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1 Telemarketing Success SAN Step-by-Step Guide

DNC List Scrubbing Success

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You've invested in a great product, now make it work for you. This refresher webinar is designed to offer you tips and tricks on how to be DNC compliant and it starts with getting a SAN. We'll show you step-by-step how to get it.

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Page 1: DNC List Scrubbing Success

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Telemarketing Success

SAN Step-by-Step Guide

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In 2003, the Federal Trade Commission (FTC) enacted the Do Not Call (DNC) registry to combat telemarketing fraud and aggressive tactics and give consumers added privacy protections and defenses To date, more than 217 million people have added their telephone number to the list. You are exempt if you are a:

•Charitable organization. •Telephone surveyor who refrains from "selling" goods or services. •Political organization. •Company that have an established customer relationship with call recipient.

As a company/business, if you are involved with telemarketing, there are certain guidelines you need to follow in order to be in compliance with the DNC registry. These guidelines include:

•Regularly update lists (scrub their lists every 31 days). •Disclose company name and reason for call. •Call consumers during the day (8 a.m.- 8 p.m.).•Have caller identification information.•Register for a Subscription Account Number (SAN).

As a provider of consumer telemarketing lists and related services, Cole Information requires a customer using the National DO Not Call Registry to have a Subscription Account Number (SAN). You need a 16-digit number in order to get OK numbers to call.

Here’s a step-by-step guide on how to register for a SAN:

SAN Registration

•https://telemarketing.donotcall.gov•Click Register New Users.•https://telemarketing.donotcall.gov•Click Register New Users.

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555-5555

Cole Information

17041 Lakeside Hills Plaza, Suite 2

Omaha NE 68130

55-5555555

402 402 514-4367

Be sure to choose “seller “ as your Organization function

Fill This Section Out CompletelyFill This Section Out Completely

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•Scroll down and fill out the applicable Organizational Information

Jack Cole

402 402

514-4267

[email protected]

[email protected]

[email protected]

[email protected]

Verify all of the information is correct to Create a Profile. Then Certify the information you provide is correct.

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•Your registration is now complete. •Print this page for your records. •Check your email for a confirmation with a link to continue your SAN process.

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•Click on the email link to continue your SAN process.

•Click on the email link to continue your SAN process.

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•Select area codes by area code number.

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•Log in by keying in (you cannot copy and paste) the organization ID and password your received into the applicable areas.•Agree to the terms and click the Certify button.

•Log in by keying in (you cannot copy and paste) the organization ID and password your received into the applicable areas.•Agree to the terms and click the Certify button.

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•Click on Create New Subscription to add area codes to your subscription.

•Click on Create New Subscription to add area codes to your subscription.

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•Choose your area codes.•The first 5 are free.•More than 5 costs $59 for each area code.

•Choose your area codes.•The first 5 are free.•More than 5 costs $59 for each area code.

•Confirm your area codes then hit Continue. Note: area codes can only be added to your subscription, not removed.

•Confirm your area codes then hit Continue. Note: area codes can only be added to your subscription, not removed.

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•Your SAN is pending.•Wait one business day then log in to check your status.

•Your SAN is pending.•Wait one business day then log in to check your status.

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•Upon one business day, log in as a Current User to Check Status.

•Upon one business day, log in as a Current User to Check Status.

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•After receiving your SAN, log into your Cole product.•Click on the My Account button at the upper left hand corner of the screen to update your SAN information.

•After receiving your SAN, log into your Cole product.•Click on the My Account button at the upper left hand corner of the screen to update your SAN information.

Calling OK Numbers

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•Update the National Do-Not Call information.•Add in your SAN number including:

•The Org. ID•Expiration date•SAN type•Area codes•Save and close.

•Hit search and create a telemarketing list.

•Update the National Do-Not Call information.•Add in your SAN number including:

•The Org. ID•Expiration date•SAN type•Area codes•Save and close.

•Hit search and create a telemarketing list.

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•Customer care advisors•800-283-2855•Monday-Friday CST

•National Do Not Call Registry•https://telemarketing.donotcall.gov/

•Cole Information•www.coleinformation.com•www.colecommunity.com

We’re here to Help!

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