How to prepare your system for one-to-one consent Now that you have a clear understanding of the overall context, we’ll discuss how to prepare your CRM or contact center software for the coming changes. 1. , the first step you should take is to add a Flag field in your CRM to indicate whether you have a one-to-one consent for the lead. This could be a simple checkbox showing consent status. This is critical because if one-to-one consent is retroactive, you will need to effectively filter out prospects who lack consent for auto-dial,
SMS, and drip marketing campaigns.
Another key point is integrating this flag Costa Rica Mobile Number List field into your business intelligence (BI) tools. Whether you’re using a CRM system, contact center software, or an external BI tool like Tableau or direct reporting from an internal data warehouse, be sure to include this flag. This integration will help you maintain accurate and comprehensive reporting across all your analytics tools. 2. Obtain and store consent in the system Additionally, it is crucial to ensure that you obtain consent in your CRM or contact center platform. While consent may be obtained from your primary provider, you will also need to have a record of this consent so you can contact the transaction before calling or sending a text
message to fulfill the request.
According to Michael, you should collect this proof of consent Afghanistan Phone Number List and store it in a specific field within the system. This is important in situations where regulators or TCPA plaintiffs may need access to this data. TrustedForm credentials and profiles can be preserved and saved as URLs in your CRM records. 3. Check your reporting requirements The FTC’s Telemarketing Sales Rule (TSR) has specific reporting requirements. It’s important to note that TSR requires detailed reporting that you may not have immediate access to. These requirements include maintaining extensive records of call details, such as caller and recipient numbers, the date, time and duration of the call, and the outcome of the call.
