In this article, you’ll learn how to setup Phone Number Verification
Before You Begin…
Please review this article on LeadsHook Data Validation & Verification
Phone number verification will only work with a custom field type: mobile.
You can verify mobile phone numbers and landline/fixed line phones numbers.
PLEASE ACTIVATE YOUR DECISION TREE BEFORE TESTING
How to Setup Phone Number Verification
There are currently 3 Ways to Verify Phone Numbers…
- Twilio Phone Number Lookup (see below)
- DataSoap Phone Number Lookup (see below)
- Phone Verification with SMS or Live Call (click link)
This feature provides the ability for your LeadsHook decision-tree users to simply type their phone numbers and in REAL TIME LeadsHook will verify the phone number.
In fact, your leads or decision-tree users can not proceed further.
- Hide the NEXT button.
- Display a RED exclamation mark to show the number has been entered incorrectly (see below)
When a number has been correctly entered in, LeadsHook will…
- Display a GREEN tick
- Display the NEXT button (see below)
LeadsHook Saves All Additional Information About Each Phone Number Into Special Telephone System Fields.
LeadsHook goes one step further to capture further information about each and every phone number.
There are “levels” of verification available in Twillio.
LEVELS OF VERIFICATION
- Lookup: Identify country and format of the number [Currently FREE]
- Carrier Lookup: Identify if phone number is a Landline, Mobile or VOIP. Also capture name of carrier. [0.5 cents per request]
- Caller Lookup (US-Only) : Identify name of caller ID. Also if the caller is a consumer or business. [1 cent per request]
- Fraud Lookup (US-Only Available soon – currently in beta): Identify extra attributes, porting history and roaming status.
Depending on the service levels you select inside LeadsHook, extra information corresponding to each of the above levels will be saved into their respective SYSTEM custom fields below… (Please see STEP 17 below)
TIP! Please map all of these fields to your ESP so you can select any service level and the data will transfer without having to redo your field mapping.
Here’s an example of what the captured data looks like…
STEP 1: Open an Account. Go to https://www.twilio.com/
STEP 4: Scroll Down…
Click on Lookup
Click on Continue…
STEP 5: Create Project
Type a name for your project
Click ‘Skip Remaining Steps’
STEP 6: Get Your API Credentials
Use Lookup feature to test or lookup a phone number from inside the web interface
Copy/Paste “Account SID”
You’ll be adding these credentials inside LeadsHook.
STEP 7: Add Credentials inside LeadsHook
Go to Admin
STEP 8: Click “Add”
Add a Name
Add SID from STEP 6
Add Token from STEP 6
STEP 9: You should see your API integration as shown below.
TIP! You can ADD as many projects as you want for each project, client or business.
Click “Verify” to test your integration
STEP 10: Verify Twilio Integration Setup
Enter any phone number such as your own phone number and press “Submit”
STEP 11: Verification Confirmation
Confirm if you see the following message “Twilio integration is working”
PLEASE NOTE: The message will appear temporarily
>> You can ADD phone fields to a Question & Answer NODE and/or to a Form Node.
STEP 12: Add Question & Answer Node to your Decision Tree
Select “Mobile field” from Question & Answer node
Type in your question. E.g. “What is your phone number?”
STEP 14: Select a field.
If you don’t have a phone field created, then please click “Add” and create one. Then select the field.
STEP 15: Add a Phone Field to FORM Node
Click ‘Manage Fields” and select your phone field
STEP 16: Turn On Phone Verification
PLEASE NOTE: Phone Verification is on a DECISION TREE basis. You’ll have to TURN ON verification AND also select LEVEL of verification for EACH decision tree. This gives you flexibility to tailor your needs as required.
You have to be on the Decision Tree canvas…
Click the “Gear’ icon
Click “Data Validation”
STEP 17: Turn ON Phone Verification and Select Level of Verification
LEVELS OF VERIFICATION
Lookup: Identify country and format of the number [Currently FREE]
Carrier Lookup: Identify if phone number is a Landline, Mobile or VOIP. Also capture name of carrier. [0.5 cents per request]
Caller Lookup (US-Only) : Identify name of caller ID. Also if the caller is a consumer or business. [1 cent per request]
Fraud Lookup (US-Only Available soon – currently in beta): Identify extra attributes, porting history and roaming status.
Select ‘Phone’ – this use the API connection selected in 2. below. This is also selects Level 1: Lookup level of verification (see Levels above). Remember Lookups are FREE.
Select your Twilio Connection from the dropdown. Take care if you ave multiple connections setup.
Select Carrier lookup and/or Caller Lookup as required – this is OPTIONAL (see definitions above).
STEP 18: Activate Your Decision Tree and Test Your Decision Tree
Then go to view your Lead and you should see information similar to this…
Going forward to similar follow Steps 16 to 18 whenever you want to use Phone Number verification.
You can use the same integration in as many decision trees as you want.
DataSoap UK Integration
OLD PASSWORD SETUP – PLEASE USE API SETUP ABOVE
Error in the Video 1: Adding your website password into LeadsHook is incorrect. You need to setup an additional password, your API password. It can be the same password as the password you’re using to access your DataSoap Account. Please watch Video 2 for more details.
Recommendation: Create a separate API password (see 2nd video below).