Configure Consent & Opt-In Timeframes in Readymode

Modified on Fri, Dec 12 at 11:24 AM

Need the dialer to stop calling your leads after a specified consent or opt-in timeframe? You've come to the right place!



Configuring Consent/Opt-In Timeframe


Readymode's Consent/Opt-In Timeframe feature allows you to specify when the dialer will stop calling your leads if the set day amount exceeds the date your leads opted-in/gave their consent in the lead file. 


To access this feature, first navigate to your Dialer Lead Distribution Settings, then click on Edit Consent/Opt-In Timeframe.


Screenshot of Readymode showing the Dialer Lead Distribution Settings, with the “Edit Consent/Opt-In Timeframe” option highlighted.


To enable this feature, check the Do not call checkbox (1), then enter the number of days in the Days field (2) and click the Save Changes button (3) when done.


Screenshot of Readymode’s Consent/Opt-In Timeframe settings, showing the option to enable “Do not call leads with consent/opt-in date older than X days.


Note: If you uncheck the "Do not call leads with upload date older than _____ days(s)" box,

all the leads that the system had kept from being dialled will now be eligible to be dialled again (if your playlists are configured to dial them). 



Importing Consent/Opt-In Data


In order for the system to respect your Consent/Opt-In Timeframe setting, consent or opt-in data must be imported from your lead file. To achieve this, ensure that the consent/opt-in data is mapped to the Consent Date Internal Field before clicking Done - Import leads


Quick Tip: For more information on Importing Leads, click here


Screenshot of Readymode’s Lead Upload Confirmation screen showing the mapping of CSV fields to Internal Fields, with the “Consent Date” CSV field mapped to the “Consent Date” internal field highlighted.


Note: If no consent or opt-in data is present in your lead file, or is absent for a specific lead, the system will just treat the day the file was uploaded as the consent/opt-in date.


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