RELATED LINKS
News / Events
Newsletters
Glossary of Terms
Thoughtful Articles
Project Reference Tools
Best Practices
 
CONTACT
Melanie Kirin
Toll-Free: (800) 779-2445
Direct: (330) 220-6100 x225
Fax: (330) 220-6103
 

We want every campaign that you conduct to produce great results. This page is aimed at providing helpful and practical guides to ensure campaign success.  It includes information on fax and email compliance standards and best practices for creating and deploying impacting fax and email campaigns.

FCC Rules fax renewals are transactional -- not fax advertisements. 

California passed fax legislation that went into affect January 1, 2006. 
Click here to access the law. This law applies only to intrastate faxes.

Click below to access information on:
Fax Legal Compliance
Email Legal Compliance
Fax Best Practices
Email Best Practices

Click here to view a larger image.

Fax Compliance
TCPA & Junk Fax Prevention Act
Requirements:
Every fax must reference:
1. The identity of the "official" sender
2. The fax number of the sender
3. The broadcast date and time
4. Established business relationship (EBR)
5. Consent source: You must have received the fax number from the recipient in the context of the EBR, or from a
public source such as a directory, advertisement, or web site, etc.
6. Opt-out requirements:
•  Clear and conspicuous opt-out mechanism on first page.
•  2 methods, including fax opt-out and phone opt-out
•  1 cost free method which is available 24/7
•  The "cost free" opt-out mechanism may be either a website, email address, phone number or fax number (and a local phone number is cost free if the faxes are limited to local recipients).
• (Opt-out language) Our failure to comply with the request in the shortest reasonable time established by the FCC is unlawful.
• Opt-out removal language to state the recipient may request that the sender not send
future unsolicited advertisements to a fax machine or machines, and “failure to comply with the request in the shortest reasonable time established by the FCC is unlawful”.
• Opt-out requests must be honored after 30 days, or sooner if the sender has the capability of removing the number sooner.
• Later "invitation or permission" trumps an opt-out.

Proximity Marketing also suggests including the following:
1. Publication name
2. Publication mailing address
3. Signature required field
4. Date required field
5. Company legal statement
6. Develop company-wide standards

Basic Definitions:
Established Business Relationship Defined:
"a prior existing relationship formed by a voluntary two-way communication with or without an exchange of consideration, on the basis of an inquiry, application, purchase, or transaction between the recipient and the sender regarding products or services."

"Unsolicited Advertisement" Defined By FCC: "any material advertising the commercial availability or quality of any property, goods, or services which is transmitted to any person without  the person's prior express invitation or permission."

Other important fax provisions of the TCPA include:
   "Do not fax" requests: If a recipient requests being removed from a fax reception list, the sender must promptly comply.
  Third-party liability for fax services: A company that hires a third party to broadcast faxes on its behalf remains  liable if the third party sends unsolicited advertisements.
   Damages: TCPA violators are liable in state court for $500 for each unsolicited fax, or up to $1,500 for each "intentional" transmission. Any recipient can file a suit against the sender.

Click here to view a larger image.

Email Compliance (CAN-SPAM):
Every commercial email MUST contain:
1. Valid headers that do not contain fraudulent elements.
2. A subject line which accurately reflects the content of the email.
3. A "From" line with the name of the sender.
4. Clean and conspicuous notification that the communication is a promotion within the body of the email.
5. A valid postal address of the sender (and/or advertiser) - no PO Box.
6. A functioning unsubscribe procedure (either via email or Web page).
   
 •  The opt-out requesting recipient must be removed within 10 business  days.
   
 •  The opt-out email address or Web page must be functional for 30 days after the mailing.

Related Documents/Information:
Proximity Marketing's Overview Presentation on Fax & Email Compliance [ppt]
Federal Communications Commission Web Page
Federal Trade Commission Web Page
Proximity Marketing's Clarification Request
ANNOUNCEMENT: US Congress Passes Email Legislation -- Bill [pdf]
ANNOUNCEMENT: FCC Delays Change in Established Business Relationship Definition
ANNOUNCEMENT: FCC Extends the Effective Date of Amended Fax Advertising Rules to January 1, 2005
ANNOUNCEMENT: FCC's Rules and Regulations Implementing the Telephone Consumer Protection Act of 1991


Fax Best Practices:
 What do you need to know about fax?
Using fax as a communications medium can be a very effective and cost efficient means to reach your readers and advertisers. Proximity Marketing offers fax design and consultation; however, if you chose to go it on your own, here are some items you should consider:

Keep design elements clean and simple.

 • Font: Copy font should be clean and uncomplicated. We recommend font sizes 12 point and larger and a font type that is easily readable such as Arial or Verdana.
 • Images: Images can be an effective addition to your fax campaign. Avoid using screened images and photos. Images should also be saved in a format with a resolution of at least 300 dpi .

 • Borders: Be sensitive of elaborate page borders. We recommend leaving a clean border for accurate and timely transmission.

