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Dial your way to Telemarketing Success
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Dial your way to Telemarketing Success

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The Federal Trade Commission (FTC) requires all telemarketers to register for a Subscription Account Number (SAN) as part of the National Do Not Call Registry. In other words, if you’re telemarketing, …

The Federal Trade Commission (FTC) requires all telemarketers to register for a Subscription Account Number (SAN) as part of the National Do Not Call Registry. In other words, if you’re telemarketing, you need a SAN to be in compliance. However, obtaining one is easy and free for up to five area codes.

In less than 20-minutes, we’ll show you how to have DNC List Scrubbing Success with Cole Information! We will also show you step-by-step how to sign up for a SAN.

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  • Before we get started, I want to briefly discuss today's session:
  • Before we get started, just a little background on Cole Information. In 1947, Jack Cole created Cole Directory, a directory of people by their address and phone number. Jack’s considered the father of direct mail. While companies had dabbled in this type of directory in the past, what made Cole Directory revolutionary was that he used IBM punch cards to streamline the process and thus created a searchable database.
    This type of crisscross directory was groundbreaking & invaluable to a number of industries including telemarketing, debt collection and law enforcement.
    Today, through a number of our products, including Cole X-Dates & Cole Lists, we have continued to provide small business owners this searchable database of addresses and phone numbers that allows them to target consumers and businesses in their own neighborhood.
    We also want to provide small businesses with the necessary tools and information they need to grow their business. We do that through Cole community.com and also these small business 101 webinars.
  • We also have a an online community called Cole Community, where with articles, a blog & other content including past webinars we think is interesting & is beneficial to small business owners like yourself.
    We invite you to take a look around, check out the site & use it as a resource for your needs.
  • Cole Community features articles, a blog & other content including past webinars we think is interesting & is beneficial to small business owners like yourself. Best of all, it’s FREE!
    We invite you to take a look around, check out the site & use it as a resource for your needs.
  • Just to give you some background:
    In 2003 the Federal Trade Commission enacted the National Do Not Call Registry as part of the Telephone Consumer Protection ACT (TCPA) of 1991.
    This significant legislation protects consumers who have put their number on the National Do Not Call Registry by allowing FTC and state attorneys general law enforcement tools to combat telemarketing fraud, gives consumers added privacy protections and defenses against unscrupulous telemarketers, and helps consumers tell the difference between fraudulent and legitimate telemarketing.
    Telephone numbers—both land line & cell phone--placed on the National Do Not Call Registry will remain on it permanently due to the Do-Not-Call Improvement Act of 2007, which became law in February 2008.
    As of September 30, 2011 there are more than 209 million phone numbers are on the National Do Not Call Registry.
  • http://www.fcc.gov/guides/robocalls
    http://www.kleinmoynihan.com/publication/new-tcpa-rules-effective-october-16-2013/
    Plus…there’s new cell phone consent rules that took effect October 16, 2013. The FCC rules are spelled out in the amended Telephone Consumer Protection Act (TCPA) telemarketers will need to scrub out wireless numbers before initiating outbound calls.  Exceptions are very limited.  The new FCC rules for calling cell phones are contained in the recently amended Telephone Consume Protection Act (TCPA).The amended TCPA makes it illegal to initiate a telemarketing call using an automatic telephone dialing system (ATDS) or an artificial or prerecorded voice (robocall) to a cell phone without the prior express written consent of the person called.  The FCC also explained what they mean by “prior express written consent.”  Much of the so called “opt-in” data floating around in this industry will not meet the new rigorous cell consent standards.Under the new cell consent rules, the telemarketer wishing to call a cell phone will first need to obtain a signed written agreement expressly authorizing a specific entity to deliver autodialed calls or prerecorded messages for telemarketing purposes to a designated telephone number.  The consent language must also inform the consumer that providing consent may not be a condition of any purchase.  This type of consent is difficult or impossible for many telemarketers to obtain, thus creating the need for wireless scrubbing.Under the new wireless rules, a safe harbor exists for companies who regularly scrub against a wireless number list every fifteen days.  Telemarketers must scrub against both a list of cell-phone prefixes (wireless block file) as well as a list of landlines recently ported to cell phones (NeuStar ported list).  If the telemarketer accidentally calls a cell phone without consent, they may qualify for safe harbor so long as they had scrubbed against the wireless number list within the previous fifteen days.What about B2B?  The new TCPA cell phone consent laws are not consumer-specific and therefore protect business cell phones along with consumer cell phones.  For this reason, business-to-business telemarketers will need to engage in the same wireless scrubbing efforts in order to be TCPA compliant.Why comply?  Violations of the TCPA are punishable by fines of up to $16,000 per individual call made in violation.  The TCPA also allows the consumer to bring a private civil action for $500 per violation—or three times that amount if the violation was willful.  Telemarketers should act quickly to engage a wireless scrubbing vendor and not fall off the October 16 wireless compliance cliff
