Feature Overview

The Do Not Contact Fields setup allows administrators to configure specific contact fields and their values that should prevent contacts from being included in feedback requests. This ensures compliance with privacy preferences and business rules by automatically excluding contacts who have indicated they should not be contacted or who meet other exclusion criteria.

How It Works

Administrators can select contact fields from their CRM system and specify values that indicate a contact should be excluded from feedback requests. When TruSales processes contacts for feedback submission, it checks these configured fields and values. Contacts matching any of the specified criteria are automatically filtered out and will not receive feedback requests, helping maintain compliance and respect contact preferences. The configuration panel surfaces accessible CRM fields with real-time validation, provides visual badges for active rules, and supports quick edits so teams can adjust exclusions without disrupting ongoing programs.

Use Cases

• For Admins: Set up automated exclusion rules based on contact preferences, compliance requirements, or business logic to ensure only appropriate contacts are included in feedback programs.
• For Compliance Teams: Implement privacy and consent-based exclusions to meet regulatory requirements and respect opt-out preferences.
• For Sales Managers: Ensure feedback requests are only sent to contacts who are eligible and interested, improving response rates and user experience for their teams.

See It In Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active CRM integration configured
• Contact fields available in the connected CRM system

Highlights

• Granular exclusion rules keep outreach compliant with contact preferences and regulations
• Clear visual indicators make it easy to audit which fields drive suppression
• Instant validation ensures CRM fields remain accessible before rules go live

Need Help?

Contact your Customer Success Manager for assistance with complex exclusion scenarios, or TruSales Support if you experience any technical issues with this page.