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TRANSCRIPT
MAXIMIZE YOUR
EARNING POTENTIAL IN 2015
WORKING SMARTER TO IMPROVE YOUR PRODUCTIVITY
This workbook belongs to _________________________________________
Thank you for attending the SPRING 2015
REALTOR® MARKETING WORKSHOP
2 Customer Care: 1 877 757 4545
Table of Contents
ICE BREAKER .............................................................................................................................. 3
LEARNING OBJECTIVES ............................................................................................................. 3
YOUR BUSINESS ENVIRONMENT ................................................................................................ 4
ACTIVITY .................................................................................................................................... 5
FACTORS IMPACTING REAL ESTATE .......................................................................................... 6 YOUR CLIENTS ............................................................................................................................ 6 ECONOMY ................................................................................................................................. 6 LEGISLATION and RULES ........................................................................................................... 7 COMPETITION ............................................................................................................................. 7 TECHNOLOGY ............................................................................................................................ 8
BUSINESS INTELLIGENCE (BI) ..................................................................................................... 9
DEFINING BUSINESS INTELLIGENCE ......................................................................................... 10 The NESS Family ....................................................................................................................... 10
CASE STUDY ............................................................................................................................. 11
APPLYING BUSINESS INTELLIGENCE ........................................................................................ 12
YOUR TOOLKIT FOR SUCCESS .................................................................................................. 13
IN CONCLUSION...................................................................................................................... 17
CREATE EXCEPTIONAL HABITS................................................................................................. 18
IMPORTANT LINKS .................................................................................................................... 19
BRAIN TEASER .......................................................................................................................... 20
NEW rlpNetwork.com ............................................................................................................. 21
Overview OF ROYAL LEPAGE MARKETING CENTRE ............................................................... 22
PROFILE SET UP and ACCOUNT SETTINGS ............................................................................... 23 Profile ........................................................................................................................................ 24 Business Info ............................................................................................................................. 25 Account Settings ..................................................................................................................... 26 Manage Photos (NEW) ........................................................................................................... 27
CASL Support ........................................................................................................................... 28 RECEIVING CONSENT .............................................................................................................. 29
COMMON SCENARIOS ........................................................................................................... 30 Scenario A: Can the Marketing Centre help me comply with the consent/opt-in
requirements of the CASL law? ............................................................................................. 30 Scenario B: I have recipients who have provided consent via other means. How can I
set their address book entry to indicate that they’ve provided consent? .................... 31 Scenario C: How can I request express consent from a recipient who has provided
implied consent? .................................................................................................................... 33 Scenario D: How can I send email to recipients without setting the consent setting on
the address book entry? ........................................................................................................ 36
GOOGLE CALENDAR ............................................................................................................... 37 Settings ..................................................................................................................................... 37 Create an Event ...................................................................................................................... 38 Attach a File to a Calendar Event ....................................................................................... 39 Enable Weather Feature in your Calendar ......................................................................... 40 Create a Calendar ................................................................................................................. 41
Customer Care: 1 877 757 4545 3
ICE BREAKER
LEARNING OBJECTIVES
By the end of today’s session you will be able to do the following:
• Identify and explain the key factors that affect your business.
• Implement relevant strategies and practical tactics to address the
factors affecting your business.
• Leverage the resources offered via the new RLP network to increase
your productivity and help you grow your business.
“Success is neither magical nor mysterious. Success is the natural consequence of consistently applying the basic fundamentals.”
~ Jim Rohn (1930-2009) Entrepreneur
4 Customer Care: 1 877 757 4545
YOUR BUSINESS ENVIRONMENT
What factors directly affect your real estate business?
FILL IN THE BLANKS
ev-o-lu-tion noun
1. A process of continuous change.
________
_______
______ _________
__________
OBSER
VATIO
N
Customer Care: 1 877 757 4545 5
ACTIVITY
You have 5 minutes to answer the question assigned to you.
YOUR CLIENTS: How is today’s customer different from yesterday’s
customer?
ECONOMY: What economic factors affect real estate in your area?
LEGISLATION and RULES What recent changes to laws and regulations
affect your business?
COMPETITION: What new challenges have you identified?
