Direct questions

18. Can we legally send automated quote follow-ups, SMS reminders and renewal emails?

The answer depends on the message’s purpose, whether it was requested and the recipient type—not on whether AI wrote it. Review service communications and marketing separately.

Message Practical legal distinction to assess
Confirmation of an existing appointment A factual service message may fall outside direct marketing
Appointment reminder containing a new-plan promotion Promotional content can make the message direct marketing
A quote the customer specifically requested Assess it as a solicited communication, not a blanket permission for future campaigns
Unsolicited marketing to an individual subscriber Consent or all applicable soft-opt-in conditions are needed
Unsolicited marketing to a corporate subscriber Different PECR consent rules apply; identification and opt-out requirements remain

These distinctions are set out in the ICO’s service-message and electronic-mail guidance. Sole traders and ordinary partnerships must not simply be treated as corporate subscribers. (ico.org.uk)

The products-and-services soft opt-in requires direct collection during a sale or sales negotiation, marketing of your similar products or services, and an opt-out opportunity both at collection and in subsequent messages. Having a telephone number in the CRM is not sufficient evidence. (ico.org.uk)

Our implementation recommendation is a permission record with the collection source, date, wording, permitted channel and subsequent objections. Suppression should be checked before each send, including messages already waiting in a sequence.

This is procurement guidance, not a substitute for reviewing your actual messages and collection process with a qualified adviser.

Sources cited on this page

  1. ico.org.uk ↗ico.org.uk
  2. ico.org.uk ↗ico.org.uk
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