Exclusion Lists

Exclusion Lists

In the event you need to prevent an account from being called (e.g. due to receiving a call from the consumer), but have already uploaded that account to your contact lists, you can upload an "Exclusion" List. An Exclusion list is a list of accounts that you no longer wish to have called. Once the list is uploaded, all contacts with the specified account numbers will be removed from their respective lists. This process can be repeated multiple times a day. 

How To:
  1. Create a new CSV file and name it "EXCLUSION.csv" 
  2. Add the header account_id and populate the list with accounts that you no longer wish to call
  3. Upload the list file to the /incoming/ folder of your HCC's sFTP.
  4. Once the import script picks up the file, we'll delete all numbers from contact lists that contain the provided Account IDs.  
All contacts to be deleted must have an account_id in the contact list or else this process will not work. 

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