For the Marketing Department
Email Consent Management
Email Consent by Contact with Optional Automatic Expiration
FAQ for this page
Yes. The IntelliPad CRM requires all contacts added in Outlook to have a default Email Consent status of “Unknown” and a default Mail Type which can be “No Mail” for firms that must comply. Contacts cannot be included in email mail tasks unless and until their Email Consent has been expressly given, with a source and date, and their Mail Type has been changed to allow email only or both email and hardcopy mail. This feature enables compliance with the CASL (Canada), GDPR (European Union), and CCPA (State of California). IntelliPad includes an administrative utility that searches, and optionally corrects, any contacts currently out of compliance.
If an implied consent status is allowed, i.e. emails may be sent, while active invoices exist for a client: Consent must be withdrawn 2 years after the last invoice date (per the CASL). IntelliPad can do this automatically by keeping track of the invoices and payments, exported from the billing application, for each contact— for all their related clients. A report informs attorneys of upcoming consent withdrawal dates for their contacts. The firm can create an email to be sent automatically to every contact, any number of days before their consent will expire, optionally including a clickable link to a firm web page where they can either unsubscribe from all communications, or request continued subscription to selected firm publications.
Yes. IntelliPad enables Outlook contacts to be linked to one or more clients from the accounting and billing database. In this way, the program can keep track of the most recent invoice date for each contact (from all their linked clients). The Canadian law (CASL) requires implied consent withdrawn 2 years after the last invoice date. Each firm can create an email notification of upcoming withdrawal, for contacts, and can specify the number of days prior to expiration for the email to be sent. As explained in the answer to the question above, this email can contain a clickable link to a firm web page where contacts can request continued subscription to selected firm publications, or unsubscribe from all. If unsubscribed, or no answer received: On the expiration date the program automatically changes the contact’s Email Consent to Withdrawn and Mail Type to No Mail, logging the date and time with an appropriate comment. The contact will no longer be eligible for inclusion in any type of mail task.
The changed Email Consent, Mail Type, expiration date and time, and program note are visible to attorneys in Outlook and in the browser view, and to Marketing staff for each contact record’s history and in the Data Changes log.