Troubleshooting 100X Coin Club SMS Trade Alerts
For a contact to receive SMS alerts, the following fields must be updated correctly in Ontraport:
- Contact Record:
- Country
- SMS Number including Country Code
- Simple Products:
- The contact must have an active 100x Coin Club subscription
- The contact must have the '100XCOIN CLUB : SMS OPT IN' box checked
- System Information: check that the Trade Alerts Sender is set to: scott@scottphillipstrading.com
Note: SMS alerts may not work if a customer has unsubscribed from our messages (you can see this on their Contract Log in Ontraport). To re-subscribe a contact, please follow these steps.
100X Coin Club SMS Alerts are sent via third-party providers outside of Ontraport for all locations as follows:
- United States and Canada - Provider: Roezan
- All other countries - Provider: Bulk SMS
If a member is not receiving SMS alerts, please ensure all the details above are correct, then follow the relevant troubleshooting steps below.
Contacts Located In The USA and Canada
Due to SMS sender restrictions in the USA and Canada, North American members cannot receive SMS messages directly from Ontraport. Instead, we use a third-party provider called Roezan.
- A new contact is created Roezan whenever the following details are entered into the Ontraport Contact Record (e.g. upon purchasing 100X Coin Club)
- Country: United States
SMS Number including Country Code (+1)
- An email is then sent from Ontraport to the contact confirming that a test SMS message will be sent within 15 mins. Contacts are asked to reach out to Support if the test SMS message is not received. Here is a sample email sent to a contact:
- If the Contact's details are updated correctly in Roezan, the test message will be sent. It can be located in 'Conversations' by searching for the contact's name or email address:
Troubleshooting for USA and Canadian Contacts
Ask the contact to confirm their SMS number & country and ask them to add our USA sender number to their contacts: +1 (877) 969-4001
- Ensure the following fields are updated correctly in Ontraport:
- Country: United States or Canada
- SMS Number including Country Code (+1)
- Simple Products: '100XCOIN CLUB : SMS OPT IN' box checked
- System Information: check that the Trade Alerts Sender is set to: scott@scottphillipstrading.com
- Log into Roezan and search for the customer by email address under 'Contacts'
Check to see whether the customer has a contract profile in Roezan
- If the customer has a profile in Roezan,
- Check whether the initial test message and any trade alerts have been sent. If not, let Caroline know that a Rozean contact was created without an initial message being sent
- Check whether their SMS and country code is correct in Roezan. If the SMS number is incorrect in Roezan but correct in Ontraport, do the following:
- Copy the SMS number in Ontraport inc. country code
- Delete the number
- Add '0' as the SMS number
- Refresh the profile
- Paste the correct SMS number back into the 'SMS Number' field
- Refresh the profile
- Check their Ontraport Automation Log and wait for the Roezan automation steps to run:
- Once the automation steps have run , go to Rozean and search for the contact's email address under 'Contacts'
- Look for a NEW profile with the correct phone number
- On the new contact record, scroll across and click on the 'Conversations' icon for that contact
- Check to see that the initial test message has gone out
- In HelpScout, ask the customer to confirm they have received the test SMS
- Note: you can check Roezan for replies, but we do not monitor this inbox so it's best to continue the conversation in HelpScout
- In Roezan, click on the 3 dots to delete the profile with the incorrect phone number
- If the customer can't be found in Roezan,
- Check their Ontraport Automation Log for the Roezan automation steps:
- If the automation steps are not there, update the contact's Ontraport details to push out a new automation:
- Copy the SMS number in Ontraport inc. country code
- Delete the number
- Add '0' as the SMS number
- Refresh the profile
- Paste the correct SMS number back into the 'SMS Number' field
- Refresh the profile
- Check their Ontraport Automation Log and wait for the Roezan automation steps to run
- Follow the steps above under: "If the customer has a profile in Roezan"
- Note: if the contact is still not added to Roezan
- Ask Rhod to check the Roezan Zap History in Zapier to see if the contact was sent to Roezan successfully
- Rhod to notify Caroline if there are further errors
Contacts Located Outside of the USA
Ontraport's native SMS provider, Twilio, has introduced a ban against sending Cryptocurrency messages. This means we can no longer send any SMS messages directly from Ontraport.
SMS messages outside of USA and Canada are sent by a provider called BulkSMS
- When a contact purchases 100x Coin Club, a Welcome Email is sent which contains a link to opt-in for SMS messages. Once the contact opts in, the following settings are updated on the contact record in Ontraport:
- Main Contact Record:
- Country
- SMS Number including Country Code
- Simple Products:
- '100XCOIN CLUB : SMS OPT IN' box checked
System Information: check that the Trade Alerts Sender is set to: scott@scottphillipstrading.com
- Main Contact Record:
- All future trade alerts sent via email will be displayed in the member's Contact Log, however SMS messages will only be displayed in BulkSMS
Troubleshooting for Non-USA-based Contacts
Ask the contact to confirm their SMS number & country
- Ensure the following fields are updated correctly in Ontraport and make any updates provided by the customer:
- Country
- SMS Number including Country Code
- Search for the country code in Google to check that it correctly matches the country listed. If not, correct the country.
- Simple Products: '100XCOIN CLUB : SMS OPT IN' box checked
System Information: check that the Trade Alerts Sender is set to: scott@scottphillipstrading.com
- Send a test message from BulkSMS
- Log in and go to 'New Message'
- Enter the contact's phone number, including country code, from Ontraport
- Click on 'Template :Insert'
- Select the following 'test message' template by clicking on it
- Select: 'Insert'
- Send the message
- Go to 'Sent Messages' and check if the message was sent successfully
- Ask the customer to confirm they have received the test SMS