Context

There are two properties within each Contact that are the most important for the integration: the Mobile Phone Number and the SMS Opted-out properties, which are used by the integration to know the recipient of the SMS, and to check if they can be targeted or not by the Send Mass SMS Workflow.

These properties are (most likely) not easy to locate when you first start using the integration, and you want them to be readily available to facilitate how you use True Dialog’s integration.

How To

⚙️ This change will automatically apply to all Contacts within your HubSpot account!

Within HubSpot:

1. Hover over Contacts, and click on Contacts in the horizontal menu

2. Select one of the Contacts available

3. If the properties mentioned above are not available under About this contact, click on “View all properties”

4. Use the Search Field and look for Mobile Phone Number

5. Hover over the field and click on “Add to your view”

6. Repeat steps 4 and 5 for the SMS Opted-out property

7. You can see the properties will appear under the box About, on the left-hand side of the screen

8. (Optional) You can drag-and-drop the cards with the properties to change the order of appearance of the properties

9. Click on “Back”, at the top left-hand side of the screen