TECHNOLOGY: How is technology affecting the way you do business?
1. Speaker name: ________________________________________________ _____
2. Topic:_______________________________________________________________
3. Your findings: _______________________________________________________
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OBSER
VATIO
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Your
Clients
Economy
Legislation Competition
Technology
6 Customer Care: 1 877 757 4545
FACTORS IMPACTING REAL ESTATE
YOUR CLIENTS
Demographics of buyers and sellers have changed
New comers to Canada
1st time home buyer is still 30-31 but in 2008 they were GEN X and
in 2014 they were MILLENNIAL
Better educated and informed
Great availability to information that only YOU had in the past,
e.g. all available listings
Expectations for immediate response and excellent customer service
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ECONOMY
Interest rates:
Effective Jan 2015 cost of borrowing is the lowest it has ever been
with 2.75% prime rate (down from 3%)
Unemployment rate and the job market:
Affects consumer confidence in buying a home (or buying
bigger)
Oil price; Canadian dollar value
New business; local industries
Media pessisism and misinformation creates insecurity and fear in
individuals
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OBSER
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Customer Care: 1 877 757 4545 7
LEGISLATION and RULES
Changing mortgage rules have reduced overall amortization from 40
years (2012)
25 year maximum amortization for insured mortages (over 80%
loan-to-value)
30 year maximum amortizition for non insured mortgages (80%
and lower loan-to-value
Government legislation changes have changed the way you can
legally contact a client
Canadian Anti-Spam Legislation (CASL)
Do Not Call List (DNC), Financial Transactions
Reports Analysis Centre of Canada (FINTRAC)
Real estate board rules
Company/franchise rules (Royal LePage specific)
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COMPETITION
80% increase in number of REALTORS® since 2000. (60,000 REALTORS ®
in 2000 to over 108,000 REALTORS® in Q1-2014)1
Increase in discount brokerages resulting in pressure to reduce
commission rates
For Sale By Owner (FSBOs) offering flat fee postings on MLS
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1 1 The Huffington Post Canada /Daniel Tencer /May 13, 2014 and Financial Post /Garry Marr /May 9, 2014
OBSER
VATIO
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8 Customer Care: 1 877 757 4545
TECHNOLOGY
Can save you time but you have to find the time to learn and stay
current on always changing technology
Everyone has a smart phone
Making your office is anywhere you are, anywhere in the world
Word of mouth is now instant
People can post their opinion of you on social media (Twitter,
Facebook, Google +); thus, reaching a larger audience
immediately
Paperless real estate and client interaction:
Docusign2, Faltour3
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2 DocuSign is the official preferred eSignature partner for Royal LePage agents and Brokers. The DocuSign Professional
eSignature solution is available at member-only pricing and is backed by industry leading technology. 3 Faltour is an electronic document and transaction management solution that will allow you to transform your real estate office into a paperless office
Your
Clients
Economy
Legislation Competition
Technology
OBSER
VATIO
N
Customer Care: 1 877 757 4545 9
BUSINESS INTELLIGENCE (BI)
Business Intelligence4 (BI) is: the methods and tools a company uses to
analyze the abundance of available data and transform that data into
meaningful and useful information that can then be used to create
business strategies and make effective business decisions.
As the real estate environment is constantly evolving, BI helps to make
sense of the information coming at you. BI ensures you have the right
mindset and apply the appropriate techniques in order to master the
relationship between the factors that affect your business and the tools
and resources you have available to you – to create an end result of a
strong business that is successful and sustainable, regardless of what
challenges come their way.
4 http://en.wikipedia.org/wiki/Business_intelligence
ANALYSIS
10 Customer Care: 1 877 757 4545
DEFINING BUSINESS INTELLIGENCE
The NESS Family
In order to apply the
principles of BI to your
business, we created the
NESS family: the 5 attributes
you need to achieve and
maintain success regardless
of the conditions.
The NESS family is interdependent; you
cannot practice one without practicing
all; each one needs all the rest, in order
for this principle of Business Intelligence
to be effectively applied to YOUR
business.
The NESS family begins with being OPEN.
OPENNESS is having an open mindset and a willingness to know what’s
going on so the rest of the decisions are not biased and flawed.
