We ran into a LionDesk system limitation based on our import of contacts to where LionDesk only utilizes the "Phone Number", "Phone (Mobile)" & "Email" fields for calling, texting and emailing.
The system should be flexible in that it will allow for texting, calling and emailing to additional custom fields for a given campaign. We lost a lot of good data that had been paid for to be Skip Traced as a result of LionDesk not supporting texting, calling or emailing custom fields with valid phone numbers and email addresses in them.
I would recommend allowing 2 methods in the system for this purpose:
1) LionDesk automatically detecting 10 digit phone numbers and / or email addresses in custom fields and allowing text, call & email campaigns based on the corresponding fields.
2) Allowing the administrator to select custom fields to tie to texting, calling & emailing campaigns to.
Examples (below):
Text campaigns sent to contacts with phone numbers populated based on the following example custom fields:
PHONE0_TYPE=MOBILE
PHONE0_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE1_TYPE=MOBILE
PHONE1_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE2_TYPE=MOBILE
PHONE2_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE3_TYPE=MOBILE
PHONE3_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE4_TYPE=MOBILE
PHONE4_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE5_TYPE=MOBILE
PHONE5_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE6_TYPE=MOBILE
PHONE6_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE7_TYPE=MOBILE
PHONE7_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE8_TYPE=MOBILE
PHONE8_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
Call campaigns sent to contacts with phone numbers populated based on the following example custom fields:
PHONE0_TYPE=LANDLINE
PHONE0_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE1_TYPE=LANDLINE
PHONE1_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE2_TYPE=LANDLINE
PHONE2_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE3_TYPE=LANDLINE
PHONE3_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE4_TYPE=LANDLINE
PHONE4_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE5_TYPE=LANDLINE
PHONE5_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE6_TYPE=LANDLINE
PHONE6_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE7_TYPE=LANDLINE
PHONE7_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
PHONE8_TYPE=LANDLINE
PHONE8_PHONE_NUMBER={10 DIGIT PHONE NUMBER}
Email campaigns sent to contacts with email addresses populated based on the following example custom fields:
PRIMARY EMAIL={EMAIL ADDRESS}
SECONDARY EMAIL={EMAIL ADDRESS}
EMAIL={EMAIL ADDRESS}
EMAIL2={EMAIL ADDRESS}
EMAIL3={EMAIL ADDRESS}
EMAIL4={EMAIL ADDRESS}
EMAIL5={EMAIL ADDRESS}
EMAIL6={EMAIL ADDRESS}
Keep in mind that the above are just examples of custom fields however, LionDesk should be flexible in a way where any fields with 10 digit phone numbers and / or email addresses are valid for running texts, calls and / or email campaigns for in addition to the default LionDesk fields.
NOTE: This is applicable to Campaigns, Contacts & Power Dialer.