Outbound Campaign Phone Validation

Validation Workflow

Step 1: Export Campaign List

Export your contact list from CRM or marketing automation:

campaign_list.csv:
id,phone,first_name,last_name,email,source
1001,5551234567,John,Smith,john@example.com,webinar
1002,5559876543,Jane,Doe,jane@example.com,tradeshow
...

Step 2: Upload for Validation

1. Log in to VeriRoute Intel dashboard
2. Navigate to Bulk Upload
3. Upload your CSV file
4. Map phone number column

Step 3: Preview Results

Before paying, you'll see a preview of validation results:

• Total records
• Valid numbers
• Invalid/disconnected numbers
• Line type breakdown
• Sample enriched records

Step 4: Confirm and Process

After reviewing the preview:

• Confirm to process full list
• Processing happens in background
• Email notification when complete

Step 5: Download Results

Download enriched CSV with validation data:

campaign_list_validated.csv:
id,phone,first_name,last_name,is_valid,line_type,carrier,activation_date
1001,5551234567,John,Smith,true,wireless,Verizon,2023-04-15
1002,5559876543,Jane,Doe,false,disconnected,,
...

Step 6: Segment and Load

Use validation data to segment your campaign:

# Python example
import pandas as pd

df = pd.read_csv('campaign_list_validated.csv')

# Filter to valid numbers only
valid = df[df['is_valid'] == True]

# Segment by line type
mobile = valid[valid['line_type'] == 'wireless']
landline = valid[valid['line_type'] == 'landline']

# Export for dialer
mobile.to_csv('campaign_mobile.csv', index=False)
landline.to_csv('campaign_landline.csv', index=False)

Segmentation Strategies

By Validity

• Valid → Include in campaign
• Invalid/Disconnected → Remove from campaign
• Unknown → Review or attempt once

By Line Type

• Mobile → Daytime calls, SMS follow-up option
• Landline → Evening calls, no SMS
• VoIP → Business hours, flag for review

By Activation Date

• Recently activated (< 90 days) → Verify identity carefully
• Stable (> 1 year) → Higher confidence

Expected Results

When to Validate

Always Validate

• Purchased or acquired lists
• Lists older than 90 days
• Before large campaigns
• Compliance-sensitive campaigns

Consider Validating

• Existing CRM contacts (periodic refresh)
• Event registrations before follow-up
• Leads from new sources

Timing Recommendation

• Validate 1-3 days before campaign — Fresh data, time to process
• Don't validate weeks in advance — Data can change

Best Practices

1. Validate every campaign list — Even "fresh" data has issues
2. Preview before paying — Verify data quality first
3. Segment by line type — Different strategies for mobile vs. landline
4. Track source quality — Know which sources have best data
5. Save validation results — Use for future campaigns
6. Validate close to launch — Fresher is better