Building a Clear Outbound Compliance Workflow

Keep screening, consent, campaign rules, and audit records connected before a call or text leaves your systems.

Key point

A clear outbound workflow connects the person, the phone number, the campaign, and the decision to contact them.

Context

Build that connection before a calling or texting program leaves your systems.

Detail

The aim is a process your operations team can follow and explain.

Decision

Start by separating the questions each check answers.

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Building a Clear Outbound Compliance Workflow

Keep screening, consent, campaign rules, and audit records connected before a call or text leaves your systems.

Read article