Ensuring the accuracy of customer data within AIM is essential for the seamless execution of OtterText automation. This article provides detailed instructions on entering phone numbers correctly in customer profiles, emphasizing the importance of selecting the correct phone type and the placement of numbers when multiple contact numbers are present.
Importance of Selecting "Cell Phone"
For OtterText automation to work effectively, it is crucial that any phone number intended for use is marked as "Cell Phone" within the customer profile. This designation is essential because OtterText's automation processes rely on sending information to cell phones. If a number is incorrectly marked or if "Home Phone" is selected, the automation will not function correctly, leading to a "NULL" result in data processing.
Correct Phone Number Entry
Single Phone Number
If a customer has only one phone number, it should be entered into Field #1 in AIM. This is considered the primary number and is crucial for ensuring that OtterText automation can access and utilize this number. The absence of a number in this field will result in the primary number being listed as blank in the Customer Search, potentially disrupting the automation process.
- Enter the 10-Digit Cell Phone Number in Field #1: Make sure to input the number with dashes, (e.g., 123-456-7890).
Multiple Phone Numbers
When a customer provides multiple phone numbers, a specific strategy should be employed to ensure compatibility with OtterText automation:
- Primary Number in Field #1: If the customer has a designated primary number, it should be entered into Field #1. This ensures it is recognized as the primary contact number in the Customer Search.
- Cell Phone Number in Line 4: If the customer has a separate cell phone number in addition to their primary number, the cell phone number should be entered into Line 4, specifically designated for the cell phone. This ensures that, regardless of the type of primary number, the automation can still access a cell phone number for sending information.
Common Mistakes to Avoid
- Failing to designate a phone number as "Cell Phone": This can lead to automation errors. Always ensure that the cell phone number is correctly marked.
- Incorrectly formatting phone numbers: Enter phone numbers as a continuous 10-digit string without dashes, spaces, or parentheses to avoid processing errors.
Conclusion
Properly entering phone numbers in AIM is critical for the effective execution of OtterText automation. By following these guidelines, you can ensure that customer communications are automated efficiently, improving engagement and service.
For any questions or further assistance, please don’t hesitate to reach out to our support team.
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