We gave a presentation on the new Charitable Purposes Soft Opt-In (CPSOI) guidance recently to 45 CRM system administrators, and a few excellent questions were raised.
One of the questions concerned the relevance of CPSOI where someone makes a second donation, and you do not know whether they have already consented to (or opted out of) electronic mail marketing before 5th February 2026.
We can envisage wording on the donation form that could accommodate this, but it could get rather confusing. Perhaps a solution would be for your donation forms to be linked to your CRM, so a donor could easily be identified as either new or repeating, and the appropriate wording shown in each case.
We recognise that this level of integration may not always be possible but a conversation with your CRM provider could be worthwhile. This also reinforces our view that you should look at each use case for collecting personal data, and make your decisions accordingly.
And don’t forget that you can always get help with framing your questions with our free 25-minute call (details below).