Update Sierra Interactive Contacts found on the National Do Not Call registry with Verify by Call Action
Learn how to easily verify your Sierra Interactive leads for phone numbers registered on the DNC list to comply with TCPA rules and tag them using a Verify custom Zapier Zap template with Google Sheets.
This will allow you to quickly segment your Sierra Interactive contact list using tags into two primary groups, those with phones on the DNC and those not listed on the DNC.
3 Easy Steps to Verify & Update Your Sierra Interactive CRM
Here's the basic workflow.
Export Your Sierra Interactive Contacts as a CSV (Google Sheets)
Use Verify to Scan Your Sierra Interactive Lead Export CSV File
Run our Zapier Zap to Update Sierra Interactive with Custom DNC Tags
Getting Started with DNC Scrub of Sierra Interactive CRM Contacts
You will need to have the following open and ready to complete this workflow to segment your contacts.
Open your Sierra Interactive account and do a lead export of all contacts you wish to scrub against the DNC. You should have a downloaded a CSV file from Sierra Interactive. CSV should be uploaded to Google Sheets.
Create new Tags in Sierra Interactive to be used in Zap for segmenting leads.
Suggestions:
- Verify DNC Registered Phone
- Verify Deactivated Phone
- Verify Email DeliverableCreate Verify account and upload your Sierra Interactive contact list to Verify for a DNC and email scan.
Have an active Zapier account connected to your Google Sheet and Sierra Interactive.
Export Sierra Interactive Leads as CSV
Use this detailed help doc to learn how to export leads from Sierra Interactive.
Save the export file to your computer desktop
Scan Your Sierra Interactive against DNC with Verify by Call Action
Quickly and easily do a one-time national Do Not Call registry scrub of your Sierra Interactive leads using Verify by CallAction.
Create a free Verify DNC scan account.
Enter a List Source Name such as Sierra Interactive All Contacts
Click Choose CSV file to select your Sierra Interactive export file from to upload
Click Upload & Verify Contacts (allow Verify a few minutes depending on file size)
Once your data is uploaded, review your free Contact Data Audit report & pricing
Select plan Phone or Phone + Email
Enter Payment details to start scanning your data file
View progress of Verify scan. You'll be notified via email when the DNC list scrub is finished. You can leave the page and return later.
Click Export CSV to download your Verify scrubbed CSV file to your computer.
10. Your export the Verify CSV file it will be named: verify_contacts_(your list name).csv
11. Upload your CSV file to Google Drive to use our Zapier template.
(Note: Depending on the size of the file this may mins or up to 1hr to scrub. You can leave the window and you will be notified via email when the scrub is completed)
Use Zapier to Update Sierra Interactive DNC Scanned Contacts
You will need a Zapier account to complete the following steps. You can create custom filters using this Zap and push custom tags into Sierra Interactive for powerful segmentation of contacts.
Create or Login to your Zapier account.
Select your Spreadsheet; verify_contacts(your-file-name).csv file from Google Sheets
Select Worksheet
Select Trigger Column; Phone DNC Registered
(Note: you can use any field as the trigger to segment contacts)
Click Continue
Click Test Trigger
Click Continue with selected record (You may select any Spreadsheet Row)
Click Continue
Edit Filter to Select specific files to update (Below is example for: DNC Registered phones = Yes and Email Deliverability = Deliverable)
(Note: you can create different worksheets with this information on each worksheet to skip this step)
Click Continue
App should be set to Sierra Interactive
Action event set to Update Lead
Account select your Sierra Interactive Account
Click Continue
Lead ID or Email or Phone, select Email
Note we suggest entering the following labels and map data for complete Verify DNC scrub details in your Sierra Notes. (Copy & Paste text below into note & add merge fields)
Verify by CallActionDNC Registered: (insert merge field)
Phone Deactivated: (insert merge field)
Email Deliverability: (insert merge field)
Tags select your custom tag(s) based to filter the your Sierra Interactive contacts. (Note: You must have Sierra Tags previously already created; make sure tag(s) don't trigger a Sierra Interactive automation)
Click Continue
Click Test Step to make sure Zap is working correctly
Click Publish to start Zap and update contacts
Zapier Will Now Update Your Sierra Interactive Contacts DNC Scanned by Verify
Ready to do a DNC scrub your Sierra Interactive CRM data using Verify by CallAction?
Any questions about how to easily Verify your Sierra Interactive CRM against the DNC, please use our live support chat in the bottom right