---
title: "Handle direct marketing opt-out and source requests"
url: "https://ailawframework.com/practice/privacy-data-protection-and-cyber/handle-direct-marketing-opt-out-and-source-requests"
type: "task"
site: "AI Law Framework"
id: "A25-Y20261018-8"
practice_area: "Privacy, Data Protection & Cyber"
tier: "green"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Handle direct marketing opt-out and source requests

> 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…

Canonical page: https://ailawframework.com/practice/privacy-data-protection-and-cyber/handle-direct-marketing-opt-out-and-source-requests  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Privacy, Data Protection & Cyber](https://ailawframework.com/practice/privacy-data-protection-and-cyber.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: 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 does: 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.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Confirm the instructions, the jurisdiction and the complete relevant material before starting.
2. Confirm at setup that the process covers both stopping direct marketing and stopping facilitating marketing by others.
3. Confirm suppression is applied to every channel and list, not only the one the request came through.
4. Route any proposed refusal to identify the source to the lawyer.
5. Check the output against the source documents named in it before it is relied on.

## Notes

- 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.

## Sources

- [OAIC: APP guidelines chapter 7, direct marketing](https://www.oaic.gov.au/privacy/australian-privacy-principles/australian-privacy-principles-guidelines/chapter-7-app-7-direct-marketing) (checked 2026-10-18)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Response to a direct marketing opt-out or source request (APP 7.6 and 7.7)](https://ailawframework.com/precedents/privacy-data-protection-and-cyber/direct-marketing-opt-out-and-source-request-response.md) | Letter | 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… |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/privacy-data-protection-and-cyber/handle-direct-marketing-opt-out-and-source-requests/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*