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Darryl Praill

Martha Healey

Andy Church
Introductions and Logistics

Twitter Comments: #fightspam
Today s
Today’s Agenda
Introductions
Discussion
p
1. How to be compliant with CASL
2. The penalties and enforcement for violations
3. How to manage different opt-out and do-not-call lists
4.
4 The difference between implied versus explicit consent
5. How to best capture, update and nurture new prospect and customer records

Q&A
Twitter Comments: #fightspam
Darryl Praill, OnPath
Darryl Praill
Host / OnPath Business Solutions
Twitter: @ohpinion8ted
Email: darryl.praill@onpath.com
Website: www.OnPath.com
Martha Healey, Norton Rose Fulbright Canada LLP
Martha Healey
Partner, Norton Rose Fulbright Canada LLP
Twitter: @Martha_Healey
Email: Martha.Healey@nortonrosefulbright.com
Website: www.nortonrosefulbright.com
Andy Church, OnPath
Andy Church
VP Marketing and CRM Practice
Management,
Management OnPath
Twitter: @OnPath
@
Email: Andy.Church@onpath.com
Website: www.OnPath.com
Canada s
Canada’s New Anti-Spam Legislation
Anti Spam
DISCLAIMER
Norton Rose Fulbright LLP, Norton Rose Fulbright Australia, Norton Rose Fulbright Canada LLP, Norton Rose Fulbright South Africa (incorporated as
Deneys Reitz Inc) and Fulbright & Jaworski LLP, each of which is a separate legal entity, are members (“the Norton Rose Fulbright members”) of
Norton Rose Fulbright Verein, a Swiss Verein. Norton Rose Fulbright Verein helps coordinate the activities of the Norton Rose Fulbright
members b t d
b
but does not it lf provide l
t itself
id legal services t clients.
l
i
to li t
References to “Norton Rose Fulbright”, “the law firm”, and “legal practice” are to one or more of the Norton Rose Fulbright members or to one of their
respective affiliates (together “Norton Rose Fulbright entity/entities”). No individual who is a member, partner, shareholder, director,
employee or consultant of, in or to any Norton Rose Fulbright entity (whether or not such individual is described as a “partner”)
accepts or assumes responsibility, or has any liability, to any person in respect of this communication. An reference to a partner or
ass mes responsibilit
an liabilit
an
comm nication Any
director is to a member, employee or consultant with equivalent standing and qualifications of the relevant Norton Rose Fulbright entity.
The purpose of this communication is to provide information as to developments in the law. It does not contain a full analysis of the law nor does it
constitute an opinion of any Norton Rose Fulbright entity on the points of law discussed. You must take specific legal advice on any particular
matter which concerns you If you require any advice or further information please speak to your usual contact at Norton Rose Fulbright
you.
information,
Fulbright.

Twitter Comments: #fightspam
Canada s
Canada’s New Anti-Spam Legislation
Anti Spam
BEWARE OF INACCURATE INFORMATION

“Starting July 1, 2014 ANY prospect receiving email
Starting
from you should have given you permission (opt-in)
to your database in the last 24 months and Opt-in
Opt in
status should be verified once every 24 months.”
Twitter Comments: #fightspam
Canada s
Canada’s New Anti-Spam Legislation
Anti Spam

How to be compliant
p
with CASL

Twitter Comments: #fightspam
Canada s
Canada’s New Anti-Spam Legislation
Anti Spam

The penalties and
enforcement for
f
tf
violations

Twitter Comments: #fightspam
Canada s
Canada’s New Anti-Spam Legislation
Anti Spam

How to manage
different opt-out and
diff
t t t d
do-not-call lists

Twitter Comments: #fightspam
Canada s
Canada’s New Anti-Spam Legislation
Anti Spam

The difference
between “i li d”
b t
“implied”
versus “explicit”
consent
Twitter Comments: #fightspam
Canada’s New Anti-Spam Legislation
Canada s
Anti Spam

How to best
p
p
capture, update
and nurture new
prospect and
customer records
Twitter Comments: #fightspam
How to best capture, update and nurture new
prospect and customer records

Take a structured
approach to information
management

Inbound Marketing
Outbound M k ti
O tb
d Marketing
Social Properties
Transactional Data
Support Data

Twitter Comments: #fightspam
How to best capture, update and nurture new
prospect and customer records

Do you have these
processes in place?

