Campaign Opt-In Methods and Consent Description

Overview

End users must provide explicit, informed consent before receiving marketing communications. This document outlines all available opt-in methods that may be used for campaign enrollment, ensuring compliance with applicable data protection and marketing regulations.

Opt-In Methods

1. Website Form Submission

  • Method: Users complete an online form with their contact information

  • Consent Mechanism:

    • Clear, unticked checkbox with explicit consent language

    • Separate opt-in checkbox for marketing communications (not bundled with terms of service)

    • Plain language description of what communications they will receive

  • Data Collected: Email address, phone number (if applicable), and any additional preference data

  • Confirmation: Double opt-in email verification may be required

2. Email Subscription

  • Method: Users directly subscribe via email signup forms or landing pages

  • Consent Mechanism:

    • Explicit subscription request through dedicated signup form

    • Clear description of email frequency and content type

    • Immediate confirmation email with subscription details

  • Data Collected: Email address and subscriber preferences

  • Confirmation: Confirmed opt-in via verification email link

3. SMS/Text Message Opt-In

  • Method: Users text a keyword to a short code or provide phone number with SMS consent

  • Consent Mechanism:

    • Clear disclosure of message frequency and charges

    • Explicit consent language: "By providing your phone number, you consent to receive SMS marketing messages"

    • Terms and conditions clearly displayed

  • Data Collected: Mobile phone number

  • Confirmation: Welcome message confirming subscription and opt-out instructions

4. Point of Sale (POS) Opt-In

  • Method: In-person signup at retail locations, events, or service counters

  • Consent Mechanism:

    • Written or digital form completion

    • Verbal consent recorded in system with timestamp

    • Clear explanation of communication types and frequency

  • Data Collected: Contact information provided in-person

  • Confirmation: Follow-up confirmation message sent to provided contact method

5. Phone-Based Opt-In

  • Method: Consent obtained during customer service calls or telemarketing (where legally permitted)

  • Consent Mechanism:

    • Verbal consent with clear disclosure

    • Call recording for consent verification

    • Explicit agreement to receive future marketing communications

  • Data Collected: Phone number and any additional contact preferences

  • Confirmation: Follow-up confirmation via chosen communication method

6. Social Media Integration

  • Method: Opt-in through social media platforms or advertising campaigns

  • Consent Mechanism:

    • Click-through consent on social media ads

    • Integration with platform's messaging consent frameworks

    • Clear privacy policy and communication disclosure

  • Data Collected: Contact information shared via social platform integration

  • Confirmation: Platform-specific confirmation process

7. Mobile App Opt-In

  • Method: Push notification consent and marketing communication opt-in within mobile applications

  • Consent Mechanism:

    • In-app permission requests for push notifications

    • Separate marketing communication consent within app settings

    • Clear description of notification types and frequency

  • Data Collected: Device identifiers and any provided contact information

  • Confirmation: In-app confirmation of subscription preferences

8. Event Registration Opt-In

  • Method: Consent collected during event registration, webinar signups, or contest entries

  • Consent Mechanism:

    • Separate marketing opt-in checkbox in registration forms

    • Clear distinction between event communications and ongoing marketing

    • Explicit consent language for future marketing communications

  • Data Collected: Registration contact information

  • Confirmation: Post-registration confirmation email

Consent Requirements for All Methods

Essential Elements

  • Clear and Conspicuous: All opt-in mechanisms must be clearly visible and not hidden in fine print

  • Specific Consent: Users must specifically agree to marketing communications, separate from other agreements

  • Easy Withdrawal: Clear instructions for opting out must be provided at the time of consent

  • Record Keeping: All consent actions must be logged with timestamp, method, and IP address (where applicable)

Prohibited Practices

  • Pre-checked opt-in boxes

  • Automatic enrollment without explicit consent

  • Bundling marketing consent with required service agreements

  • Using purchased or rented contact lists without proper consent transfer

Compliance Notes

  • All opt-in methods must comply with applicable regulations (GDPR, CAN-SPAM, TCPA, CASL, etc.)

  • Consent records must be maintained for audit purposes

  • Users must be able to withdraw consent as easily as they provided it

  • Privacy policies must clearly describe data collection and usage practices

Documentation Requirements

For each campaign utilizing these opt-in methods, maintain records of:

  • Which opt-in methods were used

  • Consent language displayed to users

  • Date and time of consent collection

  • User identification information

  • Method of consent verification

  • Any subsequent consent modifications or withdrawals