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Nancy_Rosentha4
Nancy_Rosentha4
Level 2
February 15, 2020
Question

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

  • February 15, 2020
  • 2 replies
  • 3143 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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2 replies

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
Level 10
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...

      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.

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