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Background: An EverBright customer requests to be removed from all marketing communications. The customer states that they are on a Do-Not-Call (“DNC”), Do-Not-Email (“DNE”), or Do-Not-Mail list and were contacted, or they state they have previously requested to be added to the EverBright Internal DNC lists and continue to be contacted.

Confirm the caller is a current customer

A current customer has an active contract with EverBright. A non-customer is a consumer with whom EverBright (1) has never had a contract, or (2) previously had a contract, but that contract has since been cancelled.

  • If the person making the request is a customer:

    • DNC request response: “EverBright does not engage in outbound telemarketing, but we will make a note of your request. You will continue to receive calls from us regarding your project, account, and billing.”

    • DNE request response: “EverBright does not send marketing emails. Any emails you receive from our mailing list contain an opt-out link. Please opt out or unsubscribe using that link. You will continue to receive EverBright communications regarding your project, account, and billing.”

  • If the person making the request is NOT a customer:

    • DNC request response: “EverBright does not engage in outbound telemarketing, so we do not currently maintain a do-not-call list. Can you please provide some information so we can appropriately investigate whether telemarketing calls are being made on our behalf?

    • Create a Jira ticket and include the following information:

      • The phone number that received the call.

      • The caller ID number.

      • Representatives and/or company names mentioned in the call.

      • Was there a live person on the line or was it pre-recorded?

      • Any other details about the call.

        • Tag your supervisor in the ticket for further investigation.

    • DNE request response: “EverBright does not send marketing emails. Any emails you receive from our mailing list contain an opt-out link. Please opt out or unsubscribe using that link.”

Do Not Contact Status

Agents should NOT use the DNC button in CXone.

  • Create a case in Salesforce

https://goeverbright.atlassian.net/wiki/spaces/SS/pages/3264413720/Creating+and+Assigning+Cases#Creating-a-case

  • Request Type

    • Account Management: Account Information Update

  • Create a case assignment for the Customer Support Resolution Team

https://goeverbright.atlassian.net/wiki/spaces/SS/pages/3264413720/Creating+and+Assigning+Cases#Assigning-a-case

  • Referral Reason

    • Per SOP

  • Referral Comments

    • Customer request to be placed on a DNC

    • Provide the phone number that received the call

    • Any other details about the call.

EverBright will honor all Do Not Contact Requests.

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