Definitions:

Regulation F tracking - is a set of verifications that are applied to campaigns with a debt collection purpose.

Contact - is a call result that is selected when there was an attempt to communicate or a limited content message.

Communication - is a call result that is selected when there was a communication with the consumer, not contact or limited content message.

Limited Content message - is a voice mail message that has restricted content and is considered as a contact.

Moratorium period - is a period of time that the consumer should not receive any contacts and communications.

Contact Restrictions - is a setting that defines the maximum allowed contacts per a different period of time.

Communication Restrictions - is a setting that defines the maximum allowed communications per different period of time.

Preconditions:

1. Request Reg F be made available on your instance through IC support (support@intelligentcontacts.com  /  800-214-7490)

2. Import Contact list that contains the following columns populated: client_id, account_id, morratorium_end_date (optional);

3. Access the Campaigns / Call Results page and select a call result for the Regulation F tracking, or leave it to the default ‘Communication’ value;
   

4. Access the Configuration / State page to edit the default settings for Contact Restrictions and Communication Restrictions (if required for any state).
   

How to apply Regulation F tracking to an Outbound Campaign:

1. Log in as admin and access Campaigns / Campaigns, click on the +new campaign button, select the Campaign type as Calls, fill in the Campaign name and all required information, click on Submit button.

2. Select one of the Outbound Campaign types: Predictive, Preview, Power Dialing, Manual, Intelligent Queue:
   
   

3. Select the imported Contact List from the Who to Call tab.

4. Select a Call result from the Call Results tab, and tick on the 'Require Call Result' checkbox.

5. Run the campaign from the Campaigns / Campaigns page.

How the Regulation F Tracking works:

1. Leads are checked by a separate project Intelligent Regulation F before being called and after the current checks are passed.

2. IRF identifies a unique consumer by Client ID, Account ID.

3. The lead can be called after that he passes the following restriction checks:

   1. there is no moratorium for this lead (morratorium_end_date is empty or less than today);

   2. there wasn’t reached the limit of contacts set up for the lead’s state on the Configuration/State/Contact Restrictions;

   3. there wasn’t reached the limit of communications set up for the lead’s state on the Configuration/State/Communication Restrictions;

   4. the lead is not called out of social hours according to the lead’s state. Admissible hours are between 8 am and 9 pm;

   5. the fields Client ID, Account ID, State are not empty for the lead;

4. If any of the above restrictions has not passed, the lead is added to the list of Ineligible records with a corresponding reason.

5. An agent is required to select a call result for the called lead in order to track the number of contacts and communications.

The addition of this new feature also comes with a new Webhook event for the ineligible records declined by the Regulation F track!

Webhooks / Webhooks Settings:

1. Click on the + add new webhook button.
   
   

2. Complete the rest of the required fields ad click on Submit. 

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Need more help? Use the Add Ticket function or send an email to support@intelligentcontacts.com