Compliance Management

Shuaib

Updated 23 February 2024 09:24

Admin users have the ability to manage DNC number & Contact Profile visibility for specific countries and manage opt-outs to reduce compliance risks.

Location based DNC visibility

Teams distributed worldwide can stay compliant by limiting DNC number visibility for specific locations. Admins can decide if users can view numbers that belong on any DNC list/registry.

Learn more about DNC lists/registries...

How DNC numbers appear by default

DNC numbers are hidden by default for all countries.

When DNC numbers are hidden, they will appear as Hidden (DNC) in Search and on the Chrome Extension.

An admin can decide if users can view numbers in certain locations.

Diamond verified mobiles can belong on a DNC list/registry and will be hidden by default.

Configure DNC visibility

This setting can only be configured by an Admin user.

Click the User Avatar at the top-right of the screen and click to Settings.
Under Compliance, click Data Management and go to the Do Not Call tab.
DNC numbers are hidden by default. Uncheck countries in the list to make them visible to users.
Users can see DNC numbers of your selected countries on the Web App and Chrome Extension. The number will have a DNC label next to it.

Admins can enable the view for the relevant countries. Enabling DNC for that country will allow all users on the account to view, save and export numbers marked as DNC on both the web application and Browser Extension.

Configure Contact Profile Visibility

This setting can only be configured by an Admin user.

Click the User Avatar at the top-right of the screen and click to Settings.
Under Compliance, click Data Management and go to the Contact Profiles tab.
You can select which countries contact profiles should be excluded from.

Admins can enable the view for the relevant countries. Disabling Contact Profiles for that country will prevent users on the account to view, save and export profiles in specified countries on both the web application and Browser Extension.

Opt-outs

The Opt-Out section contains:

Emails/domains from a manual upload

We recommend building the Opt-Out/Suppression list before starting work on Prospector to reduce the risk of contacting someone who has opted out of your services.

Single Upload

You can input a single email or domain on the Opt-Out section.

Navigate to the Opt-Out section in Settings. (User Avatar > Settings > Opt-Out (link icon) page)
Enter the domain or email you want to opt-out in the box and click the Opt Out button.

This method works for one-offs, but if you have multiple contacts that you want to opt-out from your outbound campaigns, importing a list might be easier.

Import an Opt-Out list

Navigate to the Opt-Out section in Settings.
Hover over the CSV dropdown and download the sample CSV.
Populate the CSV with:

Specific email addresses (name@company.com)
Entire company domains (http://company.com )

Keep in mind that if a contact has multiple email addresses, it’s quite possible for one or some of those to be opted-out, while the other(s) will remain opted-in.

If you have a large list, we recommend uploading a list of 10,000 emails/domains at a time.

Hover over the CSV dropdown again and click Upload CSV

You can download the whole list of opted-out contacts by clicking Download CSV.

Browse the Opt-Out list

You can search through your opt-out list to check if a contact or company has been opted-out of your campaigns.

Navigate to the Opt-Out section in Settings.
Type in the email/domain in the Search box and click Enter on your keyboard.
You can also search the list by filtering by status or type of opt-out.

Remove Contacts from the Opt-Out List

Users can easily remove manually uploaded emails/domains from their Opt-Out list.

Navigate to the Opt-Out section in Settings
Find the Opt-Out you want to remove by using the Search box.
Select the Opt-Out/s you want to remove and the Bin icon will appear. Click the Bin icon to remove selected Opt-Outs.