THE FUTURE MARKETACADEMY
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School of Marketing

Email Campaigns: automations and segments

What you'll be able to do
  • Audit your list for consent under your country's anti-spam rules (Canada's CASL is the worked example) and sort every contact into "can email", "must ask again" or "do not email".
  • Organize your list with fields, tags and segments, so each message goes to the right people.
  • Build welcome and follow-up automations with triggers, delays, conditions and exit rules.
  • Keep every automation inside your country's anti-spam rules (Canadian example: CASL): consent, identification, unsubscribe and records.
  • Re-engage or remove inactive subscribers, and read the results of an automation.
  • Finish with a graded project you can show: a segmented list and two automations with a compliance checklist.

This course is education only. It is not legal advice. For your own business, check your country's official pages (see the In your country boxes; for Canada, the CRTC and Government of Canada pages in the Sources), and ask a lawyer if you are unsure.

Words in this course 45Open the Vocabulary Hall
01

Start with consent: audit your list

In simple words

Before you send notes to a whole class, you check who said "yes, please send me notes". Some said yes loudly, some only asked a question once, and some never said anything. Today you sort them into piles.

Key facts
  • Before this course: Email Marketing & Building a List (course 3.5). You should already have an email tool (an ESP), a sign-up form with consent wording (CASL wording in Canada), a welcome sequence idea and a footer with your name, address and unsubscribe link. Here we go one step deeper: automations and segments.
  • Rules differ by country. This course uses Canada's law as the worked example. Other countries' rules are in the In your country boxes (see In your country below).
  • CASL (Canada's Anti-Spam Legislation) covers commercial electronic messages. Section 6(1) says it is prohibited to send one unless the recipient agreed to receive it, expressly or by implication, and the message follows the content rules in s. 6(2) (CASL, s. 6).
  • Express consent: the person agreed, and it has no time limit unless they withdraw it (Government of Canada).
  • Implied consent applies only in certain cases and is generally time-limited. For an existing business relationship it can last up to 2 years after a purchase, and 6 months after an inquiry or application (CASL, s. 10; Government of Canada).
  • Proof: a person who claims they had consent must prove it (CASL, s. 13). Keep complete records of when, how and what the person saw.
  • Some messages do not need consent. For example, a message that only gives a quote the person asked for, or only completes or confirms a transaction they already agreed to, or gives warranty, recall or safety information, or gives factual notices about an ongoing account (CASL, s. 6(6)). A message that mixes these with promotion is a different matter, so do not add ads to receipts without checking.
  • Collecting email addresses is collecting personal information, so privacy law also applies (in Canada, PIPEDA or a provincial law).
Example (consent audit table)
ContactHow they joinedDateStatus
AnaTyped email into a form with empty tick boxJan 2026Express consent: can email
BenBought a kitMar 2025Implied, 2 years from purchase: ask for express consent before it ends
ChenAsked a question by emailApr 2026Implied, 6 months from inquiry: ask for express consent soon
DeeBusiness card at an event, no conversationUnknownNo proof: do not email until you get express consent
In your country
  • The CAN-SPAM Act does not require permission before the first marketing email. It does require honest From and subject lines, a clear statement that the message is an ad, a valid postal address and a clear way to opt out. Honour opt-outs within 10 business days, free of charge.
  • Texts and robocalls are stricter. Marketing texts sent with an autodialer to mobile phones need the person's prior express written consent under the TCPA (the FCC enforces it).
  • Source: FTC, CAN-SPAM Act compliance guide: www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-
  • Source: eCFR, FCC rule 47 CFR 64.1200 (robocalls and telemarketing, text as of 2026-11-01): www.ecfr.gov/api/versioner/v1/full/2026-11-01/title-47.xml?part=64&
  • Marketing material aimed at particular people counts as "direct marketing". That makes it processing of personal data under the Data Privacy Act of 2012 (RA 10173), so you need a lawful basis. Consent is one lawful basis.
  • Source: RA 10173 text: lawphil.net/statutes/repacts/ra2012/ra_10173_2012.html
  • Using personal information for marketing needs a lawful basis, usually consent (Personal Information Protection Law, in force 1 November 2021). Consent must be voluntary, clear and informed.
  • Ads sent to consumers must follow the Advertising Law (E-commerce Law).
  • Source: Personal Information Protection Law full text (CAC): www.cac.gov.cn/2021-08/20/c_1631050028355286.htm
  • Source: E-commerce Law full text (CAC): www.cac.gov.cn/2018-09/01/c_1123362506.htm
  • The Network Act (Art. 50) requires the recipient's express prior consent for ads sent by electronic means such as text and email. There are narrow exceptions, for example a seller advertising similar goods to someone who bought from it, within a period set by decree.
  • Sending between 9:00 pm and 8:00 am needs separate express consent.
  • Source: Network Act, English text (KLRI): elaw.klri.re.kr/eng_service/lawViewContent.do?hseq=55570
Step by step
  1. Export your list from your email tool as a spreadsheet (names can differ by version).
  2. Add four columns: How they joined, Date, Proof (a screenshot, form record or purchase record), Status.
  3. For each contact, write how they joined. If you cannot find out, write "unknown".
  4. Mark Status: Express consent, Implied (with the end date), or No proof.
  5. Make a list of everyone who is "No proof". Do not send marketing to them.
  6. Make a list of implied-consent contacts and write the date their consent ends (2 years after purchase, or 6 months after inquiry).
  7. Save the spreadsheet as your consent record and note where the proofs are stored.
  8. Check: every contact has a status, and every "can email" contact has a proof you could show.
Watch on YouTube
The basics of Canada's anti-spam law (CASL)PrivacyLawyer - David Fraser · YouTube · youtube.com

Videos by other creators on YouTube, for reference. They are not made by or affiliated with The Future Market.

