casl: what email marketers need to know

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CASL: What Email Marketers Need to Know Andrea Zappone – Client Sales Executive Greg Robinson – Deliverability Manager

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Do you send email to, from, or through Canada? If so, did you know that Canada’s new Anti-Spam Legislation (CASL), which goes into effect on July 1, 2014, means big changes for your email program? It’s true! The clock is ticking. With less than five months to go, now is the time to get informed and prepare for CASL’s implications. Greg Robinson, Deliverability Manager at Informz reviews what this means and what needs to be done. Topics discussed include: - What is CASL and how do I determine if my organization is impacted? - What constitutes consent? - Do we have to provide an unsubscribe mechanism? - How must we identify our organization? - Are there any exemptions?

TRANSCRIPT

Page 1: CASL: What Email Marketers Need to Know

CASL: What Email Marketers Need to Know

Andrea Zappone – Client Sales ExecutiveGreg Robinson – Deliverability Manager

Page 2: CASL: What Email Marketers Need to Know

Disclaimer

We are not lawyers and we cannot provide legal advice. Sender processes and situations vary significantly, so we advise consulting a lawyer when analyzing the granular details of CASL and how they apply to your organization.

We are here to offer awareness and our interpretation as email marketers.

Page 3: CASL: What Email Marketers Need to Know

What is CASL?

“…regulating certain activities that discourage reliance on electronic means of

carrying out commercial activities…”

Spamming FraudHacking Malware

Harvesting Invasion of Privacy

Page 4: CASL: What Email Marketers Need to Know

Does CASL Affect me?Do you send email from Canada?

Do you send email to anyone in Canada, even if located elsewhere?

YES!

YES!

Page 5: CASL: What Email Marketers Need to Know

CASL Requirements Permission is required

Be prepared to prove it!

Consent forms must not be pre-checked

Functioning unsubscribe mechanism

Accurate sender info and subject lines

Include postal address and contact information

Identify organizations for whom the message is sent

Page 6: CASL: What Email Marketers Need to Know

What CASL exemptions exist?

Response to inquiries

Email to Family & friends

Between companies with an existing relationship

Work email between coworkers

Political and Charity emails not promoting a product

Transactional email with NO marketing

Legal messages for collections, recalls or copyright info

Single messages based on referrals

Page 7: CASL: What Email Marketers Need to Know

Consent – “The BIG ONE”

Expressvs

Implied

Page 8: CASL: What Email Marketers Need to Know

Implied Consent

Existing business relationships

Existing non-business relationships

Conspicuously posted email addresses

Directly supplied addresses

Page 9: CASL: What Email Marketers Need to Know

Express Consent

Clearly stated purpose of consent

NO PRE-CHECKED BOXES

May UNSUBSCRIBE at any time

Contact information must be provided

*Grace period of 3 years

Page 10: CASL: What Email Marketers Need to Know

CASL – Coming into Force

July 1, 2014: Primary Legislation

January 15, 2015: Computer Program Provisions

July 1, 2017: Private Rights of Action

Express Consent grace period ends

Page 11: CASL: What Email Marketers Need to Know

CASL Compliance Planning

1. List CEM categories

2. Create CEM definition guideline

3. Determine if new consent must be obtained

4. Update consent request processes

5. Build fields into database for offline consent

Page 12: CASL: What Email Marketers Need to Know

CASL Compliance Planning (Cont’d)

6. Review and update email templates

7. Test and update unsubscribe mechanism

8. Train staff on new policies

9. Build an “exit” strategy

10. Create plan to reconfirm implied consent

11. ASK QUESTIONS!!!

Page 13: CASL: What Email Marketers Need to Know

QUESTIONS?

Please submit via the chat box

Don’t be shy

Unanswered questions will be shared via email post webinar

Page 14: CASL: What Email Marketers Need to Know

THANK YOU!