DNC.com Integration, Import & Scrubbing

DNC.com Integration

The ChaseData CCaaS system provides a rich set of integration possibilities, and that includes communicating with the Do-Not-Call system (DNC.com), allowing you to set yourself to comply with relevant regulations when you properly configure your setup.

To access the DNC.com integration setup, click on the 3-dot icon on the right side of the top area of the GUI, above the Search field, which will open a menu; click on Settings, and on the expanded menu click on Integration.  Refer to the following picture.

Click in the DNC.com tab to display the corresponding setup window; then enter the corresponding DNC.com login and account information.  Refer to the following picture.

After the proper login and account information is saved, and effectively have been synchronized with DNC.com, the corresponding Campaign Settings become enabled (up to that point they were hidden) in Campaign Settings.

So, now go the main menu area on the left, click to expand the Campaigns menu, and select Create & Manage. Then select the appropriate ChaseData Campaign and click on the Perform Task (clock wheel) icon found in the top left of the presentation area to expand a pull-down menu; select Campaign Settings (or Edit Campaign).  Refer to the following picture.

Expand Outbound Settings and scroll down to Advanced Dialing Rules & Strategies, expand it, and look for DNC.com Settings; enter the information that you obtained from DNC.com.  Refer to the following picture (the entry fields will be enabled if the previous integration steps have taken place).

The information that you enter here comes from DNC.com, hence represents the DNC.com Project and DNC.com Campaign that you have configured with DNC.com (it is not the ChaseData Campaign); however, since you’re configuring this information in the Campaign Settings for your ChaseData Campaign, you’re effectively linking together the ChaseData Campaign with the DNC.com Campaign (and Project).

DNC.com Import

The ChaseData CCaaS system can be used to keep an internal list of Do-Not-Call (DNC) telephone numbers, and this list can be populated via an import operation.

The information can be imported from a simple, but properly formatted, comma-delimited file (of type CSV). The rules are simple:

• Use a simple table of records, one row per record
  

It’s highly recommended that the first row be a label row, with each label, hence the column, representing a field of the record.

The steps to import a set of DNC records is as follows. Go the main menu area on the left, click to expand the Data Import menu, and select DNC Import.  Then click and select the File Upload tab, in order to display the CSV File Options panel, which is the first step of the process to import DNC numbers from a CSV file.  The system will then guide you to the next tabs as parameters are entered and Next is clicked.  Refer to the following picture.

Once again, the most important option to consider in this part is the checkbox for First Row Contains The Column Info because it tells the system how to interpret the first row.

Do note that, although a CSV file is usually opened with MS Excel, it actually is a text file of records (rows) containing comma-delimited fields.  If a character within a field in a row could create confusion (e.g. a comma), a Text Qualifier can be used (e.g. double-quotes).

When ready, click on Select File and proceed to select your file; when done, the system will analyze and interpret its contents, and display the results.  Refer to the following picture.

After you review the results, you may click on Next to move to the List Type tab, where the Campaigns associate with the internal DNC list are selected. Specify, as well, whether the data in the file follows the Federal (USA) format or a Custom format. The Federal format consists of two fields, which are the Area Code and the Telephone Number; the Custom format includes a single column, which is the Telephone Number.  Refer to the following picture.

Click on Next when ready; the system indicates the success status of the import operation. Refer to the following picture.

DNC.com Scrubbing

When the ChaseData CCaaS system is properly integrated with the Do-Not-Call system (DNC.com), it checks against the DNC database when a call is to be attempted in Predictive and Progressive dialing modes; if the result is positive, the number is scrubbed accordingly.

If the corresponding telephone number is scrubbed through this process, the ChaseData CCaaS system updates the corresponding Contact record with a DNC disposition that conforms to the following format:

FTC DNC (<code>)

The following tables list the possible values for <code>, which the ChaseData CCaaS system determines based on the information obtained from DNC.com, the ChaseData Campaign settings, and other logic.

Allowed When It’s a Manual Call
W	US Wireless number – number is not in any DNC database (or it is but has been overridden by an industry exemption) but it cannot be called from a predictive dialer.
G	Valid EBR and US Wireless Number or VoIP Number, not on any DNC – still cannot be called from a predictive dialer as EBRs do not constitute an exemption to those rules
H	US Wireless Number or VoIP Number that is also a Valid EBR overriding an otherwise DNC number – still cannot be called from a predictive dialer as EBRs do not constitute an exemption to those rules
L	Wireless number in a US state that does not allow telemarketing to wireless numbers even if manually dialed (see W for more details); not on any DNC list; not an EBR
F	Valid EBR and Wireless number in a US state that does not allow telemarketing to wireless numbers even if manually dialed (see W for more details); not on any DNC list
V	Valid EBR overriding otherwise DNC number that is also a Wireless number in a US state that does not allow telemarketing to wireless numbers even if manually dialed (these states are WY, NJ, TX, LA, and AZ)

Non-Callable
I	Invalid (area code not active or reserved/special use phone number pattern, i.e. 555-5555)
M	Malformed (number is not 10 digits, etc.)
B	Blocked (number is in an area code not covered by the National Subscription on this project or is in a configured no-call area code or no exemption was available in a pre-recorded call campaign)
P	Project DNC or DNF database match; no further checks are performed; the choice to scrub against DNC vs. DNF (Do Not Fax) needs to be made previously at the DNC.com Campaign level
D T	Do Not Call database match; Details field in Call History provides additional details (see Call Detail report) Do Not Call Today

Please refer to DNC.com to determine what constitutes an Existing Business Relationship (EBR), and other important rules; ChaseData provides tools that help you comply with regulations, but it is your sole responsibility to configure, verify and operate your setup in a compliant manner.

Also note that when we refer to DNC database, we’re referring to all applicable DNC lists as a whole. There are several types of DNC lists; there are state lists (several states have DNC lists). There’s a Federal list, referred to as the National DNC registry; and there’s a DMA (Direct Marketing Association) list.

There is also an Internal (in-house) list; the Telephone Consumer Protection Act (TCPA) requires each company engaged in telemarketing to maintain a list of numbers for persons who explicitly ask a company not to call them.