Phone numbers in uploads

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.

Approach 1: map columns directly to text & voice number

When the project team knows which number they want to text or call for each participant.

Screen Shot 2024-03-25 at 1.29.21 PM.png

Multiple phone numbers feature is toggled off in advanced config > participant accounts.

Screen Shot 2024-03-25 at 1.35.21 PM.png

In manage study > participant upload configuration, the CSV columns for text number and voice number are mapped to the corresponding values in W2H.

Note: if multiple phone numbers is toggled off, CSV columns cannot be mapped to the general phone numbers field (it does not appear in the list).

Example: mapping columns directly to text number and voice number

First Name	Last Name	text number	voice number	Result

First Name	Last Name	text number	voice number	Result
Bob	Parr	999-999-9999	215-765-4321	W2H will create 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
Violet	Parr	215-765-4321	215-867-5309
Dash	Parr		999-999-9999	W2H will fail to make accounts for these participants because they lack text numbers and this field is required.
Lucius	Best		215-867-5309

Approach 2: map columns to phone numbers

When the project team wants W2H to review the phone numbers and select ones that are textable/valid for texting or calling.

In manage study > participant upload configuration, CSV columns phone1 and phone2 are mapped to the general phone numbers field. W2H will pick the first number in the CSV file (L->R) that is textable (for text outreach) or valid (for call outreach). See the example below for further clarification.

In the participant profile > contact information section, the phone numbers fields now appear in a table instead of as distinct text and voice number fields.

Example: mapping multiple fields to “Phone numbers”

First Name	Last Name	phone1	phone2	Result

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.

Below is a view into the upload details for Simba Lion and Mufasa Lion. The status for each row is Failure, and the result shows that the required cell phone field is missing for each.