Commercial AWARENESS: refers to the knowledge and understanding of
past and present business and industry trends in order to predict the
impact those trends will have on your business.
PREPAREDNESS: is a state of readiness where you set your goals and
prepare a strategy.
RESPONSIVENESS: is the ability to react and execute your strategy to
changed and/or changing conditions in your business environment.
RESOURCEFULNESS: is the process of selecting the tools/resources to
achieve the goal based on your strategy.
ANALYSIS
Customer Care: 1 877 757 4545 11
CASE STUDY5
As hindsight is 20/20 – and we know that Target failed in its attempt to
expand into Canada – we can use Target as an example of what not to
do. Target did not apply the principle of Business Intelligence in their
strategy and execution in entering the Canadian marketplace.
Target based their entire expansion into Canada on their US business
model and was never OPEN to the reality of the Canadian marketplace.
Because they lacked the openness, everything else they did was biased
and ultimately flawed.
Canada is demographically and regionally different than the US and
Target did not take the time to study and learn the Canadian consumer in
order to build a business plan appropriate to the Canadian marketplace;
therefore, they were not prepared for Canadian culture. For example,
they were the only grocery store NOT to offer Thanksgiving Day discounts.
Target spent $4.4 billion to expand into Canada and after less than two
years, they are pulling out of Canada with more than $2 billion in losses.
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5 http://www.businessinsider.com/why-target-canada-failed-2015-1#ixzz3QnnzB4zD,
http://www.cbc.ca/m/news/business/why-walmart-hit-the-bull-s-eye-target-missed-don-pittis-1.2953861
ANALYSIS
12 Customer Care: 1 877 757 4545
APPLYING BUSINESS INTELLIGENCE
How do you ensure you’re not the Target of tomorrow?
By taking inventory of what you need to put in place to face the constant
evolution of the factors that affect your business. You are going to ask 5
questions – one for each factor that affects your business – in order to
strengthen your business so you can maximize your earning potential.
1. Your Clients – How do you ensure you have an accurate
understanding of your client?
2. The Economy – What resources do you leverage to ensure you know
what’s happening in your market?
3. Legislation – What tools and resources do you have to ensure you’re
compliant?
4. Competition – How do you stay strong in a competitive market?
5. Technology – How do you ensure you’re using the most relevant
tools?
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Your
Clients
Economy
Legislation Competition
Technology
ANALYSIS
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YOUR TOOLKIT FOR SUCCESS
1. Your Clients:
Training so you’re seen as trusted source of information
REALTOR® Marketing Workshop
Learning Services’ Webinars
Partnerships with industry leaders to give you tips and tricks to give
your client an exceptional and unique experience
Brian Buffini
Chris Leader
Access to industry specific designations to become an expert in
specific client segments
Certified Luxury Home Marketing Specialist, (CLHMS)
Seniors Real Estate Specialist (SRES)
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TOOLS
14 Customer Care: 1 877 757 4545
The Economy:
Royal LePage had over 422 million
media impressions6 in 2014
royallepage.ca
INFO & ADVICE section to
stay up on housing market
news, relevant reports,
surveys and statistics
Your local and provincial real
estate board website and CREA
website
Canadian Mortgage and Housing Corporation7
Offers objective housing research and advice to Canadian
governments, consumers and real estate industry
First-Time Homebuyers’ Report
Follow Industry leaders on social media;
@PhilSoper
@Genworth
@HomeWithCMHC
@Royal_Lepage
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6 MEDIA IMPRESSION: is the number of people who see an article, watch something on television or read something on a
web page, blog or social media.
