sm casl fvcaa

Jonathan Christian@JDGEM

JDGEM Consulting inc.

Staying connected in the #CASL era

Just what are the

implications with CEM &

Social Media? And, just what

can you do post July 1st?

Becoming a better Marketer

#Communicating

Commerical Electronic Messages (CEM)Email, Text Msg, Social Media,

pre-installed computer programs or apps

Do you have their permission?

Implications on CASL

Marketing SPAM?

just so we’re clear

I’m a marketer

not a lawyer!

#Heavy Penalties• Implies to Officers and Directors of

Companies

• Worst scenario - Mass email, 50 complaints

• $10,000,000 business fines

• CEO and each officer fined $1,000,000

• Your agency pays $1,000,000

Too late?

• Don’t Panic - we have until 2017!

Exercise due diligence!

Are you a verified local business?

What’s covered?• all electronic messaging

• sent from anywhere to Canada

• You must have EXPLICIT OR IMPLICIT CONSENT

DO I ALWAYS NEED CONSENT?

DO I ALWAYS NEED CONSENT?

• To provide a quote or estimate that has been requested.

• To make an inquiry about a product or service.

• To complete an existing transaction.• Not if you’re a Charity or Political Party

• If a MESSAGE is sent for any other reason than those listed above, you need consent.

• To provide a quote or estimate that has been requested.

• To make an inquiry about a product or service.

• To complete an existing transaction.• Not if you’re a Charity or Political Party

• If a MESSAGE is sent for any other reason than those listed above, you need consent.

Implicit Consent?• Allowed 1 CEM as follow up

• Referrals

• Must disclose name of referee

• Can still phone or Canada Post

• 24 months to follow through post sale

• 6 months post inquiry

• July 1st 2017 to move from implied to expressed consent

Explicit Consent• Opt-in - no expiry

• Must be a deliberate action - electronic, in writing, or verbal

• Consent does not exist until given

• Always give the option to unsubscribe at any time

Clear communication• Must have:

• Company name

• Mailing address

• Website

• Or Email or Phone

• Applies to Mobile signatures

Able to unsubscribe10 days to comply!

permission based marketing

14% will trust what you say about your business.

80% will trust what someone else says about your business.

TWITTER FOR BUSINESS

@jdgem

What about Linked Pro?

Have you ?

Have you ?

• Taken an inventory of all the ways your business communicates electronically.

• Determine which types of communication fall under CASL (Include sales prospecting)

• Review how you collect user data and store permission information.

• Review your unsubscribe processes and tools.• Review all of your opt-ins and lead capture forms.• Review all of your email templates.• Review your privacy policy.• Establish policies and guidelines for your staff, and ensure all

are aware and trained.• Bring in outside help:

• Your lawyers & Digital marketing expert

Summary

• Be polite

• Always listen to requests

• Keep Calm and Carry On!

Questions?

It is a social

world…

Build rapport

Build trust

We’d love to help!

Thank YOU!

WWW.WEMAKESTUFFHAPPEN.COM