This document is a compliance-oriented template and must be reviewed by a qualified U.S. attorney before publication. Replace all placeholders and verify that every statement accurately reflects the company's actual practices.
Legal
Electronic Communications and Marketing Notice
- Effective date
- [EFFECTIVE DATE]
- Last updated
- [LAST UPDATED DATE]
- Version
- v0.1-draft
This Electronic Communications and Marketing Notice describes how [LEGAL COMPANY NAME], doing business as AD•SCALE, sends electronic communications, including email, SMS, WhatsApp and voice calls, and how you can manage your preferences. It supplements our Privacy Policy.
01.Scope
This notice applies to communications sent by AD•SCALE to prospective customers, current customers, individual representatives of business customers, vendors and other contacts who provide their information through our website, sales process, onboarding, support channels or events.
02.Types of Communications
- Transactional/service communications: account, billing, security, onboarding, KYC and platform-status messages;
- Operational communications: changes to terms, policy updates, incident notifications and compliance notices;
- Marketing communications: newsletters, product updates, promotions, webinars, events and educational content;
- Sales follow-up communications: responses to lead forms and demo requests;
- Surveys and customer-experience messages.
03.Transactional and Service Communications
Transactional and service communications are not marketing and are necessary to provide the Services and meet our legal and contractual obligations. They cannot generally be opted out of while you maintain an account or active engagement, although you may close your account or terminate your engagement subject to the terms in your contract.
04.Marketing Communications and Consent
We send marketing communications based on a lawful basis, including your consent or our legitimate interest in promoting our Services to existing or prospective business customers, in line with applicable law. Where consent is required, we will request it at the point of collection (for example, via a clearly labeled opt-in checkbox) and you can withdraw consent at any time using the methods in Section 10. Pre-checked boxes are not used for marketing consent.
05.SMS, WhatsApp and Messaging
When you provide a phone number and opt in, we may send SMS or WhatsApp messages for the purposes you authorized (for example, lead follow-up, support, scheduling). Messages may be sent through an approved messaging provider. By opting in you confirm that the number belongs to you or that you are authorized to use it for business communications.
Reply STOP to opt out of marketing SMS or WhatsApp messages at any time. Reply HELP for help. Standard message and data rates may apply. We honor opt-outs promptly.
06.Phone Calls and Voicemails
We may place business calls to numbers you have provided in connection with a business relationship or where otherwise permitted by law. We respect federal and state do-not-call requirements applicable to our outreach.
07.CAN-SPAM and Equivalent Laws
For commercial email sent to U.S. recipients, we comply with the CAN-SPAM Act, including identifying the message as advertising where required, including a valid postal address, accurate header and subject lines, and a working opt-out mechanism that we honor within ten (10) business days. Equivalent rules apply for recipients in other jurisdictions (see Section 9).
08.TCPA and U.S. Calling/Texting Rules
We comply with the Telephone Consumer Protection Act (TCPA) and applicable Federal Communications Commission and state rules governing autodialed calls, prerecorded messages and SMS. Where prior express written consent is required for marketing calls or texts, we obtain it before sending.
09.CASL and International Recipients
For commercial electronic messages sent to recipients in Canada we comply with the Canadian Anti-Spam Legislation (CASL), including identification, consent and unsubscribe requirements. For recipients in other jurisdictions, we comply with the local rules that apply, including the EU/UK ePrivacy and GDPR direct-marketing requirements.
10.How to Opt Out
- click the unsubscribe link in any marketing email;
- reply STOP to a marketing SMS or WhatsApp message;
- tell us by replying to a sales or marketing message that you wish to be removed;
- email Privacy at
- manage cookie and tracking preferences via the cookie banner.
Privacy contact: [PRIVACY EMAIL]. Marketing-list contact: [SUPPORT EMAIL].
Opting out of marketing does not prevent us from sending transactional or service communications relating to an active account or engagement.
11.Frequency and Data Rates
Message frequency varies. Transactional messages are sent as needed. Marketing messages are sent at a frequency we consider reasonable and that you can adjust by opting out. Your carrier’s standard message and data rates may apply.
12.Service Providers
We use third-party providers to send and measure communications, including email providers, SMS/WhatsApp gateways, CRM systems and analytics. These providers process personal information on our behalf under appropriate contractual safeguards.
13.Complaints
If you believe you are receiving messages from us in error or that an opt-out has not been honored, contact [PRIVACY EMAIL]. You may also complain to a competent supervisory authority where applicable.
14.Changes
We may update this notice from time to time. The “Last updated” date at the top reflects the most recent revision.
15.Contact
Privacy: [PRIVACY EMAIL]. Support: [SUPPORT EMAIL]. Mailing address: [COMPANY ADDRESS], [CITY, STATE, ZIP CODE].