Do-not-call data

If your business makes sales calls, you may have to check numbers against the national and state do-not-call registries before you dial. Hey Quad doesn't hold those registries for you. Each business registers its own account, downloads its own files, and uploads them. Hey Quad then checks your contacts against your files and blocks the numbers that match.

Your files belong to your business alone. They're stored under your account, they're never shared with another business, and they can't be downloaded again: once uploaded they're only used for checking.

This article explains how it works. Whether and what you must check depends on your business and where you call. Ask your own advisor if you're unsure.

What a SAN is

The national registry is run by the FTC. A business that wants the list registers and gets a subscription account number (SAN), which lets it download the list for the area codes it calls. Many states keep their own list and their own files.

Hey Quad doesn't register for you and doesn't download anything. You keep your SAN in Hey Quad as a record, with the date your registration expires.

Set it up

Go to Settings → Consent & do-not-call → Do-not-call data. Only people who manage compliance can see or change it. Owners and admins can by default.

1. Under Your registration, enter your Subscription account number (SAN) and the date Registration expires. Hey Quad warns you after that date.
2. Choose Who to check:
   • Leads and listed contacts (the default): contacts at a lead stage or on a calling list. This leaves your existing customers alone.
   • Every contact: everyone, customers included. A national list covers most phone numbers, so this can block calls to some of your own customers. Use it carefully.
3. Upload your files, below.

Upload a file

Under Do-not-call files, fill in Upload a file:

• Kind of list: National registry list or State list.
• State code (state lists): two letters.
• Name (optional): shown in the file list.
• List date: the date on the file you downloaded. It can't be in the future or more than 400 days old.
• Good until (optional): for a state list. If you leave it blank, the file is good until the end of the quarter its list date falls in.
• File: a text list of phone numbers, either one per line or two columns (area code, number), or a zip of text files. Up to 64 MB. Spreadsheets such as Excel files can't be read.

Choose Upload. The file shows Processing while Hey Quad reads the numbers, which takes a minute for a large file. It becomes Ready with its numbers and area codes, or Failed with the reason, for example when it holds no phone numbers. When a file is ready your contacts are checked automatically.

To remove a file, delete it. Its stored numbers are removed, and numbers only that file listed need a new check. Contacts already blocked stay blocked until you remove them on the Do-not-call tab of the same page.

Freshness

The national list changes constantly, so a national file is good for 31 days from its list date. Plan a fresh download each month. A state list is good until its Good until date. Past that, the file is marked Ready, out of date.

An out-of-date file still matches, and its numbers are still blocked. Hey Quad warns you in the settings, on a list page and in the calling mode. Numbers last checked against old data show as out of date until you upload a newer file.

What a match does

When a contact's number is on one of your files:

• The number is blocked for calls and texts, exactly as if someone had marked it do-not-call by hand. The dial gate refuses it and the calling mode won't dial it.
• It's listed on the Consent page with its source, National do-not-call list or State do-not-call list.
• If every number a contact has is blocked, they're marked Do not call on every list where they were still open.

If a number later disappears from a newer file, it stays blocked. Hey Quad never unblocks a number on its own. Someone who manages compliance can remove it on the Do-not-call tab.

What you see

• A badge on each contact and each lead: Suppressed, On do-not-call list, DNC checked with the date (and "out of date" when it was checked against old data), or Not checked. On a contact, the badge has a Check now button that runs the check on the spot.
• A summary on each list page: how many numbers are checked, listed, not checked yet, and checked against out-of-date data.
• In the calling mode: a blocked number can't be dialled. A number that hasn't been checked shows Not checked against your do-not-call data with a Check now button, and Dial turns on once it comes back clear. A number that's only out of date can still be dialled, with the warning on screen.

Check on demand

Under Check now, Check all now checks every contact in scope against your files. New files, imports and people added to a list are checked on their own, so use this after you change Who to check. It's available once at least one file is ready. A check can take a few minutes.

Good to know

• Nothing is checked until you've uploaded at least one file.
• Only 10-digit North American numbers are checked. Other numbers aren't covered.
• Hey Quad can't tell you whether a call is legal. It enforces the lists you give it.

Your own opt-out and consent records are in Opt-outs and consent.