Filter (phone calls) for clients vs unknown numbers

Talon H. shared this question 5 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 (3)

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1

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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1

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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1

That's dumb!!!

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