Launching a new campaign that involves phone number data? Whether it’s SMS marketing, outbound calls, or multi-channel outreach, starting with clean, compliant, and well-organized phone data is crucial for success. Use this checklist to ensure your phone number data is ready to power your next campaign effectively.
1. Verify Data Accuracy and Validity
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Use phone validation tools to confirm numbers are active and correctly formatted.
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Check for duplicates and remove them to special database avoid sending multiple messages to the same contact.
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Identify number types (mobile, landline, VoIP) to tailor your outreach methods accordingly.
2. Ensure Proper Consent and Compliance
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Confirm explicit opt-in consent from all contacts per relevant regulations (GDPR, TCPA, CASL, etc.).
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Document consent sources and timestamps for audit purposes.
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Include clear opt-out instructions in all communications.
3. Standardize Phone Number Formatting
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Convert all numbers to the international E.164 format (e.g., +14155552671) for consistency.
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Enforce formatting rules during data entry to rather you must base your prevent errors.
4. Segment Your Contact List
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Group contacts by demographics, location, or engagement to personalize messaging.
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Separate opted-in contacts from those b2b phone list pending consent or who have opted out.
5. Integrate with CRM and Marketing Tools
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Ensure phone data fields align with your CRM’s requirements.
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Set up integrations for automated messaging, call tracking, and response capture.
6. Prepare Opt-Out Handling Processes
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Automate opt-out request processing to promptly suppress contacts who unsubscribe.
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Sync opt-out lists across all communication channels.
7. Test Campaign Workflows
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Run small-scale tests to verify message delivery, formatting, and tracking mechanisms.
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