7 https://www.cmhc-schl.gc.ca/en/corp/about/index.cfm
TOOLS
Customer Care: 1 877 757 4545 15
2. Legislation and Rules
Marketing Centre is CASL compliant
rlpNetwork.com > Marketing section
CMHC/Genworth sites and Social Media feeds
Updates from your broker
Your local, provincial and national (CREA) real estate board
websites
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3. Competition:
Leverage the Royal LePage brand
Use our marketing collateral
100% Canadian
Shelter Foundation – only Canadian real estate company to
that has its own charitable foundation; 100% of the proceeds
go directly to the cause and stay local
In business for over 100 years – values of perseverance and
innovation
Referral directory for leads and networking
Section to input information that is only visible to the Royal
LePage network
Utilize Google: Google + , Apps
We are currently the only company on the planet that has
incorporated Google tools into its intranet (rlpNetwork.com)
site
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TOOLS
16 Customer Care: 1 877 757 4545
Technology:
Royal LePage iOS app, royallepage.ca and mobile website
Google productivity tools sharing, collaborating, communities
rlpNetworkRLP:
Marketing Centre: web apps, responsive slide shows
ClientClick: innovative website solution that stays ahead of the
technology curve
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TOOLS
Customer Care: 1 877 757 4545 17
IN CONCLUSION
In this workshop, we identified five key factors that affect the real estate
environment, i.e. YOUR BUSINESS. Those five factors were: your clients, the
economy, changes in legislation, competition and technology. We
discussed each factor in detail and, we identified that the one thing that
all these factors have in common is that they are constantly changing
and evolving. Next, we introduced you to the principle of Business Intelligence, the
methods and tools you use to analyze the abundance of data that is
available to you, and turn it into meaningful and relevant information that
you then use to create business strategies and make effective business
decisions. To facilitate the application of Business Intelligence into your
business, we introduced you to the
NESS family: OPENNESS, AWARENESS,
PREPAREDNESS, RESPONSIVENESS and
RESOURCEFULNESS. By applying
Business Intelligence using the NESS
family, we help you maximize your
earning potential and strengthen
your business by ensuring you have
the right mindset and apply the
appropriate techniques in order to master the relationship between the
factors that affect your business and the tools and resources you have
available to you.
Then, we showed you how Royal LePage fulfills its promise to help you
maximize your earning potential by introducing you to the brand new RLP
network and took you step-by-step in showing you specific business tools
and resources you have available to you to address your ever changing
real estate environment, so you are prepared – no matter what comes
your way. Lastly, we introduced you to concept of developing EXCELLENT HABITS to
ensure you stay open in order to practice commercial awareness, be
adequately prepared for what comes your way and respond timely and
accurately with the appropriate tools and resources.
18 Customer Care: 1 877 757 4545
CREATE EXCEPTIONAL HABITS
DAILY:
Log into rlpNetwork.com every single day to get an update of the
factors that affect the real estate environment.
YOUR CLIENTS:
Register for the next Sales Success webinar via
royallepage.ca/training
Listen to past webinars
ECONOMY:
Royal LePage Leading Edge newsletter
o royallepageleadingedge.ca and click follow to receive daily
blog updates by email (daily media monitoring)
LEGISLATION and RULES:
Use the Marketing Centre to get consent from your clients
Create and distribute your marketing material via the Marketing
Centre
COMPETITION:
Google Apps and Google Communities via rlpNetwork.com
TECHNOLOGY:
Register for the next Building Your Tech Toolkit webinar on
royallepage.ca/training
Listen to past webinars
Customer Care: 1 877 757 4545 19
IMPORTANT LINKS
rlpnetwork.com
royallepage.ca/training
royallepage.ca/gonegoogle
http://royallepageleadingedge.ca
“Now is a time to embrace the emerging technologies that we provide you through Royal LePage tools and services.”
~ Phil Soper) Entrepreneur
20 Customer Care: 1 877 757 4545
BRAIN TEASER
Customer Care: 1 877 757 4545 21
NEW rlpNetwork.com
rlpnetwork.com
The new RLP network was designed with the attributes and habits of a
great REALTOR® in mind. By adopting an OPEN mindset and making it
your daily hub, it can help you to be AWARE of your environment,
PREPARED for what comes your way, thus RESPONSIVE with the
appropriate TOOLS and RESOURCES.
The first time you sign in to the new RLP network, you will be asked to
choose 3 security questions.
22 Customer Care: 1 877 757 4545
Overview OF ROYAL LEPAGE MARKETING CENTRE
The Royal LePage Marketing Centre is a unique toolset that offers you a clear marketing
advantage with hundreds of professionally designed templates, stock images and
newspaper articles. It centralizes all of your digital, online and traditional print marketing
in one place. It also facilitates the creation and distribution of these materials across
devices to maximize your productivity while on the go. Always evolving, the Marketing
Centre is truly an end to end solution designed to help you prospect, market your
listings, and keep in touch with current, prospective and past clients.
