Filter (phone calls) for clients vs unknown numbers

Talon H. shared this question 36 days ago
Answered

I have a filter and automation to send text messages to missed calls.

I would like to split it up into missed calls from existing customers vs new/unknown phone numbers.


The filter doesn't seem to let me identify customer vs non-customer. Is there any way to do this?


Thanks,

Comments (4)

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Try using 2 filters. One for the missed calls (call type) and one to filter if a customer name is set (customer type) and add both to the automation.

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Hi Talon,

Were you able to get this set up based on Chad's response?

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I have both filters set up.

Missed Calls (Calls): Field Name "Is Missed Call" = Yes

Existing Customers (Cust): Field Name "Contact Cell Phone"= Is set

Unfortunately, the automation won't allow adding filters for both phone calls and customers. If I add one the other won't show up in the list of available filters any longer.

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That's dumb!!!

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Hi Talon,

You would make 2 separate filters. Once which is call type contains missed call and another filter using customer name is set. Once you build these 2 separate filters you can add both of them to the automation.

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That's what I'm saying doesn't work.

I built both filters.

If I add either one, the other doesn't show up as an option from the dropdown.

If neither one is added, both are available to add.

Am I doing something wrong?

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We are having our developers take a look at this so I will keep you updated.

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Our developers let me know that we do not allow different filter types to be used in automations together. I know a lot of our users just use the "call type contains missed call" filter for this kind of automation.

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Cameron, do you have any suggestions since Chad's seems to be excluded for some reason by the software?

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