LESSON 01Start with consent: audit your list
LESSON 01 / ANIMATED LESSON / AI VOICE00:00 / 01:00
Read the video script
[Host] "Before you build any automation, check who you are allowed to email."
[Text on screen: Express = no time limit. Purchase = 2 years. Inquiry = 6 months.] "Express consent does not expire. Implied consent from a purchase lasts up to two years, from an inquiry six months."
[Screen: spreadsheet with a Status column] "Make a list. For each person: how did they join, when, and what proof do you have?"
[Host] "If you cannot prove it, do not send it. Ask first."
Try it now

Run a consent audit on your list (or on a practice list of 10 made-up contacts). Mark each one Express, Implied (with end date) or No proof.

ClaudeStuck? Copy a ready-made prompt for Claude

Copy this, open Claude, paste it, and Claude will walk you through the lesson step by step.

For a grown-up: Claude is for adults (18+). Copy this, paste it into Claude, and use the answer to explain the lesson to your child.

I'm learning "Email Campaigns: automations and segments" on The Future Market. Lesson 1: "Start with consent: audit your list".

What the lesson teaches:
- Before this course: Email Marketing & Building a List (course 3.5). You should already have an email tool (an ESP), a sign-up form with consent wording (CASL wording in Canada), a welcome sequence idea and a footer with your name, address and unsubscribe link. Here we go one step deeper: automations and segments.
- Rules differ by country. This course uses Canada's law as the worked example. Other countries' rules are in the In your country boxes (see In your country below).
- CASL (Canada's Anti-Spam Legislation) covers commercial electronic messages. Section 6(1) says it is prohibited to send one unless the recipient agreed to receive it, expressly or by implication, and the message follows the content rules in s. 6(2) (CASL, s. 6).
- Express consent: the person agreed, and it has no time limit unless they withdraw it (Government of Canada).
- Implied consent applies only in certain cases and is generally time-limited. For an existing business relationship it can last up to 2 years after a purchase, and 6 months after an inquiry or application (CASL, s. 10; Government of Canada).
- Proof: a person who claims they had consent must prove it (CASL, s. 13). Keep complete records of when, how and what the person saw.
- Some messages do not need consent. For example, a message that only gives a quote the person asked for, or only completes or confirms a transaction they already agreed to, or gives warranty, recall or safety information, or gives factual notices about an ongoing account (CASL, s. 6(6)). A message that mixes these with promotion is a different matter, so do not add ads to receipts without checking.

The exercise I'm working on:
Run a consent audit on your list (or on a practice list of 10 made-up contacts). Mark each one Express, Implied (with end date) or No proof.

I'm stuck. Please:
1. Explain the main idea in plain, simple words with one everyday example.
2. Walk me through the exercise one small step at a time. Ask me what I've done so far before giving the next step.
3. Don't just give me the final answer. Help me do it myself, and check my work when I share it.
I'm a parent helping my child (about 8 years old) with a lesson called "Start with consent: audit your list" from the course "Email Campaigns: automations and segments".

Here's what the lesson says:
Before you send notes to a whole class, you check who said "yes, please send me notes". Some said yes loudly, some only asked a question once, and some never said anything. Today you sort them into piles.

The activity:
Run a consent audit on your list (or on a practice list of 10 made-up contacts). Mark each one Express, Implied (with end date) or No proof.

Please explain this so an 8-year-old understands: short sentences, a fun everyday example, and no hard words.
Then give me 3 simple questions I can ask my child to check they understood, and a way to do the activity together, one tiny step at a time.
Open Claude
Sources
My notes
02

Fields, tags and segments

This lesson is part of full access: every course and every level for one payment.

03

The welcome automation

This lesson is part of full access: every course and every level for one payment.

04

Follow-up automations (after a sign-up, inquiry or purchase)

This lesson is part of full access: every course and every level for one payment.

05

Anti-spam rules inside every automation (with Canadian examples)

This lesson is part of full access: every course and every level for one payment.

06

Re-engagement, list cleaning and consent expiry

This lesson is part of full access: every course and every level for one payment.

07

Measure, improve and ship your project

This lesson is part of full access: every course and every level for one payment.

++

Final project

This lesson is part of full access: every course and every level for one payment.

??

Quiz

  1. What are the two kinds of consent in Canada's CASL?

  2. Can implied consent from a purchase last forever?

  3. Can implied consent from an inquiry last forever?

  4. Who should prove consent if there is a complaint?

  5. What is the difference between a tag and a segment?

  6. Name the three parts of an automation.

  7. What is an exit rule?

  8. How soon must you act on an unsubscribe request?

  9. How long must your unsubscribe link and contact information stay valid after you send?

  10. Why is silence not consent?

  11. Why separate transactional and marketing emails?

  12. How do you calculate conversion rate for an automation?

EX

Final exam

This lesson is part of full access: every course and every level for one payment.

CE

Certificate

This lesson is part of full access: every course and every level for one payment.