  • There are exemptions to the National Do Not Call Registry:
    Charitable organizations
    Telephone surveyors who refrain from "selling" goods or services
    Political organizations
    Companies that have an established customer relationship with call recipient
  • For sellers/businesses who are involved in telemarketing, there are certain guidelines you need to follow to b in compliance with the DNC registry. These guidelines include:
    Regularly update their lists. Once a consumer adds their number to the Do Not Call Registry, telemarketers covered by the National Do Not Call Registry are required to search the registry at least once every 31 days and drop from their call lists the phone numbers of consumers who have registered .
    Disclose who they are when they call consumers
    Call consumers during the day
    Have caller id information
    Register for a SAN number to use the Federal Do Not Call Registry
    • Cole Information requires a customer’s SAN to enable access to the DNC registry and telemarketing information.
  • What is a SAN Number?
    SAN= stands for subscription account number
    A 16-digit number the FTC requires when a person or business is involved in telemarketing or solicitation
    Each SAN number can have up to five area codes for free.
    You must renew your SAN on a yearly basis
    Ready to get started?
  • What is a SAN Number?
    SAN= stands for subscription account number
    A 16-digit number the FTC requires when a person or business is involved in telemarketing or solicitation
    Each SAN number can have up to five area codes for free.
    You must renew your SAN on a yearly basis
  • To create a profile, you must be the organization’s authorized representative for the national do not call registry.
    This means that you are responsible for:
    Certifying your small business will comply with the national DNC requirements
    Manage your organization’s representative & downloader passwords
    Subscribe to the area codes for your organization
    Serve as the point of contact
    Scroll down to begin the process
  • TO create a profile, you must be the organization’s authorized representative for the national do not call registry.
  • Cole information makes it easy for you to register and renew your SAN number.
    Simply go to either your Cole Information product and login. And then access your account & from there, you can get to the National Do Not Call Registry to either create a profile or renew or subscription.
    At this time, I’m going to ask Victor Olguin, our customer support specialist to take over & show you step by step how to get your Subscription Account Number. Victor?
  • Cole information makes it easy for you to register and renew your SAN number.
    Simply go to either your Cole Information product and login. And then access your account & from there, you can get to the National Do Not Call Registry to either create a profile or renew or subscription.
    At this time, I’m going to ask Victor Olguin, our customer support specialist to take over & show you step by step how to get your Subscription Account Number. Victor?
  • Cole information makes it easy for you to register and renew your SAN number.
    Simply go to either your Cole Information product and login. And then access your account & from there, you can get to the National Do Not Call Registry to either create a profile or renew or subscription.
    At this time, I’m going to ask Victor Olguin, our customer support specialist to take over & show you step by step how to get your Subscription Account Number. Victor?
  • Cole information makes it easy for you to register and renew your SAN number.
    Simply go to either your Cole Information product and login. And then access your account & from there, you can get to the National Do Not Call Registry to either create a profile or renew or subscription.
    At this time, I’m going to ask Victor Olguin, our customer support specialist to take over & show you step by step how to get your Subscription Account Number. Victor?
  • Go to the National Do Not Call Registry and either register as a new user or manage/renew your subscription
  • Go to the National Do Not Call Registry and either register as a new user or manage/renew your subscription
  • For more information, you can contact Victor Olguin, the National Do Not Call Registry or Cole Information.
    This webinar will be available on colecommunity.com if you need to refer to it.
  • This is under “manage/renew subscriptions”
    You can subscribe/change area codes
    Check the status
    View area codes
    And other things including request a refund, SAN sharing, etc.
  • What is a SAN Number?
    SAN= stands for subscription account number
    A 16-digit number the FTC requires when a person or business is involved in telemarketing or solicitation
    Each SAN number can have up to five area codes for free.
    You must renew your SAN on a yearly basis
  • For more information, you can contact Victor Olguin, the National Do Not Call Registry or Cole Information.
    This webinar will be available on colecommunity.com if you need to refer to it.
  • Transcript

