Emails - Marketing Consent - CASL


Canada has passed a law taking effect July 1st, 2014. We have done some work to make it easier for you to be compliant with these rules. If you are in Canada we will automatically implement the opt-in rules below on May 24th 2018 and for any new account created as well.

Opt-in Consent

1. New Leads
We've added a "Marketing Consent" option to the Settings -> 
Optional Fields Simply turn it on and you'll get a required opt-in request automatically added to your quote request form. We've attempted it craft it in a way that will help you get as many people to op-in as possible. This is further customizable as well if desired (see below).

2. Existing Customer List
Customers who have done business with you in the past are considered to have a "legitimate interest" in receiving marketing content from you. If they are only prospects (only got a quote but never booked) then it is recommended they be unsubscribed from your newsletter.

We will unsubscribe them from 'email newsletters', and 'quote - yearly reminder' emails as these are both typically used for marketing purposes only. The other automated emails our software supports are in response to legitimate business interests expressed by the customer and thus should be okay to send.

Customizing the Code

You can customize the option by turning off the "Marketing Consent" under option fields and pasting the following into the HTML of your quote form. Be sure to leave the name="marketingconsent" section alone, but the rest can be changed:

<div class="control-group">
    <label class="control-label" for="marketingconsent">Yes! Get future communication from our company notifying you of specials.</label>
    <div class="controls">
        <input value="Yes" required="required" name="marketingconsent" id="marketingconsent" type="radio"> Yes &nbsp;&nbsp;&nbsp;
        <input value="No" required="required" name="marketingconsent" id="marketingconsent" type="radio"> No
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