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How to Use SMS and Phone Number Validation

Written by Gail

WarPlan may have SMS validation enabled, allowing WarPlan to check phone numbers for you at the time of SMS sending. If activated, WarPlan will check Phone Number Lookup (which charges per lookup) to see if the number is a landline, and then WarPlan won’t send messages to it. Phone Number Lookup can also invalidate non-existent numbers or badly formatted numbers.

How SMS Validation is Activated:

Go to Business Profile Settings: For accounts integrated with __ServiceName or similar services, access the business profile under settings.


Locate SMS Validation Settings: Scroll down to find the option 'Validate phone numbers when the first SMS is sent to a new contact.'

Activate and Update: Ensure this feature is selected and update your settings to activate it. There is a nominal fee per validation, which helps avoid costs associated with sending messages to invalid numbers.

Save Settings: Confirm your changes to ensure that the validation feature is active.

NOTE: The validation is done at the time of SMS sending, not during Contact Record creation or importing.

You may set up a workflow trigger for the Twilio validation error to set up trigger action accordingly. This can help you determine what automation(s) you want to set up in case of an invalid number. For example, if you send a bulk SMS but WarPlan detects an invalid number, you may want WarPlan to send you a notification so you can email the affected contact(s). This is just one use case, but there are many options you can completely customize.

Step 1: Setting Up the Workflow Triggers for Number Validation

  • Navigate to Workflows

  • Create a new Workflow or edit an existing Workflow

Step 1

  • Add a Workflow Trigger, and choose “Number Validation” from the dropdown list.

Step 2

  • Choose your filter(s). The filter can operate based on the error when the phone number is invalid (Error 21211) or SMS is incapable (error 30006). Check the box for the option(s) you wish to use.

Step 3

  • Continue to set up the workflow however you’d like (with notifications, emails, etc.) You may set up multiple triggers and/or workflow events - whatever makes sense for your specific situation.

  • Save to confirm your changes.

Now you’re ready to use the number validation!

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