canadian-anti-spam-law-compliance-guide-sales

by Jeff Molander, Conversation Enablement Coach, Speaker & Founder at Communications Edge Inc.

Time to read: 3.5 minutes. Canadian sales professionals are confused and frustrated. Rightfully so. The Canadian Radio-television & Telcom Commission is not guiding sales forces clearly enough. Instead, focusing on marketers.

So, beware: The Canadian Anti-spam Legislation (CASL) does limit your ability to “cold email” prospects. Apparently! It’s truly unclear.

However, there seem to be 2 work-arounds for sellers. One in particular that is quite safe.

  1. Use LinkedIn InMail, where users have already given their consent to receive your message
    and/or
  2. approach prospects with messages that ASK for permission to discuss “participation in a commercial activity.”

Preface: I’m not a lawyer and you should consider your lawyer’s advice. And the law truly is confusing from a sales person’s perspective. That said…

Intent of the Canadian Anti-spam law

What is clear is the CSL’s intention:

To reduce unwanted, un-solicited email being sent by marketers.

The Canadian government wants to lower the quantity of commercial electronic messages that are unwanted—yet being received—by customers or potential customers. Got it. And CASL puts power into customers’ hands.

CASL is not an attempt to limit the ability of businesses to develop new accounts using email messages. Heh. Not intentionally so.

What sales teams shoud do

Reach out to the Commission. Tell them we need more clarity, better guidance when prospecting new customers.

Otherwise, consider where the Commission is focusing lately: Marketers and marketing LISTS.

According to the CASL Web site:

To send a commercial electronic message to an electronic address, you need to have the recipient’s consent, to identify yourself, to offer an unsubscribe mechanism and to be truthful.

This is not terribly new. Yet many of my clients are confused. Rightfully. They’re putting a lot (too much) focus on the consent piece. If you look at recent lawsuits and settlements notice how obtaining consent is not a focal point. It’s not where enforcement of the law focuses.

So, how much does earning consent to email someone “cold” matter? Well … it DOES seem to matter. But we don’t really know yet.

Do your sellers have implied consent?

No. But LinkedIn has better: Explicit consent. And it’s “share-able” with you.

For sales reps, the main issue is consent—getting it from prospects. There are 2 flavors of what the CASL calls valid consent:

Express and implied.

Express means you have written or oral permission. Simple. You don’t have express consent. But you do have access to it—by using LinkedIn InMail. The prospects’ consent is passed to you via their continued use of LinkedIn.

LinkedIn InMail is a safe option

After CASL took effect, LinkedIn InMail has become more valuable to Canadian sellers who need to make contact with potential new buyers. Yes, it’s expensive but it may be worth considering.

Because messages sent through LinkedIn have been pre-approved by the recipient. InMail is optional for LinkedIn users. Users can opt-out—thus removing their consent. (See section 2.5 Messages & Sharing of LinkedIn’s user agreement)

Thus, InMail users are (so far as I can see) CASL compliant. So long as you/your team

  • is obeying the wishes of the recipient by properly classifying the message type (“business deals”, “reference requests, ” expertise requests” etc. ) and
  • has prospects who have not “opted-out” to receive InMail.

BUT … beware. Even if the above are true … 97% of InMail users generate poor results with itThe top 3% use a proven, repeatable approach to earn attention, response and appointments.

Make sure you/your team is not:

  1. asking for the appointment in ‘first touch’ emails or
  2. using LinkedIn connections as a means to initiate discussions.

Can you earn implied consent? (without buying InMail)

Maybe.

A seller’s first-touch (cold) email falls under implied consent when both:

  • The email address was obtained in a way that discloses the address without restriction (it was “conspicuously published or sent to you”) and
  • your message relates to the recipient’s functions or activities in a business or official capacity.

Most sellers of email/contact information do impose restrictions. These restrictions often include illegal use of the email addresses you purchase. Thus, purchasing your contact data may not afford you “instant compliance” from CASL.

Also, if you use Rapportive and FullContact.com like thousands of sellers do. Well … this is hardly conspicuous publishing of your prospect’s email address. You probably won’t comply when sending to them.

The CASL does not address this. It should!

Is your team at risk of non-compliance?

