storm STUDIO User Guide
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Do Not Call Lists

Using a Do Not Call (DNC) table, there are two ways to exclude customer records from an OUTBOUND campaign. 

You can exclude records by telephone number, account number, or any field that identifies the customer, or customers that you do not want to be part of the campaign.

The first method uses a table containing the customer records to exclude, and is configured in the campaign provisioning page. This is the preferred method, as it has performance benefits.

The second method uses a table containing the customer records to exclude and a filter, applied within a DATA MANAGEMENT table view. 

You can automatically add numbers to a DNC list using a triggered action, see Excluding Numbers From Contact Lists.

Excluding Customer Records in OUTBOUND Provisioning

To exclude customer records when provisioning a campaign, follow the instructions below.

  1. Using the DATA MANAGEMENT application, create a table to hold the records to be excluded from your campaign, and import the data into the table.
  2. Create a table view for the outbound campaign containing all relevant customer data, including telephone numbers, and map the relevant fields to the equivalent contact list fields. Ensure the field that you want to filter on is included in the table view.
  3. When provisioning the campaign, select the Enable Do Not Process List option.

  1. Enter the Reference Table - This is the name of the table that contains your DNC records. (See step 1 above)
  2. Enter the Mapped Column - This is the name of the column in your table view that you want compare against the DNC records.
  3. Enter the Reference Table Column - This is the name of the column in your DNC table that contains the records to exclude from your campaign.  (See step 1 above)
  4. Click the + Add button to exclude records contained in other reference tables.
  5. Click Save.

Value

Description

1. Table View

The name of the DATA MANAGEMENT table view that you are using for the campaign.

2. Reference Table

The name of the DATA MANAGEMENT table containing the records that you wish to exclude from your campaign; typically known as the Do Not Call list.

3. Mapped Column

The name of the mapped column in your DATA MANAGEMENT table view to compare against the records in the DNC list table.

4. Reference Table Column

The name of the column in the DNC table containing the data you want to filter on.

For example a customer’s account number.

Example

A 'Do Not Call' table (Reference Table) contains the account numbers of people that you want to exclude from your campaign.

The account number column in the campaign table is mapped to the ‘Misc 1’ value in the table view. During a campaign, if the ‘Misc 1’ value matches an account number in the Reference Table, the record will not be called.

Excluding Customer Records in DATA MANAGEMENT

To automatically filter the contact numbers in your DNC table out of your contact list, follow the instructions below.

  1. Using the DATA MANAGEMENT application, create a table to hold the records to be excluded from your campaign, and import the data into that table.
  2. Create a table view for an outbound campaign containing all relevant customer data, including telephone numbers, and map the relevant fields to the equivalent contact list fields.
  3. Apply a filter to the column of the underlying table with the property 'NOT IN Table Column' that references the DNC table and the name of the column that you want to exclude records on, as shown below.

  1. Click OK.

When you save the table view, the data display changes to show only those records with contact numbers that do not appear in the DNC table.

Note: if multiple telephone numbers are defined for each contact, you must apply a filter to each Number column in the underlying table to ensure that all telephone numbers are filtered against your DNC table.‎