Handle direct marketing opt-out and source requests
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the request received and the client's marketing and CRM records, log the request, generate the acknowledgement and the suppression instruction for every marketing channel and any third party the client facilitates marketing for, and, where the individual asks, prepare the response identifying the source of their personal information, all on the client's approved templates.
- What the lawyer must review
- Approve the templates, the suppression process and the response timeframe once at setup against APP 7, then decide any request where the client says identifying the source is impracticable or unreasonable.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the request received and the client's marketing and CRM records, log the request, generate the acknowledgement and the suppression instruction for every marketing channel and any third party the client facilitates marketing for, and, where the individual asks, prepare the response identifying the source of their personal information, all on the client's approved templates. |
| Lawyer | Approve the templates, the suppression process and the response timeframe once at setup against APP 7, then decide any request where the client says identifying the source is impracticable or unreasonable. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Confirm at setup that the process covers both stopping direct marketing and stopping facilitating marketing by others.
- Confirm suppression is applied to every channel and list, not only the one the request came through.
- Route any proposed refusal to identify the source to the lawyer.
- Check the output against the source documents named in it before it is relied on.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Response to a direct marketing opt-out or source request (APP 7.6 and 7.7) | Letter | AI use Yellow | Standard replies for an organisation that receives a request to stop direct marketing, to stop using or disclosing information to facilitate others’ marketing, or to name the source of the information: no charge, given effect within a reasonable period, and a handling record. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- OAIC: APP guidelines chapter 7, direct marketing · 2026-10-18
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.