To Access the Marketing Centre
1. Go to www.rlpnetwork.com and enter your Username and Password.
2. Hover over the Marketing tab and click on Marketing Centre.
3. Click Launch Marketing Centre.
To Navigate the Marketing Centre
There are 5 main tabs in the Marketing Centre:
Home: Provides an overview of some of your most recent projects and gives you
the option to create and/or search for new projects.
Projects: All your past completed projects are located in this section.
o New to Old: Sort your projects from the most recently created to the
oldest.
o A to Z: Locate a past project by file name and sort past projects by first
letter.
Designs: All available
Marketing Centre templates
are located in this section.
Campaigns: Allows you to
create on-going
(automated) email
communication campaigns
for distributing any of your
Marketing Centre projects.
Contacts: An on-line
address book integrated
into the Marketing Centre,
allowing you to create,
import/export, group contacts and email projects directly from the Marketing
Centre.
5 tabs
Customer Care: 1 877 757 4545 23
PROFILE SET UP and ACCOUNT SETTINGS
In this section of the Marketing Centre, you are able to update your contact, business,
account setting and photo information. The information (profile and business) you enter
in this section will be displayed on each project you create in the Marketing Centre.
Please note: the information that you enter in this section is NOT the information that
appears on your www.royallepage.ca profile.
NOTE: A field with a * next to it indicates a required field; therefore, information must be
entered into these fields in order to proceed.
To Access the Marketing Centre
1. Go to www.rlpnetwork.com and enter your Username and Password.
2. Hover over the Marketing tab and click on Marketing Centre.
3. Click Launch Marketing Centre.
4. At the top right side of the webpage, click on the drop-down menu next to your
name. The drop-down options are as follows:
Profile
Business info
Account Settings
Manage Photos
Log Out
24 Customer Care: 1 877 757 4545
Profile
The Profile section allows you to edit your personal information, including a profile photo
that will appear on each project you create in the Marketing Centre.
1. Click Profile from the drop-down menu under your name.
2. Input and/or verify the following personal contact information as you would like it
to appear on the projects you create in the Marketing Centre:
a. First, Middle and Last Name.
b. Title, e.g. Sales Representative, Broker, etc.
c. Your main contact telephone number in Phone 1* field;
i. Click on the field (box) next to the phone number and use the
drop-down menu to indicate the type, for each phone number,
e.g. cellular, office, fax, etc. OR you can type in your own
description.
d. Any additional telephone and/or fax number in Phone 2 and Phone 3
fields.
e. Website Address, e.g. www.royallepage.ca. or if you have your own
website, enter it here.
f. Email Address* (this is a required field).
3. To upload your individual or team photo, click Click to Upload.
4. Select applicable photo and follow the instructions to upload (and edit) your
photo.
5. Once updates are complete, click Save.
Customer Care: 1 877 757 4545 25
Business Info
The Business Info section allows you to edit your business address information that will
appear on each project that you create in the Marketing Centre. You can also select
your brokerage logo to appear on your projects.
1. Click Business Info from the drop-down menu under your name.
6. Input and/or verify the following business information as you would like it to
appear on the projects you create in the
Marketing Centre:
a. Company Name* (name of
brokerage).
b. Street 1* (company street address).
c. City* (city of your company street
address).
d. Province* select province from the
drop-down menu.
e. Postal Code* (company postal
code).
f. Country - enter CA.
2. To select your brokerage logo, click on
Choose from Library. If you do not wish to
use your brokerage logo, the default is the
standard Royal Lepage logo.
a. Click on the logo you would like to use and click Select and Close.
3. Once updates are complete, click Save.
26 Customer Care: 1 877 757 4545
Account Settings
Account Settings allows you to set preferences for URL length, time zone and a
language preference for designs that you want to see displayed by default in the
Design Gallery.
