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.

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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.

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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.

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How to import your calling list into Acarda Outbound

calling list dataEach campaign in Acarda Outbound has an associated calling list which we call the Dial List. Your calling list will likely come as an Excel spread sheet or it may already be in a csv file format. It is easy to take your Excel format and use Save As a csv file.

In Acarda Outbound, to import your calling list take the following steps:
1. Under the Manager tab click on the Dial List icon in the Import Group. This will bring up the Import Dial List screen.
2. Select the campaign from the drop down list that you want to import to. If you campaign is not yet set up then prior to importing you need to click on the Setup tab and then the Campaigns icon and add your campaign name.
3. Once you have selected the campaign then select the Import File by clicking on the ellipsis button (…)

import calling list screen

4. If you have a header in the top of the import file that states the name of the columns but does not contain real data then check the Ignore Header check box.
5. It is a good idea to click the Reset button on the lower left side of the screen to clear out past File Column Positions. Of course if the data is the same format as the last import then there is no need to do this. Please note during import if you get an error message about the input array being longer than the number of columns in the table the nit probably means you have a number in the File Column Position that is too high.
6. Now match the File Column Positions of you data (as shown in the Import File Preview window) to each Database Field Name that you want to import to. You could try the Auto Detect feature if you have checked the “Ignore Header” check box.
7. Then when ready click the Import button.

We have a YouTube video on how to import your data into Acarda Outbound. Please take a look at http://www.youtube.com/watch?v=Ivm4mT45Yf0

In the Advanced Edition there is a really useful feature to allow you to save the import settings that link the calling list data to the File Column Position. This means if you work with several different list formats you can save each format to a template and then the next time you go to import that sort of file you imagecan just click on the File Definitions Templates drop down list to find the one you used last time.

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