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Waterfall Industry Insights
Waterfall Client Webinar - Information On the
October 16 TCPA Rules Changes
Matt Silk
CMO
Waterfall Mobile, Inc.
Agenda
1. The Mobile Industry & The TCPA
2. October 16 Rule Changes
3. Potential Courses Of Action
4. Available Resources
5. Q&A

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Consult Your Attorney
This webinar is not, nor should it supplement, legal advice.
Please personally consult an attorney for specific counsel about
telemarketing legalities.
The goal of this webinar is to provide information about the
TCPA and how it relates to the mobile marketing industry.
Regulation Of Mobile Marketing
Government

Industry Associations
Telephone Consumer Protection Act

Passed in 1991, The Telephone Consumer Protection Act
(“TCPA”) regulates calls and texts made to consumers. The
Federal Communications Commission (“FCC”) governs
implementation of the TCPA. Simply, the TCPA allows
consumers to collect damages for unsolicited telemarketing.

Source: Cornell University Law School, 2013
Automatic telephone dialing system
•

Common
TCPA
Terms

Equipment which has the capacity to store/produce and
dial telephone numbers using a random or sequential
number generator

Unsolicited advertisement
•

Any material advertising the commercial availability or quality
of property, goods or services that is transmitted to a person
without prior expressed invitation or permission

Established business relationship
•

Source: Library of Congress, 2013

A relationship between a seller and consumer based on the
consumer's purchase, rental, or lease of the seller's goods or
services

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Agenda
1. The Mobile Industry & The TCPA
2. October 16 Rule Changes
3. Potential Courses Of Action
4. Available Resources
5. Q&A

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Effective October 16, 2013
Prior expressed written consent

Revised
TCPA
Rules

•
•

Established business relationship
•
•

Source: Bloomberg Law, 2013

Unambiguous written consent required
Before calling or texting a consumer, marketers must obtain
a consumer’s written consent and signature

No longer valid as an exemption from obtaining prior
expressed written consent
Selling to a consumer does not qualify as obtaining a
consumer’s consent

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
E-Sign Act
•

Some
TCPA
Particularities

•

Unambiguous Consent
•
•
•

Source: Klein Moynihan Turco LLP, 2013

Electronic/digital signatures are valid
Includes email, website form, text message, telephone
keypad or IVR

“Clear and conspicuous disclosure” required
Advertiser bears the burden of proof
KMT Best Practice: maintain each consumer’s written
consent for at least four (4) years: the federal statute of
limitations under the TCPA.

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Re
All we need is one hour.

Mobile
Marketing
Compliance

Let us know your marketing
goals and strategy. We’ll
provide a plan to catapult
your mobile subscriber
numbers.
Follow-up to approve the
plan and sign off on the
creative.

Source: Klein Moynihan Turco LLP
Source: CTIA Playbook, 2013

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Agenda
1. The Mobile Industry & The TCPA
2. October 16 Rule Changes
3. Potential Courses Of Action
4. Available Resources
5. Q&A

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Re
All we need is one hour.

For New
Mobile
Subscribers

Let us know your marketing
goals and strategy. We’ll
provide a plan to catapult
your mobile subscriber
numbers.
Follow-up to approve the
plan and sign off on the
creative.

Source: Klein Moynihan Turco LLP

Waterfall Action Items
•
•
•
•

Crafting appropriate updates to the Terms & Conditions
Working with clients to make any required updates to those
pages we host on your behalf
Providing appropriate language for clients to update their
hosted pages
Working with mobile industry’s regulators to eliminate
ambiguity

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Re
All we need is one hour.

For Existing
Mobile
Subscribers

Let us know your marketing
goals and strategy. We’ll
provide a plan to catapult
your mobile subscriber
numbers.
Follow-up to approve the
plan and sign off on the
creative.

Source: Klein Moynihan Turco LLP

No Clear Answer As Of Right Now
•
•

Waterfall actively collaborating with the DMA and MMA to
get the FCC to clarify
3 potential courses of action
a. Opt-in with affirmative response
b. Notification with opt-out
c. Await further guidance

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Re
All we need is one hour.

Opt-in With
Affirmative
Response

Let us know your marketing
goals and strategy. We’ll
provide a plan to catapult
your mobile subscriber
numbers.
Follow-up to approve the
plan and sign off on the
creative.

Elements in the message
•
•
•

Highlight the TCPA changes
Link to the new Terms & Conditions
Require a reply to opt in to mobile list again

Subscriber strategy
•
•
•
•

Craft a compelling message
Send multiple times
Use Waterfall list segmentation to only send to those not on
the new list
Set up a trackable URL to monitor views of the Ts & Cs

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Re
All we need is one hour.

Notification
With Opt-out
Instructions

Let us know your marketing
goals and strategy. We’ll
provide a plan to catapult
your mobile subscriber
numbers.
Follow-up to approve the
plan and sign off on the
creative.

Elements in the message
•
•
•

Highlight the TCPA changes
Link to the new Terms & Conditions
Remind subscribers how to opt out

Subscriber strategy
•
•
•

Craft a compelling message
Send once
Set up a trackable URL to monitor views of the Ts & Cs

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Agenda
1. The Mobile Industry & The TCPA
2. October 16 Rule Changes
3. Potential Courses Of Action
4. Available Resources
5. Q&A

Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Consult Your Attorney
This webinar is not, nor should it supplement, legal advice.
Please personally consult an attorney for specific counsel about
telemarketing legalities.
The goal of this webinar is to provide information about the
TCPA and how it relates to the mobile marketing industry.
Further Research
For online legal perspectives about the TCPA:
Klein Moynihan Turco
Morrison & Foerster
Patton Boggs

bit.ly/KMTonTCPA
bit.ly/MorrisonFoersteronTCPA
bit.ly/PattonBoggsonTCPA

Contact
support@waterfallmobile.zendesk.com
(512) 270-6070

This document and contents Š Waterfall Mobile, Inc, 2013. Proprietary and confidential.

