{"id":9828,"date":"2024-12-05T13:11:45","date_gmt":"2024-12-05T19:11:45","guid":{"rendered":"https:\/\/activeprospect.com\/blog\/\/"},"modified":"2025-04-14T03:49:28","modified_gmt":"2025-04-14T08:49:28","slug":"tcpa-updates-checklist","status":"publish","type":"post","link":"https:\/\/activeprospect.com\/blog\/tcpa-updates-checklist\/","title":{"rendered":"Preparing for the FCC&#8217;s TCPA updates: A comprehensive checklist for marketers"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"448\" src=\"https:\/\/activeprospect.com\/wp-content\/uploads\/2022\/08\/checklist_blog-1-1024x448.jpg\" alt=\"\" class=\"wp-image-5815\" srcset=\"https:\/\/activeprospect.com\/wp-content\/uploads\/2022\/08\/checklist_blog-1-1024x448.jpg 1024w, https:\/\/activeprospect.com\/wp-content\/uploads\/2022\/08\/checklist_blog-1-300x131.jpg 300w, https:\/\/activeprospect.com\/wp-content\/uploads\/2022\/08\/checklist_blog-1-768x336.jpg 768w, https:\/\/activeprospect.com\/wp-content\/uploads\/2022\/08\/checklist_blog-1-1536x672.jpg 1536w, https:\/\/activeprospect.com\/wp-content\/uploads\/2022\/08\/checklist_blog-1-2048x896.jpg 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>With <a href=\"https:\/\/activeprospect.com\/blog\/fcc-one-to-one-consent\/\">new updates<\/a> to the <strong>Federal Communications Commission\u2019s (FCC) Telephone Consumer Protection Act (TCPA)<\/strong> coming into effect on <strong>January 27, 2025<\/strong>, marketers must prepare for a significant shift in how they obtain consumer consent. These updates introduce stricter requirements for <strong>one-to-one consumer consent<\/strong>, emphasizing transparency and consumer protection in marketing practices.<\/p>\n\n\n\n<p>To maintain compliance and trust with your audience, we\u2019ve created this detailed checklist to guide publishers and advertisers through these changes. By implementing these steps now, you can <strong>avoid compliance issues, protect your pipeline, and streamline your lead generation processes.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What is 1:1 consent, and why does it matter?<\/strong><\/h2>\n\n\n\n<p>The upcoming TCPA updates mandate <strong>verifiable, <\/strong><a href=\"https:\/\/activeprospect.com\/blog\/one-to-one-consent-trustedform-verify\/\"><strong>one-to-one consent<\/strong><\/a> between consumers and businesses. This means each consumer must explicitly agree to be contacted by a specific advertiser, with no broad or ambiguous consent for &#8220;marketing partners.&#8221;<\/p>\n\n\n\n<p>ActiveProspect\u2019s <a href=\"https:\/\/activeprospect.com\/trustedform\/verify\/\"><strong>TrustedForm Verify<\/strong><\/a> solution can help both publishers and advertisers adapt by validating that all consent is collected in a clear, verifiable manner. Below, we outline a step-by-step checklist for both publishers and advertisers to prepare for these changes effectively.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Publisher readiness checklist<\/strong><\/h2>\n\n\n\n<p>To bolster compliance, publishers must adapt their processes to reflect the new consent requirements. Here\u2019s how to get started:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Communicate with advertisers<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact your advertisers about 1:1 consent impacts&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ask your advertisers for their legal entity name that should be used when obtaining consent&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Update your lead forms<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update your exclusive lead forms to mention exactly ONE advertiser in the disclosure consent language.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update your shared lead forms to allow consumers to select advertisers from a list with checkboxes in order to be contacted by them.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Remove any mentions of marketing partners or asking for consent for any entities other than the ones above.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Enable TrustedForm Certify<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/account.activeprospect.com\/register\/trustedform\/certify?_gl=1*1jnqjfn*_gcl_au*Mjg0MTk2MTgzLjE3MzA3Mzk4MjU.*_ga*OTA3MjA4OTIuMTY5OTQxNDgwMg..*_ga_QHXBV6N7D1*MTczMjE2MTgyMi4xMzYzLjEuMTczMjE2MTg0NS4zNy4wLjA.\">Sign up<\/a> or <a href=\"https:\/\/sso.activeprospect.com\/login\">log in<\/a> to your ActiveProspect account and <a href=\"https:\/\/account.activeprospect.com\/billing\">enable TrustedForm Certify<\/a><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/account.activeprospect.com\/domains\">Verify ownership of your domains<\/a>&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/community.activeprospect.com\/posts\/5313834-how-to-manage-users-in-your-account\">Add your web developer to your account<\/a> and ask them to follow the<a href=\"https:\/\/developers.activeprospect.com\/docs\/trustedform\/consent-tagging\/\"> instructions to add new TrustedForm consent tags<\/a> to prove that you have collected consent in a one-to-one manner.