If you are sending SMS communications in the system, and the SMS fails to go through, you may want to track those contacts for a variety of reasons (i.e. perhaps you want to call or email them to confirm their mobile number for SMS communications.) You can create and save a smart list to compile Contacts with failed SMS actions, and use a Workflow to update this smart list in real time.
Follow these steps to learn how to create a Smart List and Workflow to achieve this:
Step 1: Create a Smart List Based on a âFailed SMSâ tag
Navigate to Contacts > Contacts/Smart Lists.
Click More Filters
Choose âTagâ and then select âIsâ and choose the tag you will be using for failed SMS.
NOTE: You can use an existing tag or create a new one, such as âFailed SMSâ.
Click âApplyâ to save your filter.
In the bottom of the window, click âSave as smart listâ to save the filter(s) as a permanent list in your system. (You can always edit or delete this list later.)
Step 2: Create a Workflow to Apply Your Tag
Create a new Workflow in the builder, and set up a trigger for âTwilio Validation Errorâ.
Filter by âError Isâ and choose âSMS Incapableâ.
Save the trigger.
Add an action to the Workflow.
Choose âAdd Contact Tagâ and type in the name of the tag you created in Step 1 (such as âFailed SMSâ.)
Save the action.
Save and publish your Workflow.
Now, anytime the Twilio system recognizes that an SMS fails/errors, the system will apply your âFailed SMSâ tag to the contact (because of the Workflow.) Your saved Smart List of Contacts will be updated in real-time with anyone who has that tag. You can then determine if you want to manually go through that list to resolve issues, or create another workflow to automate another type of follow up (perhaps a call or email) to those Contacts.