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Workflow Trigger - Number Validation

Overview​

The Number Validation Trigger in Stack automates workflows based on the validation status of phone numbers. This feature is essential for ensuring 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​

This trigger activates based on the number validation feature and checks whether a contact number is a landline or invalid before sending the first message.

How to Configure​

To make the most of the Number Validation Trigger, ensure your workflows are set up to respond to different validation outcomes. Note that this trigger operates based on validation settings and activates when a contact is created and their number is validated in the CRM.

Filters Breakdown​

  • Number is: Choose the validation status for which you want to activate the trigger.

Examples​

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.

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, helping maintain a clean and effective lead list.

Error Notifications​

Set up the trigger 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.

Compliance Management​

In scenarios where compliance with regulations like the TCPA is critical, the validation trigger can prevent sending messages to numbers flagged as invalid. This helps mitigate risks associated with sending unsolicited messages and ensures that the communication strategy adheres to legal standards.

Automated Tagging​

Upon validation, the trigger can automatically tag contacts based on the validation result. For example, numbers 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, and 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, ensuring 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: an 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, and 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.