CASL Compliance: What You Need to Know

It’s not too late to get compliant!

The three-year transition period for the Canadian Anti-Spam Legislation (CASL) ends on July 1, 2017; however,  there is one piece you don’t have to worry about (at least for now) — the Canadian government has suspended the private right of action which would have allowed individuals to sue anyone for sending spam. Earlier this month, the Canadian government announced:

Canadians deserve an effective law that protects them from spam and other electronic threats that lead to harassment, identity theft and fraud. At the same time, Canadian businesses, charities and non-profit groups should not have to bear the burden of unnecessary red tape and costs to comply with the legislation. 

The Government supports a balanced approach that protects the interests of consumers while eliminating any unintended consequences for organizations that have legitimate reasons for communicating electronically with Canadians. 

For that reason, the Government will ask a parliamentary committee to review the legislation, in keeping with the existing provisions of CASL.

So, what does this mean for you? No matter your location, if you send commercial electronic messages (email, text, or instant messages) to anyone with a Canadian address, you must still comply with CASL. Violations may result in steep fines from the government not to mention the potential damage to your firm’s reputation or your relationships with clients and contacts.

While many of you have likely taken the necessary steps to ensure compliance, there is still time for those of you who have not. Here are a few suggestions:

  • Visit the Canadian government’s site at http://fightspam.gc.ca to familiarize yourself with CASL and any recent updates.
  • Review your mailing lists. If you don’t have a record of consent, get it now!
  • Update your email templates to include:
    • Company name
    • Physical mailing address
    • Telephone number
    • Email address
    • Website URL
    • Unsubscribe option
      • Unsubscribe requests must be processed within ten days of receipt

Effective July 1, 2017, you may only send messages to those with express consent. There are two exceptions to this: you may send messages to individuals up to two years after a purchase or up to six months following an inquiry, but it is recommended that you obtain consent during this time.

Lawyers, accountants and others in professional services industries may be understandably concerned about their ability to reach out to referrals. A single message on the basis of a referral is allowed with the following stipulations:

  • The message must include the full name of the person making the referral
  • The referrer should have a relationship (familial or otherwise) with the person to whom you’re sending the message

CASL is a complex law and it is likely that questions will continue to arise. If you have questions about CASL compliance, or how you can use ContactEase or additional products, such as Mailing List Manager, to ensure that your firm remains compliant, contact us!

If you are working with a third party email system, you may find that their policies are stricter than the CASL requirements. You will also likely find that most of these concerns have already been addressed for you.

Did you know that ContactEase now integrates with Constant Contact and other email systems? Contact us today to learn more about this exciting add-on feature!

Does the GDPR Affect You?

On May 25, 2018, European Union’s General Data Protection Plan (GDPR) goes into effect in the European Union.   If you’re curious about how (or if) the GDPR impacts your business, take a look at this recent publication from our friends at Vuture.

Did you know that ContactEase offers full integration with Vuture and many other products? For information on how ContactEase can integrate with your existing systems, contact us  today!

GDPR

 

 

Don’t Gamble on CRM: Ask the Experts (our Clients) at #LMA17

Gambling can be great fun in Las Vegas, but gambling on an investment like CRM? Not so much.

If it’s time to invest in CRM (or if your current system isn’t working as well as you’d like), be sure to stop by Booth 315. You’ll have the opportunity to mix and mingle with current ContactEase clients who will share their insight and experiences on everything from making the case for CRM and getting buy-in from management to successfully implementing the system and showing a return on investment.

Don’t take a gamble with your marketing dollars or the trust of your attorneys.

Meet our experts, the in-house marketers that work with ContactEase every day, and learn:

  • How to get buy-in for your firm
  • How ContactEase can enhance your firm’s strategic marketing and communication efforts
  • Hindsight: what your peers wish they knew before getting started with CRM

Tuesday Morning (10:00 – 10:45) meet:

  • Kim Hafley, Director of Marketing & Recruitment, Foster Swift Collins & Smith PC
  • Ellen Page, Manager of Business Development & Marketing, Chaffetz Lindsey LLP

Tuesday Afternoon (2:45 – 3:30) meet:

  • Jim Jarrell, Director of Marketing & Practice Development, Stark & Stark
  • Joy Long, Director of Marketing, Ostrow Reisin Berk & Abrams LTD

Wednesday Morning (10:30 – 11:00) meet:

  • Jenn Merlin, Marketing Manager, Houser, Henry & Syron LLP
  • Alison Janzen, Marketing Director, Torkin Manes LLP

Ask the ContactEase Experts (our Clients)

Jennifer Whittier Named President of Cole Valley Software

 

jen-headshot

Cole Valley Software is pleased to announce that Jennifer Whittier has been named president of the company. She formerly served as Cole Valley’s Chief Operating Officer. Jeff Reade continues in his role as CEO and Board Chair.

“Jennifer’s background in law firm marketing enables her to understand and empathize with our clients because she really has been where they are and understands their challenges. Our clients rely on her for her extensive knowledge and experience throughout the entire CRM process. I know she will excel in her new role as she continues to help bridge the gap between marketing and technology,” said Cole Valley CEO and Board Chair, Jeff Reade.

Jennifer joined Cole Valley in 2009 and has held a number of roles in the company. Prior to joining Cole Valley, she was a ContactEase client for over five years and worked in-house at Pierce Atwood, a New England law firm, as the Director of Marketing and Client Relations. As president, she will oversee the day-to-day operation of the company, especially enhancing the consulting arm which is focused on developing best practices to leverage CRM.