Scorecard

When does quotation follow-up or a maintenance reminder become marketing?

Classify the actual message and audience before enabling the sequence. A scheduled-appointment notification and a message promoting a maintenance plan are not interchangeable: the ICO explicitly distinguishes factual service messages from communications containing promotional material. (ico.org.uk)

For marketing emails and texts, check the subscriber type and whether consent or an applicable soft opt-in supports the activity. Sole traders and some partnerships are treated as individual subscribers under the ICO’s guidance; “B2B” is not a sufficient classification on its own. (ico.org.uk)

The ICO says automated marketing calls that play recorded messages require specific consent. The reviewed guidance does not settle every possible conversational-AI configuration, so this desk recommends keeping outbound AI marketing disabled until the specific implementation has been reviewed; do not assume a synthetic conversational voice qualifies for the rules on human live calls. (ico.org.uk)

Acceptance requirement: test suppression after an objection, withdrawal, accepted quote, cancellation or other relevant status change. A technically successful message sent to the wrong person or at the wrong stage is not a successful workflow.

Sources cited on this page

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