Zero Customers Enrolled
If you see all zeros in the Campaign Run after viewing your Data Import, it means the list did not process successfully.
The steps below outline key items to check to help ensure your data import enrolls correctly.
Troubleshooting Data Imports
Incomplete Data in the Customer Match
A customer match requires at least 3–4 identifying data points, such as name, phone number, email address, and physical address. To ensure the list loads correctly, both a name and phone number must be included.
If a phone number is not included, the import cannot be finalized. A valid phone number is required to ensure an accurate customer match and successful import processing.
Formatting issues in the CSV file
Before uploading, confirm that your file is in CSV (Comma-Separated Values) format, as this is the required file type for data imports in Volie. If your data is currently in an Excel spreadsheet, save the file as a CSV before uploading. Please note that PDF files and Excel formats such as .xlsx are not supported and will not process correctly.
Ensure your CSV file contains only the required campaign data. Column headers should be placed in the first row, with the corresponding data entered directly beneath each header.
Avoid including extra text, notes, blank rows, or additional content above or below the dataset. The file should contain only the column headers and properly structured data.
Avoid using special characters in your data, such as apostrophes, asterisks, quotation marks, or other symbols. These characters can interfere with file processing and may prevent the list from loading correctly.
Formatting issues in the Mapping of your Data Import
When creating custom fields for data mapping, use alphabetic characters only (A–Z). Both uppercase and lowercase letters are supported.
Avoid using special characters in custom field names, such as apostrophes, asterisks, quotation marks, or other symbols. These characters can interfere with file processing and may prevent the list from loading correctly.
File converting resources
There are many free or low cost options available if you need to convert your Excel or PDF file into a CSV. Some options are:
Cloud Convert: https://cloudconvert.com/
Convertio: https://convertio.co/
Viewing your Enroller Run
You can view an Enroller Run to gain insight on why customers did or did not enroll in a campaign.
Enroller runs can be viewed in two ways:
Via Data Imports
On the Data Import page, click the purple arrow on the right to view additional details about the import.
At the bottom of the page, in the Campaign Run section, you’ll find a link to the associated Enroller Run.
Via the campaign
In the campaign, navigate to the Run Schedule tab in the left-hand menu. On the right side of this page, you’ll find the Enroller Runs link.
Click this link to view past Enroller Runs for the campaign, whether they originated from the DMS or from a loaded list.
To view the details of a specific Enroller Run, click the eyeball icon next to it on the left.
Use the following details to interpret the results shown in the Enroller Run.
Click the Query Parameters header to view how customers were evaluated against the query criteria during enrollment.
Click the Potentials header to view how customers who passed the Query Parameters were either enrolled or excluded based on criteria such as the Federal DNC list, Marketing Exclusions, and opt-out settings.
Below are the enrollment criteria that customers can either pass or fail. Failing any of these criteria may prevent a customer from being enrolled in the campaign. (An exception applies to the Federal DNC criteria; see the section below for additional details.)
Status
Success: Customer successfully enrolled in the campaign
Error: Customer did not enroll in the campaign
Already in Queue
Passed: Customer was not already active in the queue
Failed: Customer was already active in the queue
US Fed DNC (see Federal DNC section below for more details)
Passed: Customer is not on the Federal DNC
Failed: Customer is not on the Federal DNC
Note: If N/A is present - no SAN number is reflected in the organization
Recent Txn/Lead (see Federal DNC section below for more details)
Passed: Customer had a transaction or a lead in the EBR timeline per state regulations
Failed: Customer did not have a transaction or a lead in the EBR timeline per state regulations
Marketing Exclusion
Passed: Customer passed the Marketing Exclusion criteria set up within the campaign
Failed: Customer failed the Marketing Exclusion criteria set up within the campaign
Opt Out All
Passed: Customer had not opted out of phone calls or all communications
Failed: Customer did not enroll due to a prior opt-out from phone calls or all communications
Unique Event
Passed: The customer was enrolled because they passed the campaign’s Unique Event filter
Failed: The customer was not enrolled because they failed the campaign’s Unique Event filter
Note: When the Unique Event option is enabled under the Marketing Exclusion tab in the campaign, customers can only be enrolled once for a specific event, such as a service, sale, or other unique transaction.
Valid Phone
Passed: Customer has a valid phone number in their customer profile
Failed: Customer does not have a valid phone number in their customer profile
Viewing the Federal DNC in your Enroller Run
After running a campaign or loading a list, you can verify how the Federal DNC filter affected enrollment.
Where to Check
Access the Enroller run, and click the Potentials tab
Review the two columns noted below.
Understanding the Columns
US Fed DNC Column:
Pass = Customer is NOT on the Federal DNC list (they can be enrolled)
Fail = Customer IS on the Federal DNC list (check next column)
Recent Transaction or Lead Column:
Only relevant if the customer failed the US Fed DNC check
If they failed DNC but passed this check = They transacted within the allowed timeframe (they can be enrolled)
If they failed DNC and failed this check = They are outside the transaction window (they cannot be enrolled)
Please note: If a customer passes the US Fed DNC check (meaning they're NOT on the DNC list), the Recent Transaction column is irrelevant - they qualify for enrollment regardless of when they last transacted.