Archive for Do Not Call

How to import Do Not Call lists

This blog gives step-by-step instructions on how to import Do Not Call lists into Acarda Outbound. These instructions apply to both the Team and Solo Editions of Acarda Outbound. For Acarda Outbound Team: In Acarda Outbound Manager click on the Manage tab then in the Import group of icons, click on the Do Not Call icon. For Acarda Outbound Solo: Click on the Administration tab (rather than the Agent View tab) and then the Manage tab, then in the Import group of icons, click on the Do Not Call icon.

The import Do Not Call file must be a text file such as a csv file. If there is more than one column of data then only the first column will be imported. Formatting of the telephone numbers will be removed during import.

Take the following steps to import the Do Not Cal list:

  1. Select the Import File.
  2. Modify the defaulted “Comment” if you want to. Note the “Source Tag” cannot be changed. This is used to identify the import file source is useful for managing your Do Not Call lists.
  3. Click the Import button.

image

Figure 1: The Import Do Not Call Tab.

Once you have imported a file, the Import and Cancel buttons will be disabled to prevent you accidently re-importing the same data. After selecting a new source file name, these buttons will be enabled again.

To view the imported Do Not Call list data you need to open the Do Not Call directory. For Acarda Outbound Team: In Acarda Outbound Manager click on the Manage tab then in the Directories group of icons, click on the Do Not Call icon. For Acarda Outbound Solo: Click on the Administration tab (rather than the Agent View tab) and then the Manage tab, then in the Directories group of icons, click on the Do Not Call icon.

image

Figure 2: The Do Not Call directory.

In the grid list on the left side is a list of import sources, the date of import, comment and a count of the number of records imported. As these lists could have millions of numbers in them we do not show the actual list of numbers unless you use the Display All icon at top of the right side panel called Source List Numbers. Usually you would enter in a telephone number to check in the “Search Telephone” box at the top of the gird. You can also delete an individual telephone number from this source’s list by clicking on the Delete icon.

Take care above the left hand side list is a Delete Source icon. Only use that if you want to delete the entire list! If you upload Do Not Call numbers each month then use the Source to identify the imported list. It is helpful to include the Month and Year in the Source tag. e.g. 702 Jan 2016. Then when you come to import a more recent list you can delete the old list by using the Source Delete. If your Do Not Call lists have millions of numbers then you may need to delete the older list prior to importing the replacement list.

Comments off

How to use OK To Call lists in Acarda Outbound

The OK To Call (OTC) feature in Acarda Outbound enables you to call telephone numbers even though they may be found on the Do Not Call list. In some case a business may be able to call a number, if they are for example a customer, or if the person has given the business permission to call. There will be different regulations for the permissible timeframe during which the business may call the number so you need to investigate the rules in your location. This blog will detail how to set up Acarda Outbound for OTC lists and our next blog after this will detail how to import and view the OTC lists into Acarda Outbound.

Step 1: To use OTC you must first set Acarda Outbound to use the OTC database. In the team edition do this in the Acarda Outbound Server Administrator software:

1. Open Acarda Outbound Server Administrator software.

2. In the left sidebar click on Database Settings link.

3. In the main panel, check the check box for “Use OK To Call Database”.

4. In some instances you when you only want to call numbers that are found on the OTC list then also check the “All numbers dialed must exist in the OK To Call Database”. One example when you might do this could be when you have a scrubbed list which is good for say 60 days. You can import that to your Campaign and also import it to the OTC database with Permission Use Period set to 60 days. Be careful to set the correct period, just the days that remains in the calling period at import.

image

Step 2: Next in the Acarda Outbound Manager software you need to set the permission periods.

1. Open Acarda Outbound Manager software.

2. Click on the Setup Tab.

3. Click on the Settings icon in the Setup group of icons.

4. Click on the “OK To Call” link in the left tree view menu under “Call Options”.

5. Set the correct number of days for expiry of the OK To Call numbers for the Permission Use Period which is when you have been given permission to call; and also, for the Purchase Use Period which is the period of time post-purchase when you are permitted to call the customer.

image

In the solo edition both step 1 and step 2 are set in one place. This is the screen shot for solo:

image

Our next blog will detail how to import and view the OTC lists into Acarda Outbound. Please contact us if you have any questions via http://www.acarda.com/contact.html or call us toll free in the USA on 800 728 2050.

Comments off