improveit 360 has deprecated all DNC List functionality as well as Waiver Start and End dates impacting the Call Queue. The below fields are remaining from a past deprecated feature. The Waiver Start and Waiver End dates do not prevent a Prospect from being pulled into a Call Campaign.
The deprecated functionality used to update the DNC Waiver information when...
New Lead Inquiry
If a Prospect makes an inquiry or submits an application to your company, you may call them up to 3 months after their submission. For example, if a Prospect sees you at a Home Show and requests someone to contact them so that they can get a free estimate, your company can call them up to 3 months after.
- Waiver Calculation: Improveit 360 will automatically set the Wavier Start to the lead source taken on date and the Waiver End to 3 months after the lead source taken on date.
Existing Business Relationship (EBR)
If a Prospect has done business with you before, which resulted in the exchange of goods or services for fee, you may contact them 18 months after their last purchase, delivery, or payment.
- Waiver Calculation: Improveit 360 will automatically set the Waiver Start to the date that the Sale is final and the Waiver End to 18 months after the Sale final date.
Not every lead source will qualify for a DNC waiver. For example, sweepstakes forms where Prospects are not consenting to your company contacting them with marketing materials would not qualify for a waiver. To designate a Source as a source that qualifies for a waiver, you must select a checkbox on the Source screen that says ‘Qualifies for DNC Waiver’. This will ensure that all lead sources created from this source trigger a waiver for the corresponding Prospect.
Note: Because this feature has been deprecated, the Prospect above has a Waiver date range that has expired but the Prospect will still be pulled up within the Call Queue:
Use TCPA instead
To ensure the Prospect does not come back into the Call Queue, check the TCPA checkbox in the Marketing Restrictions section.
It is possible to automate the TCPA checkbox so that if the checkbox is True and a new Lead Source comes in for the Prospect, a Flow automation can uncheck the checkbox to ensure the Prospect is called within the Call Queue. Note: You would also want to build a Flow automation to re-check the TCPA box if the Prospect does not schedule an appointment within 90 days of the most recent Taken On date (in accordance with FCC laws).