1. Click Account Settings from the drop-down menu under your name.
2. Select your preferences for the following settings:
a. Use a Bit.ly short URL when sharing projects: click the drop-down menu and
select Yes if you prefer to use a shortened link (URL) when uploading
projects to a website. (Some websites, such as Twitter allow for only 140
characters when posting a tweet; therefore, a shortened URL would save
character space.) If you don’t have a preference, select No Preference.
b. Send email only to recipients who’ve given consent: to set up your account
so that email from your account is sent ONLY to recipients who have
provided consent/opted-in to receive email from you, click the drop down
menu and select Yes.
c. Time Zone: select your city’s applicable time zone from the drop-down
menu or select No Preference.
NOTE: If you select No Preference, the default time zone is Pacific. This is important
to know when you are scheduling future delivery of projects, as the time you
choose will be based on the Pacific time zone.
d. Language: to select a language preference for the Marketing Centre
projects, click the drop-down menu and select English or French. If you
don’t have a preference, select No Preference. If you select English, all of
the French and bilingual designs will be hidden and you will not see them in
your available choices for projects. If you select French, you will see ONLY
the French templates, etc.
3. Once updates are complete, click Save.
Customer Care: 1 877 757 4545 27
Manage Photos (NEW)
Manage Photos allows you to view, upload and manage your entire photo/image
collection in the Marketing Centre. You can access your photos outside of being in a
specific project or template; thus, simplifying the process of managing your photos.
Users can also create Photo Albums, which are separate from and in addition to project
photos and the Photo Library.
1. Click Manage Photos from the drop-down menu under your name. The default
view is Project Folders, which contains photos that have been added to previous
or existing projects.
2. Click Albums to create a new collection of
photos (Album), and/or to view or edit
existing Albums.
3. Click Favorites for quick access to images
that you have previously marked as a
Favorite.
Inserting Photos into a Project
When creating a new project or editing an
existing project, you can access the Photo Library, which are stock images available to
you for use in your projects, as well as YOUR own library of photos.
1. Click Add Photos.
2. Select the location of your photos and click on that icon.
28 Customer Care: 1 877 757 4545
CASL Support
The Canada Anti-Spam Law (CASL) came into effect on July 1, 2014. This legislation
applies to businesses in Canada and the use of email and other forms of electronic
messages for marketing purposes. It specifies the terms in which it is acceptable to send
a commercial electronic message (CEM) to a recipient based on his/her consent
status.
CEMs include all forms of electronic communication such as e-mails, texts and certain
messages sent via social networking that encourage participation in a commercial
activity. This includes advertisements, offers or promotions relating to the purchase or
sale of goods or services, as well as information about a business or investment
opportunities.
The Marketing Centre has added the following features that are in support of Canada’s
Anti-Spam Legislation8:
Send an email request for express consent to a recipient in your Address
Book. You can use the Request Consent email template to solicit express
consent from select contacts in their Address Book. The recipient’s response, or
lack of response, will create a record of consent in the system.
Add an entry to your Address Book to indicate that a contact has provided
implied consent. You can set a predefined expiry period for this implied consent,
e.g. 3 months, 6 months, 1 year, etc., in accordance with CASL.
Manage your email communications based on consent status. You can enable
a setting in your User Profile that ensures you send emails only to recipients who
have provided implied or express consent.
8 Important: This functionality is designed to help agents comply with CASL, but it does not guarantee compliance. The consent/opt-in
requirements are only one element of the law. For more information, go to fightspam.gc.ca
Customer Care: 1 877 757 4545 29
RECEIVING CONSENT
Express Consent
Express consent is defined as: the recipient has been asked for explicit consent to
receive CEMs and has responded affirmatively.
Requests for consent and most CEMs must meet prescribed form, content and
unsubscribe requirements as listed below:
Must include the identity and contact information of the sender.
Must include a clear description of the purpose for which consent is being
sought.
Contact information provided in the CEM must remain valid for 60 days from the
date it is sent.
Requests to unsubscribe must be acted upon within 10 days of receipt.
Express consents (verbal or written) must be opt-in.
Express consents that are received need to be tracked in order to prove that the
sender has obtained the required consent to send a recipient a CEM.
Implied Consent
The following messages do NOT require consent as consent is implied:
The sender and recipient have been in a business or non-business relationship in
the two years preceding the message.
