Compliance & channel use
Operational guardrails for email, voice, SMS, direct mail, and paid media when activating 365Leads data—not a substitute for legal counsel.
What this document is (and is not)
This is an operational companion for RevOps, growth, and sales leaders routing 365Leads outputs into outbound and paid programs. It is not legal advice and does not replace your Privacy Policy, DPAs, or industry-specific regulations your company must follow.
Cross-cutting principles
- Use the minimum data each channel needs; extra columns increase risk and confusion.
- Respect suppression lists and unsubscribe state before any send or dial campaign—sync suppressions back into the systems that feed audiences.
- Keep an audit trail: who exported which audience, when, and under which campaign code.
Email & cold outreach
Select validation tiers and mailboxes that match your deliverability strategy. The fields guide calls out business email columns and ESP verification tags—using the wrong tier can crater inbox placement.
Do not treat “high intent” as permission to ignore CAN-SPAM, CASL, GDPR, or your own prospecting policy—pair scoring with lawful basis and consent records maintained in your CRM.
Outbound dialing & SMS
For voice workflows, rely on skip-traced numeric fields and DNC flags as described in Datasets, terminology & data quality (phone QA and recommended skiptrace fields). Random online numbers are not interchangeable with dialer-safe rows.
Apply scrubbing for federal/state DNC and internal do-not-contact lists before reps load lists into dialers; intent score should never override a hard suppression.
Direct mail
Postal programs should prioritize deterministic matches—tighten SKIPTRACE_MATCH_BY
filters as documented in the datasets article so you mail the intended recipient, not a household guess.
Paid social & search
When syncing audiences to Meta, Google, or other ad platforms, follow each network’s customer list policies and your legal team’s stance on matched identifiers. Intent improves targeting; it does not waive platform rules.