Welcome to The Scoop!

Compliance issues relating to lead generation are changing the way all industries collect and record data-related information. Compliance is also changing the way marketers can communicate to their audiences.

The Personal Information Protection and Electronic Documents Act (PIPEDA) protects personal information and provides guidelines for the collection, use and disclosure of personal information.

“Ensuring your data is PIPEDA-compliant requires a solid data management process and commitment. Our clients depend on us to create, manage, and maintain good, clean data with auditable, flawless processes, including obtaining permissions.”
             Kate Taylor Co-President
             Kaleidoscope Marketing and Communications

Strategies on how marketers can protect customer information:

Develop a Data Management Plan that outlines your program goals and objectives, target audience and ROI projections.

Never collect personal information without permission. Your audience must be aware that the information they are providing will be retained, and understand and agree with how it will be used. For example, if you are planning to capture leads through a draw, contest or promotion, an “opt in” is an easy way to capture contact information with evidence that the recipient has agreed to be an active participant.

Communicate your Privacy Policy. Include your Privacy Policy on your website and refer to it in your customer communications.

Leverage opt-in marketing to bring potential customers to you. Online promotions and contests are excellent ways to engage your current customers and to obtain new customers through viral marketing. For example, Air Canada’s Great Migration Contest (www.thegreatmigration.ca) invites visitors to become the leader of a team of Canada Geese and to invite friends to join the fleet. As people register to join the team, they are represented by animated geese that fly out to join the leader. If a team member is slow to join, they receive an automated reminder email from their team leader.

Once the team is assembled, the entire fleet must answer trivia questions, which determine the number of ballots that are entered into the draw. At the end of the promotion, each member of the winning team receives a flight pass good for four flights anywhere in North America.

Kaleidoscope has a solid, proprietary data management process that is in full compliance with PIPEDA regulations and our data team has delivered targeted data-driven programs to clients for the past three years. For a FREE 1-hour information session on how you can build a solid data management program, contact Yvette at 416.932.2690.

In 2006, there were 7,778 identity theft complaints in Canada, resulting in a loss of $16,283,777. Almost half of complaints were from Ontario.*

18% of Canadians believe that they, or a member of their household, may have been a victim of identity theft at some point in time. Of this group, 26% of victims were university-educated.**

Canada does not currently have a law requiring notification of personal information breaches, however, under PIPEDA and Canadian provincial privacy legislation, individuals do have the right to ask businesses what personal information they have and how it is used.***

A study by Leger showed that 46% of business leaders believed the greatest future threat to their data security wouldn’t come from a malicious external attack, but rather from the hands of an uninformed employee. The respondents said that employees who accidentally download security-compromising viruses, spyware or adware pose a greater data security risk to a company than external agents, like hackers.****

*  
** 
*** 
****
Phonebusters, January, 2007
Strategic Counsel of Canada, June 2006
ITWorldCanada.com, 2006
Fusepoint/Sun Microsystems/Leger Marketing, November 2005
So - think that it can’t happen to you?

In response to growing concerns about identity theft, Citibank launched Citi Identity Theft Solutions™, a free service designed to provide its customers with the guidance and support necessary to help clear their names. To introduce the service, Citibank aired a series of television commercials in North America.
The commercials show ordinary-looking people speaking directly to the camera, except that their voices are replaced by those of the identity thieves. In them, an older woman recounts how she purchased mud flaps for her pickup truck, a dental hygienist describes how she went to a singles weekend in Tijuana and a body builder describes how he hit the mall, got hair extensions and headshots, and is now heading to Hollywood. Kate and Yvette will rate the ads according to the following system:
 
The Good - Smart, sophisticated, and sassy
The Bad - Uninspired, uninteresting and underwhelming
The Ugly - Off target, off colour and off putting

Yvette’s Rating: Good, but they missed the mark
Kate’s Rating: Good, but Bad….

[
Read their critiques ]


How you can protect your personal documents and information:


Most personal data is stolen from recycling boxes. Properly shred, rip or destroy any printed materials that have your name and address, account information, or credit card number.

What’s in your wallet? Do not carry your Birth Certificate, Passport or Social Insurance Card unless absolutely necessary and keep them in a secure location at home or in a safety deposit box.

Don’t throw your electronic data away. If you are reselling or disposing of a computer, ensure that all personal information, passwords, etc. are deleted by using overwrite software.

Pay attention to your mail. Make note of when your account statements arrive each month. If you miss a statement, or the statements stop coming, contact the company and Canada Post immediately.

Never assume that an online transaction is secure unless you see either a closed lock icon or an unbroken key icon in your Internet browser and the URL begins with https://. (the “s” means that you are on a secure server)

Never email a credit card number, and don’t leave the number on a voicemail.

If you think you might have been a victim of identity theft:


Report the crime to the police immediately. Ask for a copy of the police report so that you can provide documentation to the other companies that you will need to contact.

Close your bank accounts and open new ones. Get new bank cards with new PIN numbers.

Cancel your credit cards and get new ones. Ask whether anyone has attempted to open an account in your name or has tampered with your account. Ask them to flag your account. Report the theft to all major credit card companies, regardless of whether you hold an account with them.

Ask that your credit report be annotated to reflect the identity theft and check back after three and six months to ensure that no one has tried to use your identity again. Do not contact a “credit repair” company – most often, there is nothing they can do.

Get a new Driver’s Licence.

Contact your utility companies to ensure that no one has tried to open an account in your name.

If you suspect that you have been a victim of a telemarketing scam, contact Phonebusters at 
1-888-495-8501, www.phonebusters.com.

Sources:
MasterCard International, March 2006
The Office of the Privacy Commissioner, Government of Canada, April 2004


Kaleidoscope is developing an innovative product designed specifically for advisors to fulfill their marketing needs.

This program will help you build your book of business and deliver relevant marketing to your target audience.

We are holding a number of focus group sessions and would like to hear from you!

To participate in a focus group, please contact Yvette at YGauthier@KaleidoscopeResults.com.


Let Us Help You Grow Your Business

Contact us at:

416.932.2690
www.KaleidoscopeResults.com

Yvette Gauthier
ygauthier@KaleidoscopeResults.com


Kate Taylor
ktaylor@KaleidoscopeResults.com