effectiveness in lead management.

5. How does the Number Validation Trigger compare to manual number validation in CRM?

Compared to manual number validation, the Number Validation Trigger in CRM offers several advantages:

• Automated validation process saves time and reduces the risk of human error.
• Consistent application of validation rules across all leads.
• Ability to trigger actions based on validation results, streamlining lead management workflows.
• Real-time validation ensures that only valid numbers are used for communication.

6. What types of phone numbers can be validated using the Number Validation Trigger in CRM?

The Number Validation Trigger in CRM can validate various types of phone numbers, including mobile, landline, and VoIP numbers. The validation process determines if a number is capable of receiving SMS messages, ensuring that communication efforts are directed towards valid and reachable contacts.