You’ve generated relevant, on-brand copy that you’re excited to deploy to your audience. But once you send it to your legal and compliance team, it takes days—if not weeks—to get it approved. Sound familiar?
Persado has worked with marketing managers for over 10 years, and we’ve heard that final approvals like these often result in time consuming (and painful) back-and-forth reviews. This is why we’re rolling out the capability to lower your compliance risk in as few as 2 clicks in your Persado Studio environment. This capability will sit alongside your usual Performance Prediction and Brand Alignment scores so you can take action up front to expedite final approvals with your legal and compliance experts.
Talk to your Persado representative if you’re interested in having more easily compliant content for your account, and keep reading for a full walkthrough of the capability. |
Leveraging Compliance Risk Levels
1. View Compliance Risk after Selecting Variants
Generate or improve Variants as usual in Studio and save the Variants you’d like to approve and deploy with your team.
On the Variants page, you’ll see a qualitative compliance risk scale to help you prioritize your review:
High (Red): Critical issues requiring immediate attention.
Medium (Orange): Notable risks that should be reviewed.
Low (Green): Minor issues or well-aligned content.
The compliance risk for the overall creative will be tied to the highest risk identified, as shown in the example below.
You’ll also notice colored hammer icons that indicate the compliance risk for particular touchpoints of the creative. Hover over the icons for an explanation of the issues, including relevant regulations to be aware of, so you can better isolate where updates are needed.
How is risk level determined?
Persado's compliance product is powered by a sophisticated workflow leveraging an arsenal of AI models.
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2. Understand Risk Explanations and Review Alternative Copy
Click into the Compliance Risk indicator for an explanation of the risk. This will provide insight into the types of revisions you may want to make, including if additional disclosures should be provided. We recommend making initial edits to address the concerns before sharing with your legal experts to help expedite the approval process.
One convenient way to make edits is to click the hammer icons and view AI Alternatives. These alternatives will always be accompanied by:
An explanation of how the adjusted language addresses the compliance risk.
An updated compliance risk level—our AI will only propose alternatives that reduce the risk.
An updated Performance Prediction score.
Click ‘Show More’ to see additional options if needed. When you identify an alternative you prefer, click the checkmark to automatically incorporate it. Your scores will be updated alongside the new copy. Need to revert to the original option? Hover over the text and click the undo icon.
Why do compliant alternatives sometimes reduce the anticipated Performance Prediction score?
Balancing performance and compliance is often a tradeoff, so it’s up to you and your compliance experts to determine the level of risk you are comfortable with. Language is often not compliant because it is unclear, which puts it at risk of being misleading or overpromising. Improving language clarity and precision sometimes requires adding words to cover more specific product details, nuanced application of offers, and other additional information. The extra words don't always contribute to the performance goal, so you can see the performance score drop with this type of compliance mitigation.
As a general baseline, we suggest deploying Variants into market that score at least 10 to 15 points higher than your control message; otherwise, there’s no need to fixate too much on the scores themselves. |
3. Supply Disclosures as Needed
Oftentimes, Compliance Risks pertain to missing disclosures, as shown in the example above. Click the ‘Compliance details’ hammer icon to explore ways to remedy this.
In this section, you can confirm that the product type identified is correct, and manually edit as needed by typing in the relevant product. You can also note if an audience is pre-screened (US Only), which may affect the risks the system flags.
Note: If your Compliance Risk levels aren’t populating, it is likely because a product type has not been identified. You can resolve this in the Compliance Details section.
Additionally, if you’ve provided disclosures to Persado, you’ll be able to select from your Disclosure Library to indicate which fine print will accompany your creative and reduce risk. Keyword search for disclosures and click the check box to apply. If you need a refresher of the disclosure text, click the ‘eye’ icon to view it.
When you’re done, click ‘Update’ and confirm that you’d like to re-rerun the analysis. Your scores (and explanations) will recalculate live.
Oftentimes, the addition of disclosures will lower the compliance risk, making your copy that much more ready for final approvals.
How to Set Up a Disclosure Library
To build your Disclosure Library, please reach out to your Persado representative with the following information per disclosure:
The short name you’d like to label the disclosure as
The disclosure text.
We’ll process these behind the scenes and stage them in your instance of Persado Portal so you can apply them in the future. If you ever need to revise or remove a disclosure, reach out to your Persado representative and we will make these changes for you in the back end!