Rules
Campaign operations checklist after launch: monitor, pause, close out
A campaign operations checklist for after launch: monitoring, pauses, incidents, reconciliation, rights, suppression records and the closeout decision.
Desk
Policy Desk
Regulation, licensing and the obligations that apply to marketing operations and martech.
Costs
Which campaign operations mistakes only surface after launch?
Campaign operations mistakes include vague briefs, lost exclusions, wrong assets, late measurement, undocumented budget changes, and incomplete campaign closeout.
Reviews
Campaign operations questions: scope, ownership, briefs, launch readiness, metrics, completion
This guide answers campaign operations questions on scope, ownership, briefs, launch readiness, metrics, completion, evidence, controls, and reviews.
Reviews
Best customer data platforms for small teams: two finalists
Best customer data platforms for small teams: RudderStack Profiles versus Twilio Segment Unify, compared by operating model, identity resolution and exit.
Rules
CAN-SPAM rules every US automation workflow has to enforce
Workflow automation in the US must enforce CAN-SPAM on every send. Here is the FTC checklist for opt-outs, sender ID, addresses and subject lines.
Rules
Martech Workflow Automation for CCPA and CPRA
Martech workflow automation can enforce CCPA and CPRA consent, opt-outs, requests and retention across HubSpot, Marketing Cloud and Braze.
Careers
Marketing operations examples with the reasoning laid bare
Nine marketing operations examples, from HubSpot lead routing to Braze suppression, with the reasoning behind each campaign decision explained.
Rules
Three state breach notification laws and what they change in martech
Marketing operations and martech teams face three different breach notification clocks: California, New York and Texas. Here is what changes.
Rules
Texas healthcare marketing automation under HIPAA and state rules
Martech workflow automation in Texas healthcare must handle PHI under HIPAA and the Texas Medical Records Privacy Act, with BAAs and audit trails.
Rules
CASL consent, French language and unsubscribe workflows for US teams marketing to Canada
A workflow guide for US teams sending marketing to Canada: CASL consent records, implied consent expiry, French templates, unsubscribe handling and a checklist.
Rules
PIPEDA and CASL Consent Workflows for Marketing Automation
PIPEDA and CASL consent workflows decide what Canadian marketing automation can send, keep and prove. A guide to the federal rules, the records and the regulators.
Rules
What Quebec French Language Rules Mean for Marketing Automation Workflows
Quebec language rules for marketing automation workflows: how Bill 96 and the OQLF treat French prominence, disclosures, consent records, fines, and differences.
Guides
Campaign operations controls: charters, audiences, offers, assets, budgets
Practical campaign operations guide: charters, audience contracts, customer choice, offers, assets, claims, channel activation, contact rules, and budget ledgers.