Depending on how your source data captures and reports phone number, there are two approaches you could use to get phone numbers from a CSV file into w2h profiles.
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Example: mapping columns directly to text number and voice number
First Name | Last Name | phone1 | phone2 | phone3text number | voice number | Result | |
|---|---|---|---|---|---|---|---|
MickeyBob | MouseParr | 999-999-9999 | 215-765-4321 | W2H will | use phone2 for text and calls because it’s the first valid & textable number in the list.Minnie | Mousecreate accounts with the provided numbers. Texts will not be delivered to Bob and Helen because the text numbers provided aren’t actually textable. | |
Helen | Parr | 215-867-5309 | 215-765-4321 | W2H will use phone1 for calls because it is valid but not textable and phone2 for texts because it is valid & textable. | |||
Donald | DuckViolet | Parr | 215-765-4321 | 215-867-5309 | W2H will use phone1 for calls and texts because it is valid & textable. | ||
Daisy | DuckDash | Parr | 999-999-9999 | The patient has no valid numbers but the study requires a textable number, so the account doesn't get created | Daffy | DuckW2H will fail to make accounts for these participants because they lack text numbers and this field is required. | |
Lucius | Best | 215-867-5309The patient has no textable numbers but the study requires a textable number, so the account doesn't get created |
Approach 2: map columns to phone numbers
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First Name | Last Name | phone1 | phone2 | Result |
|---|---|---|---|---|
Mickey | Mouse | 999-999-9999 | 215-765-4321 | W2H will use phone2 for text and calls because it’s the first valid & textable number in the list. |
Minnie | Mouse | 215-867-5309 | 215-765-4321 | W2H will use phone1 for calls because it is valid but not textable and phone2 for texts because it is valid & textable. |
Donald | Duck | 215-765-4321 | 215-867-5309 | W2H will use phone1 for calls and texts because it is valid & textable. |
Simba | Lion | 999-999-9999 | The patient has no valid numbers but the study requires a textable number, so the account doesn't get created. | |
Mufasa | Lion | 215-898-5000 | The patient has a valid number that is not textable, yet the study requires a textable number. The account doesn't get created. |
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