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WorkflowEmailToSMS.pngI'm setting up a workflow and filter by accountCountry, then filter by locale to send an email with multiple locales, then I need to send an SMS but before I can do that I need to filter out only those with mobile set. Since all email locales flow into the same filter and I'm filtering again after the email send, do I need to re-sort whomever passes the new filter by locale a 2nd time? Screenshot attached.

Hello Stacey!

Just wanted to make sure I'm understanding your question correctly. Are you asking if you need to split your users up by locale again before you send an SMS message?

If that's the case then you really don't need to filter your users by locale before they go into an SMS send. When you create an email template, or SMS template, you can create all of the locale versions of that template in one send node. Then the users should get the locale version that is assigned to their profile.

image.pngAlso you would want to double check with your team how your project settings are set up in the scenarios where you have users that don't have a locale assigned, or one assigned that matches an existing locale version of your teamplate. Either don't send the user anything at all, or you can choose to send the default version of the template if you like.

image.pngAnd this support documentation may be helpful in explaining further: https://support.iterable.com/hc/en-us/articles/213279923-Supporting-Multiple-Languages-

If I've misunderstood the question please let me know.


Hi Michael -

Thank you, this is very helpful. I've recently taken over for a 3rd party (we brought it internal) and the workflows are typically filtered by country and then by locale but if I'm understanding you correctly, there's no need to filter by locale so long as they're in the same template.

Originally all templates were being built out where each locale was it's own template so that's where I was getting confused. Much easier to put it all in a single template, which is what I'm trying to do.

Thank you again!

Stacey


Hi Stacey,

That's correct. If the one template has X number of locales created in it then that's all you should need.

Just keep in mind that when you create the new locales you'll want to edit them to be different as Iterable doesn't do language / translating on its own.

And one other thing to point out is that your team may have been trying to keep them separate for a reason. I would recommend discussing with your team and then moving forward how you all see best. And of course doing a quick test in a test workflow wouldn't hurt to make sure you are getting desired results 😁

You're very welcome and I hope you have a good one!


Thanks again! Appreciate the assist!


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