sm casl fvcaa

30
Jonathan Christian @JDGEM JDGEM Consulting inc.

Upload: we-make-stuff-happen

Post on 29-Jun-2015

119 views

Category:

Marketing


1 download

DESCRIPTION

A recent presentation to the Fraser Valley Chartered Professional Accountants Association on how to remain Social and carry out and effective marketing campaign in the CASL era - post July 1st 2014

TRANSCRIPT

Page 1: Sm casl fvcaa

Jonathan Christian@JDGEM

JDGEM Consulting inc.

Page 2: Sm casl fvcaa

Staying connected in the #CASL era

Page 3: Sm casl fvcaa

Just what are the

implications with CEM &

Social Media? And, just what

can you do post July 1st?

Page 4: Sm casl fvcaa

Becoming a better Marketer

Page 5: Sm casl fvcaa

#Communicating

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

pre-installed computer programs or apps

Page 6: Sm casl fvcaa

Do you have their permission?

Implications on CASL

Page 7: Sm casl fvcaa

Marketing SPAM?

Page 8: Sm casl fvcaa

just so we’re clear

I’m a marketer

not a lawyer!

Page 9: Sm casl fvcaa

#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

Page 10: Sm casl fvcaa

Too late?

• Don’t Panic - we have until 2017!

Page 11: Sm casl fvcaa

Exercise due diligence!

Page 12: Sm casl fvcaa

Are you a verified local business?

Page 13: Sm casl fvcaa

What’s covered?• all electronic messaging

• sent from anywhere to Canada

• You must have EXPLICIT OR IMPLICIT CONSENT

Page 14: Sm casl fvcaa

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.

Page 15: Sm casl fvcaa
Page 16: Sm casl fvcaa

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

Page 17: Sm casl fvcaa

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

Page 18: Sm casl fvcaa

Clear communication• Must have:

• Company name

• Mailing address

• Website

• Or Email or Phone

• Applies to Mobile signatures

Page 19: Sm casl fvcaa

Able to unsubscribe10 days to comply!

Page 20: Sm casl fvcaa

permission based marketing

Page 21: Sm casl fvcaa
Page 22: Sm casl fvcaa

14% will trust what you say about your business.

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

Page 23: Sm casl fvcaa

TWITTER FOR BUSINESS

@jdgem

Page 24: Sm casl fvcaa

What about Linked Pro?

Page 25: Sm casl fvcaa

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

Page 26: Sm casl fvcaa

Summary

• Be polite

• Always listen to requests

• Keep Calm and Carry On!

Page 27: Sm casl fvcaa

Questions?

Page 28: Sm casl fvcaa

It is a social

world…

Build rapport

Build trust

Page 29: Sm casl fvcaa

We’d love to help!

Page 30: Sm casl fvcaa

Thank YOU!

WWW.WEMAKESTUFFHAPPEN.COM