This document is a structured review draft. It is not an effective agreement or legal advice. No effective date has been assigned.
Applicable jurisdictions, deployed technology and contractual responsibilities remain to be reviewed.
Advertiser-specific creative approval
Review approved creative, permitted edits, destination pages and required disclosures for each campaign before sending.
Truthful sender identification and subject lines
Review From names, domains, routing information and subject lines for accuracy. Record advertiser permissions for any brand references.
Consent and recipient eligibility
Identify the recipient jurisdictions and applicable permission requirements. Determine what evidence is required and how it will be retained.
Unsubscribe mechanisms
Specify a working opt-out process, processing responsibilities, applicable deadlines and tests before launch.
Suppression-list handling
Define secure transfer, authorized access, matching, refresh frequency, retention and deletion. Restrict files to their approved exclusion purpose.
Deception, impersonation and misleading brand references
Identify prohibited impersonation, misleading endorsements, deceptive urgency and unauthorized brand usage.
Jurisdiction-specific review
Have qualified advisers review applicable CAN-SPAM requirements in the United States, GDPR/ePrivacy rules where relevant, CASL in Canada and any other destination-market requirements. These regimes are not interchangeable.
Record keeping
Specify records for permissions, consent where needed, creative approvals, campaign versions and unsubscribe handling.
Advertiser restrictions
Publish offer-specific audience, source, frequency, creative and market restrictions. Permission is not transferable between campaigns.
Violation response
Define investigation, escalation, suspension, validation and account-action procedures in the final signed agreements.
Official guidance for review
- FTC: CAN-SPAM business guidance
- CRTC: CASL frequently asked questions
- ICO: electronic mail marketing rules
Review and approval
Owner: [POLICY OWNER]. Legal reviewer: [REVIEWER]. Approval date: [PENDING]. Review the final wording against the actual business, integrations and agreements before public launch.
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