Create a number group

Number groups allow you to group Notify phone numbers and share workflows across grouped numbers.

Before you begin

Role required: notify_admin

About this task

Each phone number within Notify has an associated number group. Numbers within a group use the same workflows for handling incoming and outgoing calls and SMS messages.

Numbers associated with a group appear on the Notify Phone Numbers related list on the Notify Phone Number Group form.

Procedure

  1. Navigate to Notify > Number Groups.
  2. Click New.
  3. Enter a Name, and select Notify: (Re)join Conference Call for the Incoming call workflow field.
    Field Description
    Name Unique name for the number group.
    Incoming call workflow Workflow to run when there is an incoming phone call for this group.
    Incoming SMS workflow Workflow to run when there is an incoming SMS message for this group.
    Outgoing call workflow Workflow to run when there is an outgoing phone call for this group.
    Outgoing SMS workflow Workflow to run when there is an outgoing SMS message for this group.

    Incoming call workflows must run on the Notify Call [notify_call] table. Incoming and outgoing SMS workflows must run on the Notify Message [notify_message] or Global [global] tables.

    Short codes can only be associated with SMS workflow groups. You cannot add an incoming or outgoing call to a short code group.

  4. Click Submit.

What to do next

Associate a number to a number group
After creating a number group, associate numbers with that group to use the selected workflows.
Note: Each phone number can only be associated with one number group.