Compliance and Opt-Out Management in Shape
Security and Compliance
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Compliance and Opt-Out Management in Shape
Shape provides robust compliance and opt-out controls to help protect your organization while maintaining efficient outreach. With native DNC.com integration and configurable consent rules, Shape ensures communication activity is automatically monitored, restricted, and documented based on your compliance requirements.
Marketing Source Consent and Contact Windows
Shape allows you to define consent timeframes for purchased leads so outreach aligns with your compliance strategy. This ensures contacts can only be reached within approved time windows, even if they appear on state or national DNC lists.
- Configurable consent windows (30 to 180 days)
- Source-based consent tracking for purchased leads
- Centralized management within system settings
Automated DNC Checks and Enforcement
DNC checks can be run automatically at multiple points throughout the contact lifecycle to prevent non-compliant outreach. Shape supports checks against existing business relationships, enterprise scrub results, and internal DNC lists.
- DNC checks at lead creation
- Checks at each call attempt
- Checks at each text attempt (manual and automated)
- DNC validation when phone numbers are added or edited
- Status-based DNC and EBR checks
Grace Period Controls for Outreach Activity
Grace period settings prevent redundant DNC checks within a defined timeframe. This helps maintain compliance without unnecessary repeat scrubbing during high-frequency contact strategies.
- Configurable grace periods from 1 to 30 days
- Prevents repeated checks within the same day
- Supports aggressive follow-up strategies safely
EBR Code Definitions and Business Rules
Shape allows you to define how Existing Business Relationship codes are interpreted based on your legal guidance. These definitions determine how records are treated during compliance checks and outreach enforcement.
- Permission (P) for express written consent
- Sale (S) for prior business transactions
- Inquiry (I) for expressed interest
- Custom interpretation of EBR duration and validity
Scrub Engine Code Preferences
Enterprise Scrub Engine results return standardized codes that Shape translates into actionable opt-out behavior. These preferences ensure communication channels are restricted appropriately based on scrub results.
- Full opt-out across all channels
- Channel-specific opt-outs for calls, texts, or emails
- Automated text restrictions with manual message allowances
- UI-based configuration for business-specific interpretation
Internal DNC Management and Syncing
Shape maintains an internal DNC list that works independently or alongside DNC.com. Records can be automatically added or removed based on compliance events and are synced across branches for enterprise-level consistency.
- Internal DNC list enforcement
- Automatic opt-out toggle updates
- Cross-branch synchronization
- Real-time blocking of restricted outreach
Real-Time Compliance Enforcement
Compliance rules are enforced at the moment outreach is attempted. If a record is restricted, Shape prevents the action from completing and logs the compliance result for visibility and auditing.
- Call blocking at the dialer level
- Automatic enforcement during call attempts
- Updated scrub results recorded per attempt
- Full compliance visibility within the contact record
Why This Video Matters
This video explains how Shape enforces compliance through automated DNC checks, consent tracking, configurable business rules, and real-time enforcement, helping your organization reduce risk while maintaining efficient, scalable outreach.