The recipient has conspicuously published his or her electronic address without
restriction and the message relates to the person's job or business.
The recipient disclosed his/her electronic address to the sender without
indicating a wish not to receive unsolicited messages.
The message is relevant to the person's business, role, functions or duties in a
business or official capacity.
Exemptions
The following types of commercial electronic messages do NOT require consent:
Within a business, e.g. franchisor to franchisee; broker to agent.
Between businesses that have an on-going business relationship and concern
the affairs of the organization or the person's role.
Between family members or persons with whom you have a personal
relationship.
Amongst employees of an organization.
Communications between employees of two separate organizations that have
a relationship, e.g. two brokerages that are cooperating on a sale.
A response to an inquiry or application.
Messages sent to enforce a legal right.
30 Customer Care: 1 877 757 4545
COMMON SCENARIOS
Scenario A: Can the Marketing Centre help me comply with the consent/opt-in requirements of
the CASL law?
Scenario B: I have recipients who have provided consent for me to email them via
other means. How can I set their address book entry to indicate that they’ve provided
consent?
Scenario C: How can I request express consent from a recipient who has provided
implied consent?
Scenario D: How can I send email to recipients without setting the consent setting on
the address book entry?
Scenario A: Can the Marketing Centre help me comply with the
consent/opt-in requirements of the CASL law?
Yes. You can set up your account so that email from your account is sent only to
recipients who have provided consent/opted-in to receive email from you.
1. Log into the Marketing Centre
2. Click the drop-down menu next to your name and select Account Settings.
3. Click the drop-down menu under Send email only to recipients who’ve given
consent and click Yes.
4. Click Save. The Marketing Centre will now send emails to contacts who have
provided consent.
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Scenario B: I have recipients who have provided consent via other
means. How can I set their address book entry to indicate that
they’ve provided consent?
1. Follow the instructions in Scenario A:.
2. Click Contacts.
3. Click on the name of the contact. The system will open the contact details.
4. Click +Show Advanced Options
5. Under Consent History, click +Request Consent.
6. Click Manually Enter Consent.
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In the box labeled How did you obtain consent? enter a note that details how you
received consent, e.g. "Recipient provided email address in guest book at open house"
or "I sold their previous home."
1. Click the drop-down menu next to Expires in, and set and expiration period. (You
are required to set an expiration period for implied consent; you are not required to
set an expiration date for express consent).
2. Click Save Consent.
3. Click Save.
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Scenario C: How can I request express consent from a recipient who
has provided implied consent?
1. Follow the instructions in Scenario A:.
2. Click Contacts.
3. Click on the name of the contact. The system will open the contact details.
4. Click +Show Advanced Options
5. Under Consent History, click +Request Consent.
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6. Click Send Email.
7. The system will display a message confirming that your request has been sent.
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The recipient of the consent request will have three choices:
1. The recipient can ignore or delete the email. No changes will be made to your
Marketing Center address book. You will be able to send them another consent
request in the future.
2. The recipient can click a link in the consent-request email to provide express
confirmation that they want to receive email from you. The link will take them to a
web page where they can confirm their consent. When that is done, the address
book entry for the recipient will be updated, and the consent expiration period will
be changed to never expire.
3. The recipient can click the Unsubscribe link in the consent-request email. If they
choose to unsubscribe, you will no longer be able to send email (including
additional consent requests) to their email address from your Marketing Center
account. There are no Marketing Center settings to override a recipient's wish to
unsubscribe. Only the recipient can choose to re-subscribe.
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Scenario D: How can I send email to recipients without setting the
consent setting on the address book entry?
If you have recipients who have provided implied consent to receive email from you,
and you'd like to send email to them from your Marketing Center account without first
having to set the consent on their address book entry, follow these steps:
1. Log into the Marketing Centre
2. Click the drop-down menu next to your name and select Account Settings.
3. Click the drop-down menu under Send email only to recipients who’ve given
consent and click No.
4. Click Save.
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GOOGLE CALENDAR
Google Calendar helps you to organize your schedule and keep track of life events –
business, personal, home – all in one place. You can also create a calendar specifically
for pop-bys, open houses, family events, or any other activities you want to see in one
place.