Be practically and strategically creative.
 • Creative Copy:
Don't underestimate the power of impacting copy. Spend time developing copy that quickly states your point and allows your recipients to scan your call to action.
 • Long-term Planning: When conducting a fax campaign, plan for multiple touches to the recipient. You can maximize your message impact by conducting campaigns in series rather than treating each campaign as a distinct communication. If all your recipients do not respond on the first attempt, try suppressing respondents and resubmitting your message again either by fax or email.
 • Think Outside The Box: Although an overused buzz phrase, taking the time to think outside the normal fax message can have a significant impact on your response and brand recognition while enhancing your overall ROI. Proximity Marketing offers campaign consultation to help you achieve your creative ambitions.

Target your audience.
 • Stagger Delivery: Remember fax numbers are often shared by multiple people at any organization. Proximity Marketing offers a staggering distribution service which allows you to specify the number of faxes to deliver to a particular fax number per day. By utilizing this service, you can help ensure each recipients message will be treated personally.
 • Area Code Updating/Non-Deliverable Files: For each campaign you conduct, you have access to 2 important data cleansing features, Area Code Updating and Non-Deliverable Numbers. We recommend merging these files against your existing distribution list to help ensure file accuracy and deliverability.
 •
Campaign Split Testing: How can you ensure you are reaching your audience with the right message? Conduct campaign split testing. Testing can be performed on a variety of variables including differing designs.

Develop Company-wide Standards.
 •
TCPA Law Requirements: The TCPA requirements are listed above. Be sure to incorporate these recommendations for each campaign.
 • Removal Requests: Make removal requests a corporate priority and be sure to treat each request for removal promptly and organizationally. Create a holistic suppression list that is accessible prior to each broadcast.
 • Complaint Management: To avoid any unnecessary legal disruptions, be sure to have an appointed person and process to handle fax complaints.

Email Best Practices:
What do you need to know about email?
Advice for crafting your email marketing program is almost everywhere these days. The key is finding quality information from qualified resources. Below are some helpful tips that we have collected from our years of experience with working with publishing professionals. We also encourage you to read the Thoughtful Articles page in the Resource Center where we post insightful articles.
Click here to download a complimentary white paper entitled "Email Marketers Biggest Blunder: Generalizations and Assumptions"

Create responsible messaging.
 • Technical Restraints: Consider the recipient who is receiving your message over a slow speed connection. Graphics should be less than 40k in file size, and the viewing parameters should be no larger than 600 pixels wide and 400 pixels long.
 • Appropriate Graphics: Chose graphics that compliment your message not cause an incidental deletion. Avoid graphics that may appear "Spam-like" and distract from your intended message.

Make responding easy.
 • Links: If your intent is to have your recipient click away from the message to another page, be sure to expose the full url of the link somewhere within the body of the outgoing message. Differing email applications may treat text hyperlinking and buttons differently, so by exposing the complete url, you help ensure your recipient will be able to perform the task requested.
 • Call to Action: Place the call to action above the fold and include multiple chances to respond throughout your message.
 • Text Version: Some of your recipients will not be able to receive HTML messages, but instead will receive a text version of your message. Although formatting is limited in the text version, carefully consider the elements you are able to manipulate like the messaging and spacing.
 • Alternative Methods: Include your full contact information within the body message. By providing alternative methods of contact, you help ensure recipients can complete the task you require.

Develop a winning campaign.
 • Your Audience: Understanding your audience is the single most important attribute in the success of your campaign. By understanding the behavioral characteristics and email viewing habits of the recipient, you will be able to develop a campaign with maximum results.
 • Spam Filters: Corporate spam filters greatly vary from organization to organization; however, by taking some simple precautions, you can help ensure deliverability. Carefully consider your subject and from lines and avoid words such as FREE, ! or words in ALL CAPS.
 • Open Rates: A recipient decides to open or delete your message in period of seconds. By carefully choosing appropriate subject and from lines, you can help ensure relevancy, interest and confidence to your recipient that the message is one they should open. Aim to create a logical - sender connection and position your impact words at he beginning of the subject line.
 • Personalization: Consider personalizing your message with items specific to the recipient such as the recipients name or company name. Many times, the creative addition of personalization can be the attraction that convinces your customer to read your message and take action.
 • Alternative Creativity: Make your message more than simply a form of communication - make it a campaign. By establishing a consistent theme, your recipients may be more likely to draw upon historical reference to make decisions in future campaigns. Additionally, email marketing allows you a vast opportunity for creativity and ingenuity as well as interactive and dynamic brand promotion.

Strategically conduct the campaign from start to finish.
 • Test, Test, Test: As with fax, testing your messages is critical in learning about your recipients and their communications preferences. Take full advantage of the efficiencies email marketing allows, and test your assumptions to generate factual customer data.
 • Link Tracking: Proximity Marketing's Link Tracking system allows you to gain valuable information regarding your recipients and their email viewing habits. This information can be used to further fine tune your campaigns as well as interact with your loyal readers.
 • Trend Analysis: Enhance your current campaign by utilizing detailed analysis reports generated by Proximity Marketing's Trend Analyzer reporting tool. Examine your patterns in response, delivery and opt-outs. This information will be valuable for counteracting potential negative future outcomes.
 • Legal Musts: Please refer to the CAN-SPAM Compliance Guidance section above to help ensure your campaigns fulfill the federal standards.
   

Copyright 2003 Proximity Marketing. All rights reserved . Privacy | Sitemap | Contact Us