information on the october 16 tcpa rules changes

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Waterfall Industry Insights Waterfall Client Webinar - Information On the October 16 TCPA Rules Changes Matt Silk CMO Waterfall

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Page 1: Information on the October 16 TCPA Rules Changes

Waterfall Industry Insights

Waterfall Client Webinar - Information On the October 16 TCPA Rules Changes

Matt SilkCMOWaterfall

Page 2: Information on the October 16 TCPA Rules Changes

1. The Mobile Industry & The TCPA

2. October 16 Rule Changes

3. Potential Courses Of Action

4. Available Resources

5. Q&A

Agenda

Page 3: Information on the October 16 TCPA Rules Changes

This webinar is not, nor should it supplement, legal advice. Please personally consult an attorney for specific counsel about telemarketing legalities.

The goal of this webinar is to provide information about the TCPA and how it relates to the mobile marketing industry.

Consult Your Attorney

Page 4: Information on the October 16 TCPA Rules Changes

Regulation Of Mobile Marketing

Government Industry Associations

Page 5: Information on the October 16 TCPA Rules Changes

Telephone Consumer Protection Act

Passed in 1991, The Telephone Consumer Protection Act (“TCPA”) regulates calls and texts made to consumers. The Federal Communications Commission (“FCC”) governs implementation of the TCPA. Simply, the TCPA allows consumers to collect damages for unsolicited telemarketing.

Source: Cornell University Law School, 2013

Page 6: Information on the October 16 TCPA Rules Changes

© 2013 Waterfall, Inc.

Common TCPA Terms

Automatic telephone dialing system• Equipment which has the capacity to store/produce and

dial telephone numbers using a random or sequential number generator

Unsolicited advertisement• Any material advertising the commercial availability or quality

of property, goods or services that is transmitted to a person without prior expressed invitation or permission

Established business relationship• A relationship between a seller and consumer based on the

consumer's purchase, rental, or lease of the seller's goods or services

Source: Library of Congress, 2013

Page 7: Information on the October 16 TCPA Rules Changes

1. The Mobile Industry & The TCPA

2. October 16 Rule Changes

3. Potential Courses Of Action

4. Available Resources

5. Q&A

Agenda

Page 8: Information on the October 16 TCPA Rules Changes

© 2013 Waterfall, Inc.

Revised TCPA Rules

Source: Bloomberg Law, 2013

Effective October 16, 2013

Prior expressed written consent • Unambiguous written consent required• Before calling or texting a consumer, marketers must obtain

a consumer’s written consent and signature

Established business relationship • No longer valid as an exemption from obtaining prior

expressed written consent• Selling to a consumer does not qualify as obtaining a

consumer’s consent

Page 9: Information on the October 16 TCPA Rules Changes

© 2013 Waterfall, Inc.

Some TCPA Particularities

Source: Klein Moynihan Turco LLP, 2013

E-Sign Act• Electronic/digital signatures are valid• Includes email, website form, text message, telephone

keypad or IVR

Unambiguous Consent• “Clear and conspicuous disclosure” required• Advertiser bears the burden of proof• KMT Best Practice: maintain each consumer’s written

consent for at least four (4) years: the federal statute of limitations under the TCPA.

Page 10: Information on the October 16 TCPA Rules Changes

ReAll we need is one hour.

Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers.

Follow-up to approve the plan and sign off on the creative.

Source: Klein Moynihan Turco LLP

Mobile Marketing Compliance

Source: CTIA Playbook, 2013

Page 11: Information on the October 16 TCPA Rules Changes

1. The Mobile Industry & The TCPA

2. October 16 Rule Changes

3. Potential Courses Of Action

4. Available Resources

5. Q&A

Agenda

Page 12: Information on the October 16 TCPA Rules Changes

ReAll we need is one hour.

Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers.

Follow-up to approve the plan and sign off on the creative.

Source: Klein Moynihan Turco LLP

For New Mobile Subscribers

Waterfall Action Items• Crafting appropriate updates to the Terms & Conditions• Working with clients to make any required updates to those

pages we host on your behalf • Providing appropriate language for clients to update their

hosted pages• Working with mobile industry’s regulators to eliminate

ambiguity

Page 13: Information on the October 16 TCPA Rules Changes

ReAll we need is one hour.

Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers.

Follow-up to approve the plan and sign off on the creative.

Source: Klein Moynihan Turco LLP

For Existing Mobile Subscribers

No Clear Answer As Of Right Now• Waterfall actively collaborating with the DMA and MMA to

get the FCC to clarify• 3 potential courses of action

a. Opt-in with affirmative responseb. Notification with opt-outc. Await further guidance

Page 14: Information on the October 16 TCPA Rules Changes

ReAll we need is one hour.

Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers.

Follow-up to approve the plan and sign off on the creative.

Opt-in With Affirmative Response

Elements in the message• Highlight the TCPA changes• Link to the new Terms & Conditions• Require a reply to opt in to mobile list again

Subscriber strategy• Craft a compelling message• Send multiple times• Use Waterfall list segmentation to only send to those not on

the new list• Set up a trackable URL to monitor views of the Ts & Cs

Page 15: Information on the October 16 TCPA Rules Changes

ReAll we need is one hour.

Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers.

Follow-up to approve the plan and sign off on the creative.

Notification With Opt-out Instructions

Elements in the message• Highlight the TCPA changes• Link to the new Terms & Conditions• Remind subscribers how to opt out

Subscriber strategy• Craft a compelling message• Send once• Set up a trackable URL to monitor views of the Ts & Cs

Page 16: Information on the October 16 TCPA Rules Changes

1. The Mobile Industry & The TCPA

2. October 16 Rule Changes

3. Potential Courses Of Action

4. Available Resources

5. Q&A

Agenda

Page 17: Information on the October 16 TCPA Rules Changes

This webinar is not, nor should it supplement, legal advice. Please personally consult an attorney for specific counsel about telemarketing legalities.

The goal of this webinar is to provide information about the TCPA and how it relates to the mobile marketing industry.

Consult Your Attorney

Page 18: Information on the October 16 TCPA Rules Changes

Further ResearchFor online legal perspectives about the TCPA:

Klein Moynihan Turco bit.ly/KMTonTCPAMorrison & Foerster bit.ly/MorrisonFoersteronTCPAPatton Boggs bit.ly/PattonBoggsonTCPA

[email protected](512) 270-6070

This document and contents © Waterfall, Inc, 2013. Proprietary and confidential.