CANADA’S ANTI-SPAM
LEGISLATION
#CASL
How to Ask for An Opt-In
Before We Begin…
• Your Keller Williams dashboard login
• http://mykw.kw.com/
• Your Keller Williams e-mail address
• The ...
Overview of the Law*
*I’m totally not a lawyer.
• Requires you to keep proof of the time, date and location
that you recei...
http://fightspam.gc.ca/
How To Track the Opt-In
• Ask for the Opt-In
• Engagement on Social Media ≠ Consent
• User clicks like on your Facebook st...
Identification Requirement
• Company Name
• Legal Company Name
• All Parties Must Be Disclosed
• Affiliates, partners, or ...
Create Your MailChimp Account
• Go to www.mailchimp.com
Have This Information Ready…
#118, 10325 Bonaventure Drive SE
Calgary, Alberta T2J 7E4
Your Keller Williams E-Mail Address
Create Your MailChimp List
• Enter list details
• Confirm contact info
• Choose notifications
• Click Save
Create Your Opt-In Page
• On your list page, click
on the dropdown menu
and select Signup
Forms
Create Your Opt-In Page
Create Your Opt-In Page
• Use the editor to
build the form and
chose the fields that
matter to you.
• The fewer fields you...
Awesome! You’re Almost Done.
Invite Your Contacts to Opt-In
1. Login to KW Dashboard
2. Click View Contacts
3. In Contacts menu, select
Import/Export
4...
That’s It! You’re Compliant.
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CASL for KW

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CASL for KW

  1. 1. CANADA’S ANTI-SPAM LEGISLATION #CASL How to Ask for An Opt-In
  2. 2. Before We Begin… • Your Keller Williams dashboard login • http://mykw.kw.com/ • Your Keller Williams e-mail address • The legal name of your business • A valid mailing address • Access to your preferred e-mail program
  3. 3. Overview of the Law* *I’m totally not a lawyer. • Requires you to keep proof of the time, date and location that you received a person’s consent to be added to your e-mail list (opt-in). • Privacy • Inbox Overload • No More List Buying • Requires the sender to be clearly identified. • Fraud • Consumer Confidence • Requires an “unsubscribe mechanism” (opt-out).
  4. 4. http://fightspam.gc.ca/
  5. 5. How To Track the Opt-In • Ask for the Opt-In • Engagement on Social Media ≠ Consent • User clicks like on your Facebook status. • User fills out the form, checks the consent box. • User has made a purchase from you within past 12 months and provided an e-mail address during the transaction. • Reputable Mailing List & CRM (Customer Relationship Management) Software • MailChimp • Constant Contact • Aweber • VerticalResponse
  6. 6. Identification Requirement • Company Name • Legal Company Name • All Parties Must Be Disclosed • Affiliates, partners, or other entities for whom you send on their behalf. • Address • Valid Mailing Address • Can Use P.O. Box
  7. 7. Create Your MailChimp Account • Go to www.mailchimp.com
  8. 8. Have This Information Ready… #118, 10325 Bonaventure Drive SE Calgary, Alberta T2J 7E4 Your Keller Williams E-Mail Address
  9. 9. Create Your MailChimp List • Enter list details • Confirm contact info • Choose notifications • Click Save
  10. 10. Create Your Opt-In Page • On your list page, click on the dropdown menu and select Signup Forms
  11. 11. Create Your Opt-In Page
  12. 12. Create Your Opt-In Page • Use the editor to build the form and chose the fields that matter to you. • The fewer fields you use, the higher your sign-up rate will be. • Copy your Signup form URL to use in your e-mail message.
  13. 13. Awesome! You’re Almost Done.
  14. 14. Invite Your Contacts to Opt-In 1. Login to KW Dashboard 2. Click View Contacts 3. In Contacts menu, select Import/Export 4. Click 5. Click 6. When prompted, open the file in Microsoft Excel • Open Office/Numbers 7. Copy e-mail addresses into your address book 8. Open your e-mail program & compose your opt-in request. 9. Paste the link to your list signup form from MailChimp 10. Add e-mail addresses to the BCC field of your message 11. Track results in MailChimp Dashboard
  15. 15. That’s It! You’re Compliant.

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