waterfall client webinar: information on the october 16 tcpa rules changes

18
Waterfall Industry Insights Waterfall Client Webinar - Information On the October 16 TCPA Rules Changes Matt Silk CMO Waterfall Mobile, Inc.

Upload: waterfall-mobile

Post on 22-Jan-2015

421 views

Category:

Technology


2 download

DESCRIPTION

In addition to our earlier email, we wanted to provide a forum for Waterfall clients to ask questions about the October 16 changes to the Telephone Consumer Protection Act. This webinar is not mandatory, rather it's meant to be an open discussion for those who feel like such a forum would be beneficial. In the webinar, Waterfall CMO Matt Silk will: 1) Walk through the changes to the TCPA 2) Describe the current discussion and reaction from the mobile industry 3) Provide some insight into the options mobile marketers have at their disposal Note: this webinar is not, nor should it supplement, legal advice. We'd like to remind clients to personally consult an attorney for specific counsel about telemarketing legalities.

TRANSCRIPT

Page 1: Waterfall Client Webinar: Information on the October 16 TCPA Rules Changes

Waterfall Industry Insights

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

Matt SilkCMOWaterfall Mobile, Inc.

Page 2: Waterfall Client Webinar: 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

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 3: Waterfall Client Webinar: 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: Waterfall Client Webinar: Information on the October 16 TCPA Rules Changes

Regulation Of Mobile Marketing

Government Industry Associations

Page 5: Waterfall Client Webinar: 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: Waterfall Client Webinar: Information on the October 16 TCPA Rules Changes

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

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: Waterfall Client Webinar: 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

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 8: Waterfall Client Webinar: Information on the October 16 TCPA Rules Changes

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

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

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 9: Waterfall Client Webinar: Information on the October 16 TCPA Rules Changes

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

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.

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 10: Waterfall Client Webinar: 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 o! on the creative.

Source: Klein Moynihan Turco LLP

Mobile Marketing Compliance

Source: CTIA Playbook, 2013 © 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 11: Waterfall Client Webinar: 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

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 12: Waterfall Client Webinar: 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 o! 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

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 13: Waterfall Client Webinar: 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 o! 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

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 14: Waterfall Client Webinar: 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 o! 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

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 15: Waterfall Client Webinar: 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 o! on the creative.

Notification With Opt-out Instructions

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

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: Waterfall Client Webinar: 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

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Page 17: Waterfall Client Webinar: 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: Waterfall Client Webinar: 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 Mobile, Inc, 2013. Proprietary and confidential.