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Waterfall Client Webinar: Information on the October 16 TCPA Rules Changes

  • 1. Waterfall Industry Insights Waterfall Client Webinar - Information On the October 16 TCPA Rules Changes Matt Silk CMO Waterfall Mobile, Inc.
  • 2. Agenda 1. The Mobile Industry & The TCPA 2. October 16 Rule Changes 3. Potential Courses Of Action 4. Available Resources 5. Q&A Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 3. Consult Your Attorney This webinar is not, nor should it supplement, legal advice. Please personally consult an attorney for specific counsel about telemarketing legalities. The goal of this webinar is to provide information about the TCPA and how it relates to the mobile marketing industry.
  • 4. Regulation Of Mobile Marketing Government Industry Associations
  • 5. Telephone Consumer Protection Act Passed in 1991, The Telephone Consumer Protection Act (“TCPA”) regulates calls and texts made to consumers. The Federal Communications Commission (“FCC”) governs implementation of the TCPA. Simply, the TCPA allows consumers to collect damages for unsolicited telemarketing. Source: Cornell University Law School, 2013
  • 6. Automatic telephone dialing system • Common TCPA Terms Equipment which has the capacity to store/produce and dial telephone numbers using a random or sequential number generator Unsolicited advertisement • Any material advertising the commercial availability or quality of property, goods or services that is transmitted to a person without prior expressed invitation or permission Established business relationship • Source: Library of Congress, 2013 A relationship between a seller and consumer based on the consumer's purchase, rental, or lease of the seller's goods or services Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 7. Agenda 1. The Mobile Industry & The TCPA 2. October 16 Rule Changes 3. Potential Courses Of Action 4. Available Resources 5. Q&A Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 8. Effective October 16, 2013 Prior expressed written consent Revised TCPA Rules • • Established business relationship • • Source: Bloomberg Law, 2013 Unambiguous written consent required Before calling or texting a consumer, marketers must obtain a consumer’s written consent and signature No longer valid as an exemption from obtaining prior expressed written consent Selling to a consumer does not qualify as obtaining a consumer’s consent Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 9. E-Sign Act • Some TCPA Particularities • Unambiguous Consent • • • Source: Klein Moynihan Turco LLP, 2013 Electronic/digital signatures are valid Includes email, website form, text message, telephone keypad or IVR “Clear and conspicuous disclosure” required Advertiser bears the burden of proof KMT Best Practice: maintain each consumer’s written consent for at least four (4) years: the federal statute of limitations under the TCPA. Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 10. Re All we need is one hour. Mobile Marketing Compliance Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers. Follow-up to approve the plan and sign off on the creative. Source: Klein Moynihan Turco LLP Source: CTIA Playbook, 2013 Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 11. Agenda 1. The Mobile Industry & The TCPA 2. October 16 Rule Changes 3. Potential Courses Of Action 4. Available Resources 5. Q&A Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 12. Re All we need is one hour. For New Mobile Subscribers Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers. Follow-up to approve the plan and sign off on the creative. Source: Klein Moynihan Turco LLP Waterfall Action Items • • • • Crafting appropriate updates to the Terms & Conditions Working with clients to make any required updates to those pages we host on your behalf Providing appropriate language for clients to update their hosted pages Working with mobile industry’s regulators to eliminate ambiguity Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 13. Re All we need is one hour. For Existing Mobile Subscribers Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers. Follow-up to approve the plan and sign off on the creative. Source: Klein Moynihan Turco LLP No Clear Answer As Of Right Now • • Waterfall actively collaborating with the DMA and MMA to get the FCC to clarify 3 potential courses of action a. Opt-in with affirmative response b. Notification with opt-out c. Await further guidance Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 14. Re All we need is one hour. Opt-in With Affirmative Response Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers. Follow-up to approve the plan and sign off on the creative. Elements in the message • • • Highlight the TCPA changes Link to the new Terms & Conditions Require a reply to opt in to mobile list again Subscriber strategy • • • • Craft a compelling message Send multiple times Use Waterfall list segmentation to only send to those not on the new list Set up a trackable URL to monitor views of the Ts & Cs Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 15. Re All we need is one hour. Notification With Opt-out Instructions Let us know your marketing goals and strategy. We’ll provide a plan to catapult your mobile subscriber numbers. Follow-up to approve the plan and sign off on the creative. Elements in the message • • • Highlight the TCPA changes Link to the new Terms & Conditions Remind subscribers how to opt out Subscriber strategy • • • Craft a compelling message Send once Set up a trackable URL to monitor views of the Ts & Cs Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 16. Agenda 1. The Mobile Industry & The TCPA 2. October 16 Rule Changes 3. Potential Courses Of Action 4. Available Resources 5. Q&A Š 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 17. Consult Your Attorney This webinar is not, nor should it supplement, legal advice. Please personally consult an attorney for specific counsel about telemarketing legalities. The goal of this webinar is to provide information about the TCPA and how it relates to the mobile marketing industry.
  • 18. Further Research For online legal perspectives about the TCPA: Klein Moynihan Turco Morrison & Foerster Patton Boggs bit.ly/KMTonTCPA bit.ly/MorrisonFoersteronTCPA bit.ly/PattonBoggsonTCPA Contact support@waterfallmobile.zendesk.com (512) 270-6070 This document and contents Š Waterfall Mobile, Inc, 2013. Proprietary and confidential.