Here is an easy checklist to ensure you are CASL Compliant:
Consent
Do I have all my "Expressed Consent" Customers on their own Reminder?
> Create a New Reminder and Add Clients
Do I have all my "Implied Consent" Customers on a separate Reminder?
> Create a New Reminder and Add Clients
Are my "Prospect Client" auto messages set to stop sending after 6 months?
> Edit the prospect Reminder state
Are my "Piano Due for Tuning State(s)" set to stop sending after 2 years?
> Edit the piano Reminder states
Identification
Is all company information in Gazelle up to date?
> Edit my Company Profile in Gazelle
Am I including a link to my contact info in every text message?
> Use bit.ly to generate a free shortened URL that you can include in all your text messages. Link to your 'Contact Us' page on your website.Am I including a link to my contact info in the "SMS Default Reply" Text Message Auto Responder?
Unsubscribe Mechanism
Do I have a link to my unsubscribe mechanism in all my emails? If not, do I indicate that the customer can "Reply with the word 'Unsubscribe' to be removed from our mailing list"?
> Create an "Unsubscribe" form on my website
> Use bit.ly to generate a "shortened URL"
> Hyperlink the bit.ly URL in the body of all emails using a Gazelle Merge Code
> For Text Messages Only - paste the bit.ly link into the body of the text message.
Double Check - Did you update all your Gazelle Emails/Text Messages?
All your active Reminders? (each state can have up to 2 emails and a text message template to edit).
All One-Off Email Templates? (there are 8 Total One-Off emails)
All your Message Templates? (You need to edit every template)
Your text message "SMS Default Reply"? (only if you have texting enabled)
Outside Gazelle Emails
Remember, CASL applies to all the email you send, even outside Gazelle. So consider what steps you need to take to protect yourself from liability.
Verify All Text Messages Look Like This
