User Guides
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Process Settings
Blacklist Management in Process
5 min
the blacklist management feature allows supervisors to exclude specific customers or contact numbers from being dialed or communicated with in the ameyo system blacklisting is managed at the process level meaning that when a contact is blacklisted under a process, it is restricted across all campaigns within that process navigation path sidebar → process settings → blacklist note blacklisting in one process does not apply to other processes sub tabs in the blacklist module the blacklist section contains two sub tabs blacklist lead – used to create or upload blacklist lists (leads) blacklisted data – used to view, search, or download existing blacklisted records 1\ blacklist lead this tab allows supervisors to create, manage, and upload lists of contacts that need to be blacklisted creating a blacklist lead to add a new blacklist click add new the add blacklist lead pop up appears provide the following details lead name enter a descriptive name for the blacklist lead status toggle enable to activate or deactivate the blacklist customer attributes (optional) add one or more customer attributes (e g , phone, email, id) to define additional filtering conditions choose the type of blacklist media blacklist – upload a list of phone numbers or emails to exclude customer blacklist – upload customer ids to restrict those customers from communication phone number blacklist – upload a list of phone numbers to block directly upload the corresponding csv file containing the data for the selected blacklist type click add to create the blacklist after the upload is completed, the system displays a confirmation modal showing number of records successfully uploaded number of failed or invalid entries you can download the error log for detailed information if any records failed to upload 2\ blacklisted data the blacklisted data tab enables supervisors to search, view, or fetch details of existing blacklisted records steps to search blacklisted data click search in the blacklisted data tab in the pop up, provide the following details blacklist lead name – select the lead from the drop down list blacklist type – choose from media, customer, or phone number blacklist phone numbers – enter comma separated phone numbers (if applicable) click fetch to view results the filtered blacklist data will appear on screen, showing all records matching the selected criteria summary table action description create blacklist lead add a new blacklist at the process level enable/disable blacklist toggle blacklist activation status add customer attributes define additional filtering attributes (optional) media blacklist upload a csv containing phone numbers or emails to block customer blacklist upload customer ids to restrict specific customers phone number blacklist upload phone numbers to block directly upload csv import multiple contacts into the blacklist at once view blacklisted data search and fetch existing blacklisted entries download/review errors download the upload failure log for invalid entries
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