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Handle Nameless People

Sooner or later, you’ll start receiving SMS messages from people and phone numbers you don’t recognize. If you’re worried that this will cause a snag in your processes, don’t be.

Rock will try to match the phone number of a new incoming SMS message to a person in the system. If it can’t find anyone with that number, Rock will create a Nameless Person record instead. This allows your processes to continue as normal, without knowing their name or other contact information. In most cases this will result in the message being passed from the SMS Pipeline to the SMS Conversations page. Other possible actions are limited because we don’t know who the person is.

Nameless People in SMS Conversations

1

Phone Number - Typically, a name is shown here. Since Rock doesn’t know the person’s name, you’ll see the phone number instead.

2

Unknown Person - This indicates the conversation is with an unknown (i.e., nameless) person.

3

Link To Person - Click this button to link the phone number to a new or existing person record. We’ll cover that in detail below.

As new texts come in, you might lose track of your nameless people in the SMS Conversations page. Luckily, you can go to Admin Tools > Settings > Nameless People to see and manage your list of nameless records.

Nameless People Page

1

Phone Number - All of the phone numbers Rock can't link to a person record are listed here.

2

Link To Person - Click the ti ti-user button to link the phone number to a new or existing person record (see below).

Note

Where Did My Nameless Person Go?
Each night, the Rock Cleanup job will go through the Nameless record types to look for a matching person record. If it finds a match it will merge them for you and the Nameless record will be removed.

Linking to an Existing Person

Once you know for sure who you’re talking to, you'll want to link the phone number (and the conversation) to an actual person in Rock. You'll do this from the Link Phone Number to Person page. You can get there from the SMS Conversations page or from the Nameless People page as described above.

Link Phone Number to Person

1

Add New Person - As pictured above, this page lets you quickly and easily create a new person record to be linked with the phone number.

2

Link Existing Person - Clicking this button will give you a person picker screen so you can look up the existing record to be linked with the phone number.