From CSV to a responsible outreach workflow

Organize, review, and use contact data with clear ownership and purpose.

Store the delivered CSV in an access-controlled location and assign an owner for its use. Avoid circulating copies through informal channels.

Before outreach, apply your organization’s suppression lists, consent requirements, and regional rules. A relevant audience does not remove the need for lawful and respectful communication.

Track the source, request date, and permitted purpose. Remove records when they are no longer needed and honor opt-out requests promptly.