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Send test leads to your advertisers and request confirmation that their requirements have been met.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Advertiser readiness checklist<\/strong><\/h2>\n\n\n\n<p>Advertisers also play a critical role in the compliance landscape. Follow these steps to align your practices with the new TCPA requirements:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Coordinate with publishers<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1f_svqwkHHjhJe35s5Jv5v3-1pXWLjM6P\/view\">Send an email<\/a> to all your publishers requesting that they add TrustedForm consent tags to their forms and provide certificates for every lead so that you can verify your company was given consent in a one-to-one manner&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provide your legal entity name to all partners exactly as it should appear in the consent language presented to consumers.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ensure all publishers have completed their checklist&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Enable TrustedForm Verify<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/account.activeprospect.com\/register\/trustedform\/verify?_gl=1*8whkn*_gcl_au*Mjg0MTk2MTgzLjE3MzA3Mzk4MjU.*_ga*OTA3MjA4OTIuMTY5OTQxNDgwMg..*_ga_QHXBV6N7D1*MTczMzI1Mzg1OS4xMzg4LjEuMTczMzI1Mzg2Ny41Mi4wLjA.\">Sign up<\/a> or <a href=\"https:\/\/sso.activeprospect.com\/login\">log in<\/a> to your ActiveProspect Account and <a href=\"https:\/\/account.activeprospect.com\/billing\">enable TrustedForm Verify<\/a> in your account&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reach out to your Customer Success Manager (CSM) if you have one, they will be able to walk you through your specific use case.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Filter non-compliant leads<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set up TrustedForm Verify to filter leads that aren\u2019t <a href=\"https:\/\/community.activeprospect.com\/posts\/5471724-trustedform-verify-1-1-consent-check\">confirmed to have given you consent in a one-to-one manner<\/a> so that you don\u2019t contact them using regulated technology<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Using LeadConduit:<\/strong> Before your Retain step, add the TrustedForm Add-On step and select Verify. Input the legal entity name you provided to your publishers. Save and test your flow.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Using other lead distribution systems:<\/strong> Consult their support articles or your account manager to find out how to filter leads using TrustedForm Verify and Retain certificates for the ones that are accepted.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Using an internal\/homegrown system:<\/strong> Ask your developer to make a <a href=\"https:\/\/developers.activeprospect.com\/docs\/trustedform\/api\/v4.0\/tag\/Verify\/\">Verify request<\/a> with the legal entity name you provided to your publishers and filter leads that result in failure. Then make a <a href=\"https:\/\/developers.activeprospect.com\/docs\/trustedform\/api\/v4.0\/tag\/Retain\">Retain request<\/a> for the ones that are accepted.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Review consent language regularly<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review any unreviewed disclosure consent languages in your <a href=\"https:\/\/community.activeprospect.com\/posts\/5474006-trustedform-consent-language-manager\">consent language manager<\/a> regularly and mark them as approved or rejected. Communicate any necessary changes to your publishers.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Why acting now is essential<\/strong><\/h2>\n\n\n\n<p>Failing to comply with the updated TCPA regulations can result in severe penalties, including fines and reputational damage. By proactively implementing the steps outlined in this checklist, you can:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Protect your campaigns from non-compliance risks<\/li>\n<\/ol>\n\n\n\n<p>Starting January 27, 2025, any outreach using regulated technology, such as auto-dialers, must adhere to the new <strong>one-to-one consent requirements<\/strong>. Non-compliance could render entire lead portfolios unusable, drastically limiting your outreach capabilities and exposing your business to legal challenges.<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Maintain trust with your audience through transparency<\/li>\n<\/ol>\n\n\n\n<p>Transparency and respect for consumer privacy are at the heart of the new regulations. By updating your consent processes, you\u2019re not just meeting legal standards\u2014you\u2019re fostering trust with your audience.