DNC Management

14 min

The DNC Management (Do Not Call) module allows Supervisors to manage exclusion lists that prevent specific customers or numbers from being dialed through the Ameyo system.

These exclusions are applied at the process level — not at individual campaign level — ensuring that restricted contacts are blocked across all campaigns under the same process.

Navigation Path: Sidebar → Process Settings → DNC

Figure: DNC Management

Overview

Supervisors can create, view, edit, and delete exclusion lists (DNC Leads).

Only Administrators can define Table Definitions for a process and mark a field as Primary (for example, phone1 or customer_id).

Supervisors must map their uploaded data to this Primary Field when uploading DNC lists through CSV.

Note: Uploading exclusions based on the Primary-marked field requires PostgreSQL 9.4 or higher.

Ameyo Server v4.6 and v4.7 use PostgreSQL 10 — which is recommended for this feature.

DNC Management Page Fields

Field	Description
Exclusion Lead	Name of the exclusion list created.
No. of Records	Number of records uploaded in the exclusion list.
Status	Indicates whether the exclusion is active or disabled. Toggle the switch to enable or disable.
Actions	Edit or delete the exclusion list.

Even if you need to add a single number, it must be uploaded through a CSV file — manual entry is not supported.

Creating an Exclusion Lead

To add numbers or customers to the DNC list:

Click Create Exclusion Lead. The Add Exclusion pop-up appears.

Figure: Adding an Exclusion

Enter the following details:

Exclusion Lead Name – A name for your DNC list.

Status – Check Enable to activate the exclusion immediately.

Choose the Type of Exclusion (four options available).

1. Attribute Exclusion

Allows you to create rules based on customer attributes (e.g., phone, timezone, name, etc.).

Steps:

Click Add to create a new condition.

Figure: Add Attribute

Select an Attribute (from Table Definition Columns configured by the Administrator).Available attributes include:

phone1, phone2, phone3, phone4, phone5, email, timezone, twitter, facebook, name

Select an Operator:

equal to, not equal to, greater than, less than, like, not like, SQL expression

Enter the Value for the condition.

Click + to add another condition or – to remove one.

2. Media Exclusion

Upload a CSV file containing phone numbers to exclude.

Your CSV must include the header field marked as Primary (e.g., phone1).

Figure: Media Exclusion

Steps:

Click Choose File → select your CSV → click Open.

Figure: CSV File

Select the Primary field (e.g., phone1) as defined in the Data Table Definition.

The selected file appears under the Media Exclusion section.

3. Customer Exclusion

Upload a CSV file containing customer IDs that should be excluded.

Figure: Customer Exclusion

Steps:

Click Choose File → select your CSV → click Open.

Figure: CSV File

Select the Primary Field (e.g., customer_id).

Confirm the mapping and click Save.

4. Primary Key-Based Exclusion

Allows uploading based on any Primary-marked Table Definition field (set by the Administrator).

For example:

If phone1 is primary → upload phone numbers to exclude calls.

If email is primary → upload email addresses to exclude communications.

Steps:

Click Choose File and select the CSV.

Select the corresponding Primary field (e.g., phone1).

Review header mapping, then click Save.

Figure: Upload CSV containing the values of Primary Table Definition field

Ameyo Preprocessor validates all uploaded data. Invalid rows are skipped and logged in an error report.

Upload Failure Handling

If an invalid file format or incorrect data is uploaded:

The system will show an error message (only CSV files are supported).

A summary pop-up will display:

Number of successfully uploaded records.

Number of failed records.

You can click Download CSV to view detailed error logs for each failed entry.

Figure: Summary of uploading the Customer Exclusion based on Primary Table Definition Field

Editing or Deleting an Exclusion

Action	Steps
Edit	Click the Edit icon under the Actions column. The same form as creation appears. You can update the name, status, or upload new CSVs. ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/SK2urIgCC2ml99YyqWOSl/J45dleib_Kgi32XiEbf1r-20260729-054319.png" size="90" width="1362" height="658" position="center" caption="Figure: Editing an Exclusion" showCaption="true"}
Delete	Click the Delete icon under Actions. Confirm by clicking Yes in the pop-up. Deleted exclusions cannot be recovered. ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/SK2urIgCC2ml99YyqWOSl/QgcvuWn6sHIavUsmQU4ey-20260729-054322.png" size="90" width="749" height="116" position="center" caption="Figure: Deleting an Exclusion" showCaption="true"}

Viewing DNC Data

You can view or search existing exclusion data for any DNC lead.

Steps:

Click DNC Data.

Figure: Exclusion Data

Click Search on the top-right.The Search Exclusion Data pop-up appears.

Figure: Search Exclusion Data

Provide:

DNC Lead Name (from dropdown)

Date Range

Type of DNC → Media DNC or Customer DNC

Primary Key value (e.g., phone number or customer ID)

Click Fetch to display results.

The system shows up to 1000 records per page.

To view more, navigate through the pages at the bottom.

Actions on Searched Data

Action	Description
Download CSV	Select one or more records and click Download. Rename the file if required, then click Save. ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/SK2urIgCC2ml99YyqWOSl/cxcv_rmxmzlCvpLxFU3qH-20260729-054325.png" size="90" width="666" height="466" position="center" caption="Figure: Download the List of searched Exclusions Data" showCaption="true"}
Delete Data	Select records and click the Delete icon. Confirm deletion in the pop-up. Once deleted, records cannot be restored. ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/SK2urIgCC2ml99YyqWOSl/QgcvuWn6sHIavUsmQU4ey-20260729-054322.png" size="90" width="749" height="116" position="center" caption="Figure: Delete the searched Exclusion Data" showCaption="true"}

Summary Table

Action	Description
Create Exclusion Lead	Add a new exclusion list for phone numbers or customers.
Attribute Exclusion	Define rule-based exclusions using attributes like phone or email.
Media Exclusion	Upload a CSV file containing phone numbers to exclude.
Customer Exclusion	Upload a CSV file containing customer IDs to exclude.
Primary Key Exclusion	Upload exclusions based on the process’s Primary Field.
Edit / Delete Exclusion	Modify or remove existing exclusion lists.
DNC Data Search	View and search exclusion data by lead, date, and type.
Download Exclusion Data	Export selected exclusion data in CSV format.
Delete Exclusion Data	Permanently remove selected exclusion records.

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