Use this as a practical guide. It is not legal advice.
Your Responsibility #
You are responsible for complying with applicable laws and platform policies when recording, sending, and tracking communications.
Key Areas to Review #
- Email laws (e.g., anti-spam requirements)
- Recording consent requirements by jurisdiction
- Privacy/data processing obligations
- Industry-specific regulations (if applicable)
Operational Best Practices #
- Use truthful subject lines
- Identify sender clearly
- Include clear unsubscribe/opt-out where required
- Record only where consent rules allow
- Avoid deceptive or coercive messaging
Tracking and Disclosure #
If you use engagement tracking, ensure your privacy disclosures and internal policies align with your legal obligations.
Team Policy Checklist #
- Define approved outreach use cases
- Train users on recording/email compliance
- Document escalation path for complaints/requests
- Periodically review policy adherence
Recommend Legal Review #
Have counsel review:
- Privacy policy
- Terms
- Outreach templates/workflows
- Consent language for your markets
