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5. How should I obtain permission to email prospects protected by CASL?
Under CASL, permission can be given verbally, electronically, or in writing. If a business faces complaints, they’ll be required to provide proof of permission. At minimum, it’s advisable to keep records of 1) how the prospect opted in, 2) when the prospect opted in, and 3) who opted the prospect in — so be sure to keep strong opt-in records to ensure you’re fully protected.
6. What if we have no documentation of how existing prospects opted in to our database?
If you have no record of the three points above for existing prospects, you’ll need to send out a one-time permissions pass to your entire database, or have your sales reps expressly reach out to obtain permission. Either way, express permission must be obtained by July 1, 2014.
7. If I’ve obtained prospect data through a trade show, is that sufficient for CASL regulations?
Yes, but keep in mind that you need to have a clear record of opt-in information. Best practices: include a checkbox on any trade show forms indicating that the prospect wishes to receive promotional emails, and send an opt-in confirmation at the end of the trade show to double check.
8. Would filling out a “Request for Information” form count as an opt in, or does a checkbox also have to exist?
No checkbox is required, but the form must explicitly inform the client that they are requesting promotional emails and can unsubscribe at any time. Best practice: let prospects know what types of emails they’re signing up for (newsletters, product announcements, etc.), as well as how often they can expect to receive them.
9. Can pre-checked opt-in boxes, unchecked opt-out boxes, or something similar be considered sufficient for obtaining permission?
No; inaction on behalf of the prospect (or what’s referred to as “passive opt-in”) will not count as express consent. The prospect must take a positive action (checking the box) in order to indicate they are providing explicit consent.
10. Is there a grace period for coming into compliance with the new regulations?
Well…sort of. For “pre-existing business relationships,” there’s a three-year transitional period during which consent is implied. However, these are defined as relationships in which the prospect has already paid for the product or service that’s being offered—so prospects that you haven’t yet done business with are not included.
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