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What can we do to prepare for the charitable purpose soft opt-in?

Steps that you can take to prepare for the charitable purpose soft opt-in include reviewing your current processes for managing people’s direct marketing preferences.

  • If you intend to use the charitable purpose soft opt-in, you must update your privacy notice to tell people about how you will use their personal information.

  • You should consider how you will explain the charitable purpose soft opt-in to someone when you first collect their contact details.

    You should also consider how you will explain to people why they are receiving marketing communications from your charity.
  • When it commences, you should keep separate lists of people who have given their consent to electronic mail marketing and people who will be sent it using the charitable purpose soft opt-in.

  • If applicable, you could also have a separate list for people who receive electronic mail marketing about your similar products and services using the commercial soft opt-in.

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  • You could also train relevant members of staff about how to respond to queries and complaints from people about the electronic mail marketing they’re receiving.

  • Remember, you must offer an opt-out at the time when you first collect someone’s contact details.