Checklist for Enabling the DNC Feature
The following table provides a checklist for enabling the DNC Feature:
Step # | Checklist Items | Details |
---|---|---|
Prerequisites | ||
1. |
Create an SFTP account with PossibleNOW. |
Customer sends a request to PossibleNOW to create an SFTP account. PossibleNOW provides the following details for the Account: • Account ID • Account Name • SFTP User name • SFTP Password For more information, see Information from PossibleNOW. |
2. | Configure the DNCAccountConfig.xml file. |
Specify the Account ID, User name and Password of the SFTP Account obtained in step 1. For more information, see Configure the DNCAccountConfig.xml File. |
3. | Obtain the folder structures created by PossibleNOW. |
PossibleNOW provides the folder structure for: • Global Configuration • Brand Configuration (if Brand based DNC is configured) For more information, see Information from PossibleNOW. |
4. | Verify the format of the output file. |
• Upload a sample input file to the input folder • Download the output file from the output folder • Ensure that a comma is not added at the end of any line in the content of the output file For more information, see Configure the DNCBrandToFolderConfig.xml File. |
5. | Configure the DNCBrandToFolderConfig.xml file. |
Specify the folder structures provided by PossibleNOW. For more information, see Configure the DNCAccountConfig.xml File. |
Enabling the DNC Feature | ||
6 | Update the tblDNCConfig Table |
Perform the following tasks by executing various stored procedures: 1. Enable the DNC Option. 2. Set the SFTP Account details obtained from PossibleNOW. 3. Enable the Brand Option for DNC. 4. Set the folder Configurations. For more information, see Updating the tblDNCConfig Table. |
7 | Configure a Lead Property for the EBR Policies Configuration |
Run the sproc_ConfigureCustomEBRPropertyForDNC 20005 stored procedure. For more information, see Configuring a Lead Property for the EBR Policies Configuration. |
8 | Enable Phone Properties of the Lead Object for Scrubbing |
Run the Sproc_DNCConfigPopulatePhoneListForScrubbing 20005 stored procedure. For more information, see Enabling Phone Properties of the Lead Object for Scrubbing. |
Steps Required for Scrubbing | ||
9 | Create a DNC Service in Database Administrator. |
For more information, see Database Administrator Help. |
10. | Configure the EBR Policies mapping in Business Administrator. | For more information, see About the DNC Settings Node. |