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Nancy_Rosentha4
Nancy_Rosentha4
New Participant
February 15, 2020
Question

how to create a report with phone number = mobile phone?

  • February 15, 2020
  • 5 replies
  • 3129 views

I am trying to run a report to check where phone = Mobile.
I tried (Mobile Phone Number IS {{lead.Phone Number}}
OR
Phone IS {{lead.Mobile Phone Number}})
AND Phone IS NOT EMPTY
This results in no leads, but I know is a fact there are many leads that exist this way in our database. Any suggestions?

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5 replies

SanfordWhiteman
SanfordWhiteman
Level 10
February 19, 2020

Hey! Almost forgot my aulde schoole method from years ago, before I was Mr. Webhook.

 

  • Create a new field (matching the datatype of the fields you want to compare).
  • Run a batch to set (Change Data Value) the new field to {{lead.field1}}.
  • Then run a batch to set the same field to {{lead.field2}}.

The people who had 1 Data Value Changes activity had the same value for both field1 and field2. The people who had 2 DVCs in the time period had different values (because the value changed from empty ⇒ value1 and from value1 ⇒ value2).

 

Naturally you need to wait for the first batch to complete (check the count of people in a Smart List) before running the second batch.

SanfordWhiteman
SanfordWhiteman
Level 10
February 15, 2020

You can't compare 2 fields in that way. You must use a webhook.

Jay_Jiang
Jay_Jiang
New Participant
February 17, 2020

that is... you can't use a token in the smart list tab.

 

You best option is to export a smartlist where phone number is not empty AND mobile number is not empty and do your matching in excel.

 

 

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    February 17, 2020

    Thanks Jay, yes, I suppose my response wasn't self-explanatory!

     

    @nancy_rosentha4 the reason you can't do it in a SL is the same reason you can't do anything with tokens in that context. The webhook is the workaround for that.  Or, as Jay says, export and import.

     

    Note there is a way to compare certain values without using any external webhook-compatible service. You still need to use Call Webhook, though. And this only works for case-sensitive comparisons of values that are not allowed to have spaces. Will write about it someday...

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