The Canadian Anti Spam Law (CASL) requires marketers to obtain the express consent from any recipient that can be reasonably assumed resides in Canada before sending them electronic communications.

In this article, we will cover how to identify Canadian recipients in your account and then group them to simplify future management. If you have:

• New Admin Experience - refer to the instructions in Advanced Search.
• Classic Admin interface - refer to the instructions in Marketing Automation Search.

NOTE: The processes detailed in this article will not identify Canadian recipients who have an email address that is not specific to Canada, or who have not provided identifying information. The best way to be compliant is to maintain good email list hygiene.

By performing these searches and creating a "Canadian-recipients" group, you will isolate the Canadian recipients in your Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) account. Future Canadian recipients can be added to this group to help ensure compliance with the CASL.

Advanced Search

This process guides you through conducting three searches that help you locate Canadian recipients by Email, Company, and the Country custom field in order to then create a group of Canadian recipients.

1. Navigate to Contacts > Tools > Advanced Search.
2. Check the E-mail box under the Contacts section.
3. Click Search.
4. Specify .ca in the text field and click Search.
5. In the upper right, click the Add to Group icon.
6. In the Create a New Group and Add Recipients field, specify a descriptive group name (e.g., Canadian Recipients) and click Go.
7. Click Save.

Expand this group's membership by also searching against Company. You may also want to repeat this step below for other variations, for example, searching for Canadian in the Company field.

1. Navigate to Contacts > Tools > Advanced Search.
2. Check the Company box under the Contacts section.
3. Click Search.
4. Specify Canada in the text field and click Search.
5. In the upper right, click the Add to Group icon.
6. Select the group that you previously created.
7. Click Save.

Expand this search by also searching against Custom and Enhanced fields that contain Country data.

1. Navigate to Contacts > Tools > Advanced Search.
2. Check the Country box under the Custom Fields section.
3. Click Search.
4. Specify Canada in the text field and click Search.
5. In the upper right, click the Add to Group icon.
6. Select the group that you previously created.
7. Click Save.

Marketing Automation Search

The easiest way to identify and group Canadian recipients in your account is by identifying all recipients with a .CA email domain.

1. Select Automation.
2. Select Reports/Search in the left navigation.
3. Click Select Condition.
4. Select Field Value.
5. Select Has a string in a field.
6. Select Email for field.
7. Select equals to and change to ends with from the drop-down menu.
8. Specify the value .CA in the text box.

Expand this search by also searching against Company. You may also want to repeat this step below for other variations, for example, searching for Canadian in the Company field.

1. Select + add ‘or’ condition.
2. Click Select Condition.
3. Select Field Value.
4. Select Has a sting in a field.
5. Select Company for field.
6. Select equals to and change to contains from the drop-down menu.
7. Specify the value Canada in the text box.

Expand this search by also searching against Custom and Enhanced fields that contain Country data.

1. Select Search.
2. When the search completes, select Add All to Group.
3. Click Add New.
4. Ensure that the group name is descriptive (e.g., Canadian Recipients).
5. Click Save.
6. Make sure to Save Search to save this search for the future.