Using a Workflow and Smart List To Track Failed SMS Contacts for GoHighLevel

Using a 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 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 “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

  •  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. 

Related Articles

Facebook / Instagram – User comments on a Post trigger on Workflow in GoHighLevel

What are the new Triggers? To initiate a workflow, simply select “Add Trigger.” Explore comment automation triggers conveniently housed under the “Facebook/Instagram events” category. Easily locate your desired trigger through direct search or by scrolling within the category. 1. New Triggers Navigate to triggers and choose from the assortment of available options tailored to your […]

John Mamado

IVR (Triggers and Actions) on Workflow in GoHighLevel

Transforming your business communication landscape, our Interactive Voice Response (IVR) system represents a paradigm shift. By harmonizing state-of-the-art technology with user-friendly design, our IVR capabilities elevate customer interactions to unprecedented levels of efficiency and satisfaction. Here’s how: – Available only for LC Phone customers – Pro Tip: Use the “IVR” Workflow Recipe for a head […]

John Mamado

How to use the Workflow Slack Premium Action in GoHighLevel

The Workflow Slack Premium Action feature empowers users to automate message delivery to Slack channels and users, enhancing communication efficiency and fostering team synergy. With three primary functions, it allows for messaging individuals, private channels, or public channels, facilitating seamless collaboration within teams. Agencies on Any Plan  ($97, $970, $297, $2970, $497, $4970) can access […]

John Mamado

How to use Facebook comment automation for Facebook Groups on Workflows in GoHighLevel

The functionality of triggering user comments on a post in Facebook and Instagram extends seamlessly to Facebook Groups as well. Prerequisite How to use this feature for Facebook Groups? When setting up a workflow, simply select “Add Trigger” to proceed. You’ll find triggers associated with comment automation under the “Facebook/Instagram events” category. Navigate directly to […]

John Mamado

How to Create a Birthday Reminder Workflow in GoHighLevel

Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clients. This tutorial teaches how to create and customize this versatile trigger for tailored birthday greetings or promotions. Enhance your marketing strategy with a personalized touch through this comprehensive guide. What is the Birthday Reminder Workflow trigger? Please Note: […]

John Mamado

How to use the Date/Time Formatter Workflow Action in GoHighLevel

Experience the Date/Time Formatter action, a dynamic utility empowering users to reshape date or date and time configurations and analyze dates within workflows. Seamlessly transform date formats to align with various applications, database systems, or communication platforms such as email, SMS, or Slack. Moreover, effortlessly assess date disparities to streamline date-centric computations and strategic planning. […]

John Mamado
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved

Grab our free techincal onboarding checklist