Setting a Contact's Preferred Channel


Default Behavior

By default, TextIt will match contacts with channels using the following criteria: 

If you have multiple channels of the same type connected to your account, the channel that the contact last initiated contact with will be prioritized. Contacts can be locked-in to a relationship with a specific channel (they'll only received messages from this channel) under three conditions:

  • You have multiple channels of the same type connected to your account.
  • The contact's address type priority corresponds with the channel type (e.g. phone number) that possess multiple channels (e.g. multiple phone numbers).
  • The contact initiates contact through an incoming message.
  • If the contact has never interacted with a channel linked to your account, TextIt will prioritize the channel whose number has the largest prefix overlap. 
For example, if your channels are +12505661212 and +2505551212, and you are sending an SMS to or calling +2505661231, TextIt will use the +2505661212 Channel because it overlaps the most.

In most cases, TextIt is able to discern the carrier associated with a contact's phone number and prioritize channels based on carrier, though this depends on carrier behavior.

Custom Behavior

Using the 'Set preferred channel' action, you can create your own channel-matching logic to either assign or switch a contact's preferred channel without waiting for an incoming message. This new action will allow you to do things like:

  • switching between channels of the same type (e.g. phone numbers).
  • switching between channels of different types, like phone numbers and Telegram bots.
  • assigning Android channels based on contact fields, prefix overlap or group membership (to get around throughput restrictions).
  • switching between toll-free and standard virtual numbers.
  • assigning a number based on a user’s number’s country code, area code, and more. 

Considerations

TextIt will match contacts with channels according to the above-mentioned criteria until a contact enters a flow containing a 'Set Preferred Channel' action. The contact will be permanently mapped to the selected channel until (a) they send a message to a different channel or (b) their preferred channel is changed by another 'Set Preferred Channel' action.

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