Using HighLevel’s Workflow and Smart List To Track Failed SMS Contacts

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 HighLevel’s Workflows to update this smart list in real time.

Follow these steps to learn how to create a Smart List and Workflow to achieve this within HighLevel:

Step 1: Create a Smart List Based on a “Failed SMS” tag

• Navigate to Contacts > Contacts/Smart Lists.
• Click More Filters
• Choose “Tag” and then select “Is” 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 “Failed SMS”.

• Click “Apply” to save your filter.

• In the bottom of the window, click “Save as smart list” 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 within HighLevel

•  Create a new Workflow in the builder, and set up a trigger for “Twilio Validation Error”.
• Filter by “Error Is” and choose “SMS Incapable”.
• Save the trigger.

• Add an action to the Workflow. 
• Choose “Add Contact Tag” and type in the name of the tag you created in Step 1 (such as “Failed SMS”.)

• Save the action.
• Save and publish your Workflow.

Now, anytime the Twilio system recognizes that an SMS fails/errors, the system will apply your “Failed SMS” 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.