Is it illegal in Canada to send a prospect (who you don’t know) an email message and, perhaps, a few follow-ups—asking for permission to have a commercial discussion? My interpretation is no unless you subscribe them to a mailing list.

However, this area is gray. Consult your lawyer. But also consider bringing this issue to The Canadian Radio-television & Telcom Commission.

Your/your team’s email messages are commercial electronic messages (CEMs) if they encourage participation in a commercial activity. This is defined in the new law. However, messages focused on encouraging commercial activity are typically not effective at earning conversations with most B2B prospects.

That said, these kinds of messages are what most sales teams are sending to prospects: Solicitations for business.

Ask for explicit consent in your ‘first touch’

Preface: Is this technically legal? I don’t know.

That said, consider approaching prospects about a conversation that could lead to their participation in a commercial activity. Don’t send them a CEM. Instead, give them choice when cold email prospecting.

And don’t abuse them. Mail 3 times at most. No response? Move on!

Make first contact in a way that helps your prospect give (or deny) the explicit consent required by law—to have a commercial conversation. This will also help you break through to the prospect!

Ask for explicit consent in a way that makes it clear to your prospect:

  1. They are not on an email list. This is a one-to-one email.
  2. You’ve researched them, specifically, and have good reason to ask for consent.
  3. A response is kindly requested (a call to action that gives them choice).

Bottom line: The Canadian Radio-television & Telcom Commission is not guiding sales forces very well. So, beware: CASL does limit your ability to “cold email” prospects. But don’t panic and don’t jump to conclusions.

Remember: The CASL is designed to reduce unwanted, un-solicited email. The Canadian government wants to lower the quality of commercial electronic messages that are not wanted—yet being received—by customers or potential customers.

What are your thoughts?

Photo credit: Mike Linksvayer

Jeff Molander
Jeff Molander

In 1999, I co-founded what became the Google Affiliate Network and Performics Inc. where I helped secure 2 rounds of funding and built the sales team. I've been selling for over 2 decades.

After this stint, I returned to what was then Molander & Associates Inc. In recent years we re-branded to Communications Edge Inc., a member-driven laboratory of sorts. We study, invent and test better ways to communicate -- specializing in serving sales and marketing professionals.

I'm a coach and creator of the Spark Selling™ communication methodology—a curiosity-driven way to start and advance conversations. When I'm not working you'll find me hiking, fishing, gardening and investing time in my family.

In 1999, I co-founded what became the Google Affiliate Network and Performics Inc. where I helped secure 2 rounds of funding and built the sales team. I've been selling for over 2 decades.

After this stint, I returned to what was then Molander & Associates Inc. In recent years we re-branded to Communications Edge Inc., a member-driven laboratory of sorts. We study, invent and test better ways to communicate -- specializing in serving sales and marketing professionals.

I'm a coach and creator of the Spark Selling™ communication methodology—a curiosity-driven way to start and advance conversations. When I'm not working you'll find me hiking, fishing, gardening and investing time in my family.

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  • Hey Jeff – I love that you spent the time thinking about CASL as it relates to sales forces. This is a big problem with CASL and it has the potential to limit a business’s ability to grow when CASL limits become so different to American requirements and GDPR, which is not something Canadian governments will want. Unfortunately we were great in being first in getting legislation together but we’re slow to update it and give clear “do and do not” boundary lines for sales teams, inclusive of the challenge that we’re all working globally these days, making the whole CASL structure weakened. I really enjoyed your article. I thought it was well-researched and informed. I’d just like a date stamp on it if you could add one as the policy is being updated and changed. If you’d like to collaborate on a How To set of sales emails that work and WON’T get held up by CASL, please reach out.

  • Hey Jeff – I love that you spent the time thinking about CASL as it relates to sales forces. This is a big problem with CASL and it has the potential to limit a business’s ability to grow when CASL limits become so different to American requirements and GDPR, which is not something Canadian governments will want. Unfortunately we were great in being first in getting legislation together but we’re slow to update it and give clear “do and do not” boundary lines for sales teams, inclusive of the challenge that we’re all working globally these days, making the whole CASL structure weakened. I really enjoyed your article. I thought it was well-researched and informed. I’d just like a date stamp on it if you could add one as the policy is being updated and changed.

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