Settings - Visitor OS

Suppression and consent

One list, every channel. No per-destination exceptions.

On the list

2,847

Email, phone or address

Opted out themselves

188

of 2,847 - rest uploaded

Blocked at delivery

139

of 214 held this month

The list

Upload a list ?

Last upload 4 Sep Rows 2,780 Suppressed 2,604 Skipped 176

Add someone by hand

Added this way 55 Live next batch

Do Not Call screening ?

Appended a number 471 of 612 Dropped here 94 Legal to dial 377

Always on

Your opt-out page ?

Used by 188 Takes effect next batch

Email unsubscribe = full opt-out

Recommended. Off stops email only. ?

Suppression cannot reach an export. A CSV you exported and loaded somewhere else is outside the product. Re-export, never top up.

Contact rules

Binds every play and every destination. No play can override them.

Quiet hours

Calls and SMS only

Call and text only between ?

Their local time Held overnight 6

to

No Sundays or federal holidays ?

Email and postal

Caps apply. Quiet hours do not.

For information

Frequency caps

Per person, per channel

Channel	Most contacts	In	What happens at the cap
Phone calls			Off the call sheet, still in the feed
SMS			Held at the destination, nothing sent
Email			Excluded from the next sync to that list
Postal mail			Left out of the next mail run

Texting an appended number

No express written consent. Routed to a dialler, never to SMS. ?

Consent required

Emailing a matched address

No prior consent needed. Every message needs an unsubscribe and your postal address. ?

Deliverable email 141 of 612

No consent needed

Weekly ceiling, every channel ?

Hit this ceiling 9 of 468

What a cap cannot see

Not a rep's own mobile, not a mailer from an exported CSV. ?

For information

Delivery timing

Not adjustable

15 minutes after the visit

Not a processing limit. Paying more does not shorten it. ?

15 minutes, fixed

Hold longer than the floor ?

Lengthen the delay, never shorten it.

A written opening line on every record

Never mentions your site or the pages they read. That is what keeps a call compliant.

Always on

Opening line style ?

Today's lines read like this

"Hi Dana, this is Mike at Riverbend Heating and Air here in Rochester. We're reaching out to homeowners in your area about furnace replacement before the cold sets in - is now a bad time?"

Privacy policy

We supply the language. We check it before every batch.

Status

Verified 2 hours ago

Where we look

Last checked 29 Sep 9:12am Checks in 30 days 1,412 Failures 0

Delivery pauses if the language disappears

Identification stops within one batch. Visits during the gap are never matched, never queued.

Always on

Wait for your consent banner

Required in several states. Turning it off is a call for your counsel. ?

Declined 1,340 of visits ~11,000

Email me if a check fails ?

The language we supply

Information we collect automatically. When you visit this site we and our service providers may collect device and browsing information, and may match that information against third-party consumer databases to identify you and obtain contact and household information about you, including your name, postal address, email address, telephone number and demographic attributes. We may use this information to contact you about our products and services and may share it with service providers who act on our behalf. You can ask us to stop at any time, and to delete what we hold, at riverbendhvac.com/opt-out.

Add to your existing policy, do not replace it. Not legal advice. ?

Service area and filters

Your area steers plays. Filtered matches are never stored, shown or billed.

Where your customers are

Used by plays - holds no record

Service radius ?

Inside today 12 of 34

of

States you will serve ?

Selling nationwide? Leave both off.

Minnesota Wisconsin Iowa

Traffic that never becomes a record

Rule	Matches on	Held this month
Careers and job pages ?	/careers, /jobs, /apply	44 of 214
People already on your suppression list ?	Email, phone or address	139 of 214
Your own staff ?	4 office IPs, 2 VPN ranges	31 of 214
Outside your service area ?	Postal address	None

Held is not hidden. A held match is thrown away, not filed. Turning a rule off keeps that traffic from the next batch only.

Billing and plan

Flat pack, not a meter. ?

Growth - $1,275 a month

750 billable - closes 30 September Reporting

Billable records used

468 of 750

62% used - 282 left

Identified 612 Free 144 ? Closes at ~484 Overage $0.00

This month	Records	Share of the 612	Against your pack
Delivered with a phone number	377	61.6%	Counts
Delivered with a deliverable email	141	23.0%	Counts
Both a phone and an email	50	8.2%	Counted once, not twice
Contactable one way or another	468	76.5%	468 of your 750
Postal address only - no phone, no email ?	131	21.4%	Free, does not count
Suppressed before we could route them ?	13	2.1%	Free, does not count
Matches held by your filters	214	Not in the 612	Never delivered

What this cycle costs

Growth pack, flat - up to 750 billable: $1,275.00
Overage - 0 records past 750, at $0.90: $0.00
Printed mail - 26 postcards at $1.15: $29.90
Total this cycle: $1,304.90

At 468 billable $2.72 a record Pack used in full $1.70 ?

When the pack runs out ?

Inside the pack by 266

Warn me at ?

80% of the pack 600 None due this cycle

What the $1,275 includes ?

Phone append included 20+ destinations included Unlimited seats included Call sheet included Printed mail $1.15 a piece This month 26 pieces

Mail runs billed per piece

Payment method and invoices

Visa 4021 Expires 08/28 Invoices to ron@example.com Sent the 1st

One account covers one site ?

riverbendhvac.com

Data retention and deletion

4,318 records held for this account.

Delete records after ?

Cannot be undone. Anything already older goes tonight.

Deletion requests ?

This month 6 Completed 6 Median 4 hours Legal limit 45 days

Pass deletions to your destinations ?

Acting on it is between you and them.

What deletion cannot undo ?

A record already in your CRM, email platform or a printed run. Delete it there too.

For information

Export everything ?

All 4,318 Yours if you leave

Close account and delete everything

All 4,318 records gone, plan cancelled at month end, pixel stopped. No restore.

Team

Seats unlimited. Roles limit which fields a person sees.

5 members

Person	Role	What they can see	Last active
Mike Duran mike@example.com	Owner	Everything, billing included	12 min ago
Carla Nguyen carla@example.com	Marketing	Audiences, plays, destinations, reporting ?	Yesterday
Dale Whitcombe dale@example.com	Phone rep	Call queue and call sheet ?	40 min ago
Tasha Reid tasha@example.com	Phone rep	Same as Dale	2 hours ago
Ron Petrakis ron@example.com	Billing	Invoices, usage and the plan ?	4 days ago

Invite someone ?

Expires after 7 days.

Hide wealth fields from phone reps ?

Managers and marketing still see them.

Require two-factor sign-in

Everyone here sees names, addresses and phone numbers.

A role limits this app, not your destinations. Anyone with a Klaviyo or CRM login sees everything you sent there. To keep a field in, stop routing it - Destinations.