The first step for any Compliance effort is to submit a project for analysis. The article walks you through all of the details you should provide so Persado’s AI can run a thorough analysis for risks, performance, and brand voice. You’ll do this by providing context, uploading files, and finally, previewing your content while the analysis begins.
In this example, we’ll look at a limited time email offer for a Credit Card, including disclosures.
Provide Context
In your dashboard, click ‘New Analysis’ in the upper righthand corner to begin.
Input a project name. We recommend aligning with any already-existing naming conventions you have for your marketing efforts. Being specific will make the project easy to find later. If needed, you can always rename the project later from the projects list or while in the analyzer itself.
Select the marketing channel the message will deploy in—this is critical to generating a relevant analysis. (If you don’t see the channel you’re looking for, reach out to your Persado account team!)
Select the type of communication. Don’t see the exact type of communication you’re sending? No worries—just pick the closest available option. We use this to group communications together to evaluate the feedback you and your legal team provide.
If you select ‘Offers & Promotions,’ you’ll also be prompted to provide the expiration date. This ensures that the AI is able to check if promotional materials or offers comply with the relevant regulations and regulatory timelines.
Next, select the product type. This is key, as this selection informs which regulations the AI checks the content against!
Let us know whether or not your product has a trademark or registered symbol. These symbols need to be handled a certain way every time they show up in the copy.
Finally, provide information about the intended audience. This selection informs which regulations the AI checks the content against, and also helps the Persado team customize your Compliance experience.
If you don’t see a relevant audience type, click the ‘+’ field to add one.
Indicate whether or not your audience is pre-screened. This ensures that the AI checks against the appropriate regulations related to prescreened offers. It is very important to select “yes” if the content is, in fact, a prescreened offer.
⚠️ Please note that your audience must opt in to your marketing communications (email, SMS). Compliance AI cannot verify that your audience has opted in, and risk levels will reflect the assumption that the correct audience is receiving the communication.
A person is prescreened when their basic information (often from credit reports or public data) is reviewed by a lender or financial institution to determine if they meet the initial eligibility criteria set by the lender for an offer.
Did you know?
Pre-screening is permitted by Law (Fair Credit Reporting Act-FCRA) and does not guarantee approval. Users of consumer reports for prescreening, such as financial institutions, may obtain prescreened consumer reports to make firm offers of credit or insurance to consumers, unless the consumers elected to opt out of being included on prescreened lists. The FCRA requires a clear and conspicuous opt-out notice requirement when consumer reports are used. This is why it’s so important to indicate whether or not your audience is pre-screened.
Upload Files
Currently, you can upload files in PDF, PNG, JPG, or JPEG formats. Simply take a screenshot of any content not originally in these formats and upload. We’ll be unlocking more options here soon!
Upload your file into the widget. Make sure to indicate whether or not it includes disclosures! While our compliance tool is able to detect disclosures, noting whether or not disclosures are included will improve the accuracy of results. For example, checking off “Yes” when no disclosures are included will result in irrelevant compliance feedback for your offer, because our AI will be looking for content that isn’t there.
Lastly, if you have additional disclosures you’d like reviewed, you can upload them as an attachment as well. You may include disclosures with the content and additional disclosures separately. This is most likely to occur when your email disclosures link to a web page with more disclosures. (In this case, save the web page as a PDF and upload it here.) Compliance AI will review all the content and all the disclosures that the user provides. If there are disclosures, providing them leads to a more accurate and comprehensive Compliance assessment.
In this case, the disclosures are already included in our email, so we’re selecting ‘No.’
The files you upload in this step will be available for reference and download in the future in your project under the ‘All resources’ tab, along with standard regulations and guidelines for your reference.
Preview Content
Take a final look at the content you’ve uploaded to make sure it’s correct (it may take a few seconds for the file to load). Then, click ‘Next.’
Hang tight! It will take a few minutes for your analysis to process. The system will note when the analysis is still taking place and will update when ready. You’ll also receive an email.
When your analysis appears, it’s time to move to the next step: reviewing compliance observations. Learn more here.