    • 1. Dial Your Way to Telemarketing Success 1
    • 2. DNC Success •What is a Subscription Account Number (SAN)? •Why the need for a SAN? •Step-by-step guide to creating a SAN. • Open it up for Q&A.
    • 3. Background •Cole Directory published in 1947. •Crisscross directory of addresses & phone numbers. •Invaluable information for a number of industries: •Telemarketing •Debt collection •Law enforcement Jack Cole •Today, web-based lead generation for businesses.
    • 4. ColeCommunity.com
    • 5. ColeCommunity.com Features: • Members only • Webcasts • Playbook download • Articles • Buddy’s blog • Resources
    • 6. National DNC Registry •Enacted by the FTC & FCC in 2003: •As part of the Telephone Consumer Protection Act (TCPA) of 1991. •Protects consumer’s privacy. •Combats against aggressive telemarketing tactics and telemarketing fraud. •Registered numbers are permanent. 217 million registered
    • 7. Cell Phone Consent Rules •Effective October 16, 2013 •Prior express written consent is required for all autodialed and/or pre-recorded calls/texts sent/made to cell phone. •Prior express written consent is required for prerecorded calls made to residential land lines for marketing purposes. •Scrub wireless numbers prior to outbound calls every 15 days. •The “established business relationship” exemption for pre-recorded telemarketing calls to residential landlines will be eliminated.
    • 8. National DNC Registry •Who’s exempt? •Charitable organizations. •Telephone surveyors. •Political organizations. •Companies with an established customer relationship.
    • 9. National DNC Registry •Sellers/businesses involved with Telemarketing: •Regularly update lists. •Disclose who and reason for the call. •Call consumers during 8 a.m.-9 p.m. •Transmission of Caller ID information. •Register for a SAN number.
    • 10. SAN Savvy •Subscription Account Number: •16 digit number. •Takes one business day to receive. •Free to register up to five area codes. •$59 for each additional area code over five. •Annual renewal.
    • 11. Telemarketing.DoNotCall.Gov •https://telemarketing.donotcall.gov •Click Register New Users.
    • 12. •Scroll down and fill out the applicable Organizational Information. S c r o ll 555-5555 D o w n
    • 13. Cole Information 17041 Lakeside Hills Plaza, Suite 2 Omaha 55-5555555 68130 NE Fill This Section Out Completely 555-5555 402 402 514-4367 Be sure to choose “seller “ as your Organization function
    • 14. Jack 402 Cole 402 •Scroll down and fill out the applicable Organizational Information 514-4267 YourSuccess@coleinformation.com YourSuccess@coleinformation.com YourSuccess@coleinformation.com YourSuccess@coleinformation.com
    • 15. Verify All Information is Correct… 555-5555 Smith •If/when correct, click Create a Profile.
    • 16. Verify All Information is Correct… 555-5555 Smith •If/when correct, click Create a Profile.
    • 17. •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.
    • 18. •Click on the email link to •Click on the email link to continue your SAN continue your SAN process. process. Lora
    • 19. •Select area codes by area code number. •Log in with the •Log in with the organization ID and organization ID and password your received. password your received. 20
    • 20. •Agree to the terms •Agree to the terms and click the certify and click the certify button. button.
    • 21. Email Confirmation Now log in to select your area codes .
    • 22. 23
    • 23. 24
    • 24. 25
    • 25. •Choose your area •Choose your area codes. codes. •The first 5 are •The first 5 are free. free. •More than 5 costs •More than 5 costs $59 for each area $59 for each area code. code.
    • 26. •Confirm your area •Confirm your area codes. Note: area codes. Note: area codes can only be codes can only be added to your added to your subscription, not subscription, not removed, once you removed, once you confirm your confirm your subscription. subscription.
    • 27. •Your SAN is •Your SAN is pending. pending. •Wait one business •Wait one business day then log in to day then log in to check your status. check your status. 28
    • 28. Telemarketing.DoNotCall.Gov •https://telemarketing.donotcall.gov •Click Register New Users.
    • 29. 31
    • 30. 32
    • 31. •After receiving your SAN, log •After receiving your SAN, log into your Cole product. into your Cole product. •Click on the My Account •Click on the My Account button at the upper left hand button at the upper left hand corner of the screen to corner of the screen to update your SAN information. update your SAN information. 33
    • 32. •Update the National Do•Update the National DoNot Call information. Not Call information. •Add in your SAN number •Add in your SAN number including: including: •The Org. ID •The Org. ID •Expiration date •Expiration date •SAN type •SAN type •Area codes •Area codes •Save and close. •Save and close. 34
    • 33. We’re Here to Help! •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
    • 34. 36