TekMatix Help Articles
Afilliates / Appointment
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Blogs / Calendars / Campaign
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Course / CRM / Chat Widget
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Compliance / Custom Fields
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Dashboard / Domain
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Email Builder / Email Deliverability
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Form / Funnels
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Google My Business / Integrations
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Invoices / LC Email / LC Phone
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Memberships Area
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Opportunities & Pipeline / Payment
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Reputation Management / Review Request
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Settings / SMS / SMTP Providers
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
Website / WordPress / Workflow
Understanding Twilio Numbers
Below is an overview of how TekMatix selects which Twilio Outbound Number to use for a contact, according to various scenarios:
If the contact is assigned to a user, and the assigned user has an inbound Twilio number selected, TekMatix will always default to the inbound Twilio number.
If the contact is assigned to a user, and the assigned user does not have an inbound Twilio number, TekMatix will use the Default outbound number selected.
If the contact is not assigned, TekMatix will use Default outbound.
If the contact will be contacted again, TekMatix will default to whatever number was previously used to contact them. This rule applies unless they have since been assigned to a user and the user has a different inbound Twilio selected.
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