This tool will help you to be AWARE of what is coming your way so you can be PREARED
and RESPOND timely and accurately.
You can set up your Google Calendar to send you a daily email at 5:00am with a list of
that day’s events.
Settings
You can change your settings for Google Calendar, including time zone, location,
weather alert, date format, time format, notifications and so much more. Please note,
in order to get notifications, you must use Google Chrome as your browser.
1. Open Google Calendar on a computer.
2. Click and select Settings.
3. Scroll through the setting options and set your options. The complete list of settings
are as follows:
a. Language:
b. Country:
c. Your current time zone:
d. Date format:
e. Time format:
f. Default event duration:
g. Week starts on: select the day you want your week to begin, e.g. Monday
h. Working hours:
i. Event dimming:
j. Show weekends: decide whether you want weekend events to show up
on your calendar
k. Default view:
l. Custom view: create an additional customized view, e.g. 3 days, 4 days
m. Location: you must set the location in order to activate the weather
function
n. Show weather based on location: weather will show up on current day
and next three days
o. Alternate calendar:
p. Enable keyboard shortcuts:
4. Then click Save.
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Create an Event
There are a couple ways to create an event in Google Calendar.
Quick Add:
1. Open Google Calendar on a computer.
2. Click an empty day or time on your calendar.
3. In the pop up box, enter the name of your event and a start time (optional). For
example, enter Dinner at 7pm and click Enter or click Create event.
4. Click Edit event to edit the time, add more details, edit notifications, or invite people
to your event.
Use the Create button:
You can also create an event by quickly clicking the button.
1. Open Google Calendar on a computer.
2. Click the Create button in the top left corner.
3. Enter the name of your event.
4. Edit the date or time of your event. You may need to uncheck the box for All day to
add a start time.
5. If you have multiple calendars, you can choose which calendar to add your event
to by clicking the Calendar drop-down menu.
6. If you'd like, you can add more details, edit notifications, or invite people to your
event.
7. When you're done, click Save.
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Attach a File to a Calendar Event
Attaching a file to a calendar event is a little different from attaching a file to an email
message. When you attach a file to a calendar event, the file gets uploaded to
Google Drive and is linked from there. Therefore, recipients (or guests) of the calendar
invitation must be given permission to the attachment through Google Drive. Otherwise,
the document will be inaccessible to guests of the calendar invitation.
1. Click on your event.
2. Click Edit Event.
3. Next to Attachment, click Add attachment
4. Select one of the following options:
a. Choose a file from My Drive and then click the Select button
b. click Upload (on the left) to upload a file from your computer
5. Click Select files from your computer.
6. Select the desired file, and then click Upload. The system will show you the
document(s) that you attached in the Attachment section.
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Enable Weather Feature in your Calendar Google Calendar's weather feature displays the weather forecast directly in your
calendar to make it easier to plan upcoming events. Once the Weather feature is
enabled in your Google Calendar, you'll be able to view the four-day forecast,
including the expected highs and lows for each day.
1. Click and click Settings.
2. Click the General tab.
3. Scroll down to Location: and enter a city and province, e.g. Toronto, ON or the
postal code (with or without space).
4. In the Show weather based on my location, click the radio button of the way you
want the temperature to display, Celsius or Fahrenheit
5. Click Save.
6. This icon will appear on the top right hand corner of today (and the following
three days). The icon serves as a visual representation of the forecast for that
particular day.
a. Click on the icon to display the temperature OR
b. Hover and the forecast will also display.
Select one
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Create a Calendar
You can create a new calendar and invite other people to view or edit it. When you
create an event, you'll see an option to choose which calendar to add the event to.
Note: You can only create a calendar and edit its sharing settings from a computer, not
the mobile app.
1. In Google Calendar click the drop-down arrow next to My calendars and click
Create a new calendar.
2. Enter a Calendar Name: so it is easy identifiable.
a. Description: optional field
b. Location: optional field
3. Under Share with specific people, add the email address of the person(s) you want
to share the calendar with.
4. Click Create Calendar.
5. Once you click Create calendar, the person you shared your calendar with will get
an email invitation to view your calendar. If they click the link in the email, your
calendar will be added to their Other calendars list.