Validating phone numbers in the CRM is a straightforward process that can significantly improve the delivery success rate of your SMS campaigns. Here’s how to do it:

Accessing Your Sub-Account:

• Start by logging into your CRM account.

Navigating to Business Information:

• Once in your sub-account, locate the settings menu. This will automatically open the “Business Profile” section.

Enabling Phone Number Validation:

• Under “General” settings, you will find an option labeled “Validate phone numbers when first SMS is sent to a new contact”.
• Enable this option to activate phone number validation. 

Setting Up Workflow Triggers:

• Although not always necessary, you can set up workflow triggers for Twilio validation errors.
• This allows you to automate responses or actions based on validation outcomes.

Important Considerations

• Validation is performed when an SMS is queued for sending, not during the contact import creation process.
• If a number is identified as a landline, the first message will not be sent to prevent delivery errors.

Troubleshooting Tips

• Ensure that the Validate phone numbers when first SMS is sent to a new contact” option is enabled in your settings.
• If experiencing issues with validation, review the workflow triggers related to Twilio validation errors for any misconfigurations.

Frequently Asked Questions

• Q: Is phone number validation necessary for every SMS campaign?A: While not mandatory, validating phone numbers is highly recommended to improve the success rate of your SMS campaigns.
• A: While not mandatory, validating phone numbers is highly recommended to improve the success rate of your SMS campaigns.
• Q: Can I validate phone numbers in bulk?A: Validation occurs when an SMS is queued for sending; bulk validation during contact import is not supported.
• A: Validation occurs when an SMS is queued for sending; bulk validation during contact import is not supported.