A predictive dialer compliance checklist
A practical checklist for running a predictive dialer within telemarketing rules: consent, Do Not Call, calling hours, abandoned calls, caller ID and records.
·3 min read
Published by Text2Sale · Updated . Product questions or corrections: support@text2sale.com.
Telemarketing rules are strict and the penalties are per call, so a dialer that makes hundreds of calls an hour can create a lot of liability quickly. This checklist covers the main federal requirements. It is general information, not legal advice; state laws add their own rules, and your counsel should review your program.
Before you dial
Consent rules for calls to cell phones are complex and have changed in recent years. Know what your lead vendor's opt-in actually said.
- ✓You have the consent your calls require, documented by lead source
- ✓Lists are scrubbed against the National Do Not Call Registry within the last 31 days
- ✓Your internal Do Not Call list is applied
- ✓Each lead has a state so local calling hours can be enforced
- ✓Your business numbers are registered and accept callbacks
While dialing
Text2Sale enforces several of these automatically: 8 a.m. to 8 p.m. local calling hours, Do Not Call skipping, 25-second rings, pacing against the 3% limit, and an abandoned-call message with a press-9 opt-out.
- ✓Calls only between 8 a.m. and 9 p.m. in the lead's time zone, or tighter where state law requires
- ✓Abandoned calls under 3% of answered calls per campaign over 30 days
- ✓Unanswered calls ring at least 15 seconds or four rings
- ✓Abandoned calls get a message with your name, a callback number and an opt-out
- ✓Accurate caller ID showing a number that can be called back
After each call
Honoring stop requests quickly is both a legal requirement and the best protection for your numbers' reputation.
- ✓Stop requests marked Do not call immediately
- ✓Dispositions and notes saved
- ✓Requests for written information honored
Records
Keep records of consent, Do Not Call scrubs, and your abandonment rate. The safe harbor for abandoned calls depends on being able to show compliance. Your dialer's call history and 30-day abandoned rate are part of that record.
Key takeaways
- →Confirm consent and scrub lists before every campaign.
- →Enforce local calling hours, ring time and the 3% abandoned limit.
- →Every abandoned call needs identification, a callback number and an opt-out.
- →Keep records that show you followed the rules.
Put this into practice with Text2Sale
Import leads, create follow-up campaigns, organize replies, and connect texting, calling, and appointments in one workspace.
Frequently asked questions
Does the dialer make me compliant?
No tool does on its own. Text2Sale automates several safeguards, but consent, list sourcing and state-specific rules remain your responsibility.
Are state rules different?
Yes. Several states have their own telemarketing laws covering hours, call frequency and registration. Check each state you call.