This guide explains how to update your 8020REI domain to tag specific properties as DNC(Do Not Contact). This ensures that properties should no longer be contacted, whether due to opt outs, legal restrictions, or internal decisions are correctly excluded from future outreach efforts.
When to Use This
Apply a DNC tag when:
The property owner has requested to not be contacted
You’ve flagged a property for legal, compliance, or internal reasons
You want to pause or exclude specific records from SMS, calling, or campaign delivery
Step-by-Step Instructions
1. Prepare the CSV File
Create a spreadsheet in Excel with three columns:
Column Name | Description |
---|---|
Property Address | The full street address of the property |
Property Zip | The property's 5-digit ZIP code |
Tag | The value should be exactly: DNC |
Once filled out:
Save the file in CSV format (.csv)
Double-check for typos, missing zip codes, or extra spaces
If unsure, download the sample CSV format from the import screen inside your domain.
2. Access the Client’s Domain
Go to:
yourdomain.8020rei.com
Navigate to the Properties section in the left-hand menu
3. Import the DNC File
Click “Import Property”
Click “Import File”
Click “Select File” and upload your DNC CSV
4. System Processing & Matching
8020REI will:
Match properties based on Property Address + Zip Code
Automatically apply the DNC tag to matched properties
Ensure that DNC-tagged properties are excluded from:
SMS campaigns
Skip tracing
Direct mail
Call follow-ups
How to Confirm the Update
After import:
Go to the Properties list view
Click the Filter icon
Apply this filter:
Tag
→Equal to
→DNC
This allows you to verify which properties were successfully updated
How to Undo a DNC Tag (If Needed)
If a property was tagged as DNC by mistake:
Navigate to the property in your list
Edit the Tag field manually
Or, upload a new CSV file to overwrite the tag (e.g., with a blank tag or corrected value)
Integration Notes (Salesforce / 8020CRM)
If you have an active CRM integration:
The DNC tag will sync to your Salesforce or 8020CRM instance
Timing of the update depends on your sync configuration (e.g., nightly or on-demand)
Important Reminders
The Tag field must be exactly "DNC" — no abbreviations or custom formats
If no matching property is found (due to incorrect address or zip), that row will be skipped
This process does not delete properties — it only applies or updates a tag
Need Help?
If you need help preparing or validating your DNC list, we're here for you.
Contact your Customer Success Manager, or
Email us directly at support@8020rei.com