Understanding and Utilizing the Phone Number Validation Feature in Uptics

At Uptics, we understand the importance of efficient and effective communication in the sales process. Our Phone Number Validation feature is designed to optimize your outreach efforts by ensuring that you connect with leads through valid phone numbers and at the most appropriate times. This guide will walk you through the benefits of the feature and how to seamlessly integrate it into your workflow using the Uptics Sequencer.

Benefits of Phone Number Validation

• Enhanced Data Accuracy: Validates the authenticity of phone numbers in your database, ensuring that your team focuses on viable leads.

• Country Code Assignment: Automatically appends the correct country code to each number, streamlining the process of making international calls.

• Time Zone Awareness: Prevents calls at inappropriate hours by considering the lead's local time, derived from their phone number's country code.

• Improved Efficiency: Reduces wasted efforts on calls to invalid numbers, maximizing your team's productivity.

Integrating Phone Number Validation into Your Workflow

Step 1: Accessing the Uptics Sequencer

1. Login to your Uptics account.

2. Navigate to the Sequencer from the main menu.

Step 2: Creating or Editing a Sequence

1. Select Create a New Sequence or choose an existing sequence to edit.

2. Within the sequence, you can add various steps including emails, tasks, and calls.

Step 3: Adding a Workflow Step for Phone Number Validation

1. Click on Add Step.

2. Choose Workflow from the step options.

3. From the Workflow options, select Phone Number Validation.

Step 4: Enrolling Contacts in the Sequence

1. Using a Smartlist or other method, enroll contacts into your sequence.

   1. Create or select a Smartlist that aligns with the criteria for the contacts you wish to enroll in your sequence.

   2. Use the Smartlist parameter to auto-enroll contacts into the sequence.

2. The enrolled contacts will automatically undergo phone number validation as they progress through the sequence steps.

Filter contacts by Phone Number 'IS NOT BLANK' and Phone Validation 'IS BLANK'. Add any other filters you wish.

Best Practices

• Regularly Update Your Contact Lists: Ensure that your contact lists are up-to-date to maximize the effectiveness of the validation process. Use Smartlists to automatically filter contacts. You can filter by Phone Validation and Phone Country

• Monitor and Review Validation Results: Keep an eye on the outcomes of the validation to clean your database continuously and adjust your strategies accordingly.

• Combine with Other Sequencer Features: Utilize other features in the Uptics Sequencer, like email steps or task reminders, to build a comprehensive outreach strategy.

Conclusion

The Phone Number Validation feature in Uptics is a powerful tool designed to optimize your outreach efforts. By ensuring the validity of phone numbers and respecting the time zones of your leads, you can significantly enhance the efficiency and effectiveness of your communication strategies. Follow the steps outlined in this guide to integrate this feature into your Uptics Sequencer and start connecting with your leads more effectively today.

For further assistance or inquiries, please do not hesitate to contact our support team.

Happy Selling!

The Uptics Team