&nbsp;<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Streamline lead generation with verifiable one-to-one consent processes<\/li>\n<\/ol>\n\n\n\n<p>Outdated lead forms that rely on broad or vague consent language will no longer cut it. ActiveProspect\u2019s <a href=\"https:\/\/activeprospect.com\/trustedform\/verify\/\"><strong>TrustedForm Verify<\/strong><\/a> solution is a powerful tool that helps you meet these new standards while maintaining a seamless marketing workflow.<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Avoid last-minute scrambling<\/li>\n<\/ol>\n\n\n\n<p>With the deadline fast approaching, the time to act is now. By acting today, you future-proof your business from non-compliance risks while preserving your ability to engage customers effectively. <strong>Let\u2019s secure your pipeline and protect your future together.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Final thoughts<\/strong><\/h2>\n\n\n\n<p>Preparing for the January 2025 TCPA updates requires a collaborative effort between publishers and advertisers. By leveraging tools like TrustedForm Verify and following this checklist, you can stay ahead of the curve and continue driving successful, compliant campaigns.<\/p>\n\n\n\n<p><strong>Start today!<\/strong> Secure your ActiveProspect account, update your processes, and prepare your team for the changes ahead.&nbsp;<\/p>\n\n\n\n<div class=\"hs-cta-embed hs-cta-simple-placeholder hs-cta-embed-188283262470\"\n  style=\"max-width:100%; max-height:100%; width:700px;height:245.09375px\" data-hubspot-wrapper-cta-id=\"188283262470\">\n  <a href=\"https:\/\/cta-service-cms2.hubspot.com\/web-interactives\/public\/v1\/track\/redirect?encryptedPayload=AVxigLJTMQYF3WZ2osERHawyH0t266V%2FfA3AID0UmoJc76STCuU50gIs4P%2Bt9KseoFfvOUIFU686bkOgufbDo259heIyHtAu7CyHJZHUGeqlEs86%2FOuYS9IC%2BbWlrOMDJrd2pptoe1PVTnGopKUtgYfhGMStD12i%2Fatv0OrahC4UHqj5qdOkoMnR1O4%3D&#038;webInteractiveContentId=188283262470&#038;portalId=47215574\" target=\"_blank\" rel=\"noopener\" crossorigin=\"anonymous\">\n    <img decoding=\"async\" alt=\"CTA_demo1\" loading=\"lazy\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/47215574\/interactive-188283262470.png\" style=\"height: 100%; width: 100%; object-fit: fill\"\n      onerror=\"this.style.display='none'\" \/>\n  <\/a>\n<\/div>\n\n\n\n\n<h3 class=\"wp-block-heading\"><strong>FAQs<\/strong><\/h3>\n\n\n\n<p><strong>Q: What happens if I don\u2019t comply with the new TCPA rules?<\/strong><strong><br><\/strong>Non-compliance can result in <a href=\"https:\/\/activeprospect.com\/blog\/tcpa-damages\/\">hefty fines and damage<\/a> to your brand reputation. Implementing TrustedForm Verify minimizes this risk.<\/p>\n\n\n\n<p><strong>Q: What is TrustedForm Verify?<br><\/strong><a href=\"https:\/\/activeprospect.com\/trustedform\/verify\/\">TrustedForm Verify<\/a> simplifies the consent management process by offering real-time TCPA-compliant language management, and the ability to know if consent was properly obtained.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With new updates to the Federal Communications Commission\u2019s (FCC) Telephone Consumer Protection Act (TCPA) coming into effect on January 27, 2025, marketers must prepare for a significant shift in how they obtain consumer consent. These&hellip;<\/p>\n","protected":false},"author":59,"featured_media":5817,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[111],"tags":[31,202,29],"ap-post-type":[],"ap-post-industry":[],"ap-post-product":[],"ap-post-topic":[],"class_list":["post-9828","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-compliance","tag-compliance","tag-tcpa-compliance","tag-trustedform"],"acf":[],"_links":{"self":[{"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/posts\/9828","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/users\/59"}],"replies":[{"embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/comments?post=9828"}],"version-history":[{"count":0,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/posts\/9828\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/media\/5817"}],"wp:attachment":[{"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/media?parent=9828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/categories?post=9828"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/tags?post=9828"},{"taxonomy":"ap-post-type","embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/ap-post-type?post=9828"},{"taxonomy":"ap-post-industry","embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/ap-post-industry?post=9828"},{"taxonomy":"ap-post-product","embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/ap-post-product?post=9828"},{"taxonomy":"ap-post-topic","embeddable":true,"href":"https:\/\/activeprospect.com\/wp-json\/wp\/v2\/ap-post-topic?post=9828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}