CASL
AGENCY
BRAND, COMPLIANCE & LEGAL
PROGRAMS
EMPLOYER / P&A
100
What does CASL stand for and who is the governing body?
The Canadian Anti Spam Legislation and it is governed by the CRTC.
100
How many agencies are involved when creating a P&A TDI email?
There are 3 agencies involved: 1)Data Group 2)iForm 3)Dialog
100
Who is responsible for ensuring that Brand guidelines are followed?
Marcomm
100
What type of approvals need to be obtained for customized requests (EM and/or DM)?
1) Legal 2) Branding 3) Compliance 4) Privacy 5) Budget
100
How many Security National employer groups are there?
There are 16 Security National Groups.
200
Name at least two elements that must be included for an email to be CASL compliant?
1) Consent 2) Identification Information 3) Unsubscribe mechanism
200
What is the standard time frame required for the agency to complete an ad request?
SLA of 6 weeks
200
In what kind of situations would the legal department be engaged?
Legal approval is required at the creative development stage and whenever there is a customized request that falls outside of the approved templates.
200
Name at least three situations that can impact the timeline of a campaign, and possibly delay the deployment?
1)Customized pieces 2)Numerous edits from the partner 3)Incomplete/incorrect information 4)Human error 5)Constraints (resources, timing) 6)Natural disasters, Canada Post strikes
200
How many reports are required for Marcomm to complete on a monthly/quarterly basis?
There are 4 Reports: 1)MCM 2)WBFU 3)Budget lockdown 4)Accruals/Invoicing
300
How long is data valid for under the new CASL legislation?
10 Business days
300
What key piece of information is required by the agency to initiate/complete an ad request?
Ad request form
300
What role does legal play?
Legal helps to ensure we are providing accurate and transparent information to our audiences to mitigate: brand and reputational risk, misleading information, false advertising and misrepresentation.
300
What steps are involved in Brochure orders?
1)Review campaign requests on iForm 2)Assess each request and confirm campaign details 3)Verify input with PMR if necessary 4)Inputs brochure campaign information (timing, budget, units, order #, etc.) into the Activity Tracker for tracking purposes. 5)Work with printer on setup and generating a proof that is created and sent to the PMR for approval. 6) Confirmation emails of 'Approved' status are saved on the shared drive. 7)Works with the printer on timelines and work-back schedule, setting up brochure for the job printing queue. 8)Updates the business as necessary.
300
What are some of the things we could be responsible for doing on any given day?
1)Obtain campaign approvals 2)Review and complete campaign revisions 3)Conduct data analysis 4)Reporting 5)Budgeting 6)Group setups 7)Brochure requests 8)Proofing 9)Training & Process improvements
400
What is the maximum fine a company can face if found in violation of CASL?
$10 Million
400
As a key step of a TD Insurance Affinity campaign, how far in advance of the deployment date does the partner need to provide their data to Data Group?
56 days
400
When does the Brand Team need to be engaged?
1) When we go off template where it impacts the design, look and feel 2) Creative refresh 3) Special ad requests (sponsorship and bilingual ads)
400
Which material template would you select when submitting a Faculty & Staff Request (EM/DD)?
Professional.
400
How many unique creative templates does Marcomm manages across all segments?
There are 192 creative templates that we manage throughout the year
500
What are the two different types of consent?
Express & Implied consent
500
As part of the email and DM approval process, what are at least 3 elements that Marcomm reviews in addition to the partner requests?
1) Verify links are working 2) Phone numbers 3) CASL requirements 4) Campaign ID tracking 5) Brand guidelines 6) Legal requirements 7) Copy & legal
500
Why it's important to provide written approval on a campaign?
To be compliant for audit purposes
500
Name at least 2 differences between TD deployed and Partner deployed emails?
1)Data segmentation 2)Approval process 3)Access to results
500
When there is a change to a P&A or EG calendar what else could be impacted?
Depending on the type of change, the budget and MCM reporting/forecasting would require updating, as well as possible changes to the agencies.