Twitter Comments: #fightspam
Canada s
Canada’s New Anti-Spam Legislation
Anti Spam
Premised Based
Warehousing

SaaS Based

Twitter Comments: #fightspam
Recorded Version

Get the recorded version next week:
p
y
www.onpath.com/webinarlibrary
Next Event

March 2014
Questions / Comments?
Control Panel

Twitter Comments: #fightspam
Contact Information

www.onpath.com
www onpath com

Martha Healey
Norton Rose Fulbright Canada LLP
Twitter: @Martha_Healey
Email: Martha.Healey@nortonrosefulbright.com
Website: www.nortonrosefulbright.com
www nortonrosefulbright com
Andy Church
OnPath
Twitter: @OnPath
Email: Andy.Church@onpath.com
Website: www.OnPath.com

Twitter Comments: #fightspam

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  • 2. Introductions and Logistics Twitter Comments: #fightspam
  • 3. Today s Today’s Agenda Introductions Discussion p 1. How to be compliant with CASL 2. The penalties and enforcement for violations 3. How to manage different opt-out and do-not-call lists 4. 4 The difference between implied versus explicit consent 5. How to best capture, update and nurture new prospect and customer records Q&A Twitter Comments: #fightspam
  • 4. Darryl Praill, OnPath Darryl Praill Host / OnPath Business Solutions Twitter: @ohpinion8ted Email: darryl.praill@onpath.com Website: www.OnPath.com
  • 5. Martha Healey, Norton Rose Fulbright Canada LLP Martha Healey Partner, Norton Rose Fulbright Canada LLP Twitter: @Martha_Healey Email: Martha.Healey@nortonrosefulbright.com Website: www.nortonrosefulbright.com
  • 6. Andy Church, OnPath Andy Church VP Marketing and CRM Practice Management, Management OnPath Twitter: @OnPath @ Email: Andy.Church@onpath.com Website: www.OnPath.com
  • 7. Canada s Canada’s New Anti-Spam Legislation Anti Spam DISCLAIMER Norton Rose Fulbright LLP, Norton Rose Fulbright Australia, Norton Rose Fulbright Canada LLP, Norton Rose Fulbright South Africa (incorporated as Deneys Reitz Inc) and Fulbright & Jaworski LLP, each of which is a separate legal entity, are members (“the Norton Rose Fulbright members”) of Norton Rose Fulbright Verein, a Swiss Verein. Norton Rose Fulbright Verein helps coordinate the activities of the Norton Rose Fulbright members b t d b but does not it lf provide l t itself id legal services t clients. l i to li t References to “Norton Rose Fulbright”, “the law firm”, and “legal practice” are to one or more of the Norton Rose Fulbright members or to one of their respective affiliates (together “Norton Rose Fulbright entity/entities”). No individual who is a member, partner, shareholder, director, employee or consultant of, in or to any Norton Rose Fulbright entity (whether or not such individual is described as a “partner”) accepts or assumes responsibility, or has any liability, to any person in respect of this communication. An reference to a partner or ass mes responsibilit an liabilit an comm nication Any director is to a member, employee or consultant with equivalent standing and qualifications of the relevant Norton Rose Fulbright entity. The purpose of this communication is to provide information as to developments in the law. It does not contain a full analysis of the law nor does it constitute an opinion of any Norton Rose Fulbright entity on the points of law discussed. You must take specific legal advice on any particular matter which concerns you If you require any advice or further information please speak to your usual contact at Norton Rose Fulbright you. information, Fulbright. Twitter Comments: #fightspam
  • 8. Canada s Canada’s New Anti-Spam Legislation Anti Spam BEWARE OF INACCURATE INFORMATION “Starting July 1, 2014 ANY prospect receiving email Starting from you should have given you permission (opt-in) to your database in the last 24 months and Opt-in Opt in status should be verified once every 24 months.” Twitter Comments: #fightspam
  • 9. Canada s Canada’s New Anti-Spam Legislation Anti Spam How to be compliant p with CASL Twitter Comments: #fightspam
  • 10.
  • 11.
  • 12.
  • 13. Canada s Canada’s New Anti-Spam Legislation Anti Spam The penalties and enforcement for f tf violations Twitter Comments: #fightspam
  • 14. Canada s Canada’s New Anti-Spam Legislation Anti Spam How to manage different opt-out and diff t t t d do-not-call lists Twitter Comments: #fightspam
  • 15. Canada s Canada’s New Anti-Spam Legislation Anti Spam The difference between “i li d” b t “implied” versus “explicit” consent Twitter Comments: #fightspam
  • 16. Canada’s New Anti-Spam Legislation Canada s Anti Spam How to best p p capture, update and nurture new prospect and customer records Twitter Comments: #fightspam
  • 17. How to best capture, update and nurture new prospect and customer records Take a structured approach to information management Inbound Marketing Outbound M k ti O tb d Marketing Social Properties Transactional Data Support Data Twitter Comments: #fightspam
  • 18. How to best capture, update and nurture new prospect and customer records Do you have these processes in place? Twitter Comments: #fightspam
  • 19. Canada s Canada’s New Anti-Spam Legislation Anti Spam Premised Based Warehousing SaaS Based Twitter Comments: #fightspam
  • 20. Recorded Version Get the recorded version next week: p y www.onpath.com/webinarlibrary Next Event March 2014
  • 21. Questions / Comments? Control Panel Twitter Comments: #fightspam
  • 22. Contact Information www.onpath.com www onpath com Martha Healey Norton Rose Fulbright Canada LLP Twitter: @Martha_Healey Email: Martha.Healey@nortonrosefulbright.com Website: www.nortonrosefulbright.com www nortonrosefulbright com Andy Church OnPath Twitter: @OnPath Email: Andy.Church@onpath.com Website: www.OnPath.com Twitter Comments: #fightspam