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Using a Workflow and Smart List to Track Failed SMS Contacts

This article explains how to automatically tag contacts whose SMS messages fail and track them in a Smart List using a Workflow, enabling follow-up actions such as email or calls.

Updated over 3 months ago

Who This Is For / When to Use

This setup is for teams sending SMS who want to identify contacts with invalid or SMS-incapable phone numbers and manage follow-ups without manual review.

Step 1: Create a Smart List for Contacts with Failed SMS

A Smart List allows Kyrios to dynamically group contacts based on filter conditions, such as a specific tag applied by automation.

How to create the Smart List

  1. Go to Contacts > Contacts / Smart Lists.

  2. Click + New Smart List.

  3. Select Advanced Filters.

  4. Choose:

    • Field: Tag

    • Condition: Is

    • Value: failed sms (or an existing equivalent tag)

  5. Click Apply.

  6. Click Save as smart list at the bottom.

  7. Name the Smart List and click Create.

Step 2: Create a Workflow That Detects Failed SMS Numbers

The workflow listens for phone number validation failures and applies the same tag used by the Smart List.

How to create the workflow

  1. Go to Automation > Workflows.

  2. Click + Create Workflow.

  3. Select Start from Scratch.

Step 3: Configure the Workflow Trigger for SMS Failure

The trigger defines when a contact enters the workflow based on phone validation results.

How to configure the trigger

  1. Click Add New Trigger.

  2. Select Number Validation.

  3. In Filters, set:

    • Error is β†’ SMS Incapable

  4. Click Save Trigger.

Step 4: Add an Action to Tag the Contact

The action applies the tag that keeps the Smart List updated in real time.

How to add the tag action

  1. Click the + icon after the trigger.

  2. Select Add Contact Tag.

  3. Enter or select the same tag used in Step 1 (for example, failed sms).

  4. Click Save Action.

  5. Save and Publish the workflow.

What Happens After Setup

Once published:

  • Kyrios automatically detects SMS-incapable numbers.

  • The workflow applies the failed sms tag.

  • The Smart List updates in real time with affected contacts.

  • Teams can manually review the list or trigger additional workflows for follow-up.

Common Issues and Fixes

Contacts are not appearing in the Smart List

Ensure the tag name in the workflow action exactly matches the tag used in the Smart List filter.

Workflow is not triggering

Confirm the trigger type is Number Validation and the filter is set to SMS Incapable, not a different error state.

Tag exists but is not applied

Verify the workflow is Published, not left in Draft mode.

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