Course Outline

Module 1: Global Email Compliance Fundamentals

• Overview of GDPR, CAN-SPAM, and related global frameworks (ePrivacy, CASL).

• Key concepts: lawful basis for processing, consent, right to be forgotten.

• Tools: CRM compliance features in HubSpot, Mailchimp, Salesforce.
  Case Study: A compliance breach and its financial/brand impact.

Module 2: Consent Management & Opt-In Strategies

• Double opt-in vs single opt-in best practices.

• Managing unsubscribe requests and opt-out workflows.

• Consent tracking using OneTrust & CRM automation.
  Exercise: Configure GDPR-compliant opt-in forms in HubSpot.

Module 3: Email Content, Disclosures & Legal Requirements

• Required disclosures in marketing emails (headers, sender info, unsubscribe links).

• Prohibited practices (false subject lines, misleading claims).

• Using AI tools to review and flag non-compliant content.
  Case Study: Reviewing email campaigns for compliance gaps.

Module 4: Data Privacy, Security & Record-Keeping

• Storing and managing subscriber data securely.

• Duration of record retention and audit trail requirements.

• Data protection tools: TrustArc, secure CRM practices.
  Exercise: Build a compliance checklist for campaign managers.

Module 5: Compliance Monitoring, Reporting & Continuous Improvement

• Setting up compliance KPIs and dashboards in Power BI.

• Integrating compliance into marketing automation workflows.

• Independent audits and continuous monitoring.
  Capstone Project: Develop a compliance framework for an email marketing campaign.