Whitepapers & Guides

Everything you need to know about compliant SMS and phone outreach in 2025-2026

Audience: Marketing directors, compliance officers, and media buyers at brands running or planning SMS and phone outreach programs

Key topics: TCPA prior express written consent requirements, the FCC one-to-one consent rule, documentation best practices, opt-out compliance, TCPA litigation risk and how to minimize it

A step-by-step guide to launching, optimizing, and scaling a compliant SMS marketing program

Audience: Performance marketers, demand generation managers, and growth teams launching or improving SMS campaigns

Key topics: A2P 10DLC registration walkthrough, TCPA-compliant opt-in flow design, message sequence frameworks for lead nurture and reactivation, send-time optimization, SMS analytics and KPIs

TCPA prior express written consent requirements, the FCC one-to-one consent rule, documentation best practices, opt-out compliance, TCPA litigation risk and how to minimize it

Key topics: TCPA prior express written consent requirements, the FCC one-to-one consent rule, documentation best practices, opt-out compliance, TCPA litigation risk and how to minimize it

How to build, maintain, and activate a first-party data strategy that survives every privacy regulation update

Audience: CMOs, marketing operations leaders, and demand generation directors at mid-market and enterprise companies

Key topics: What first-party data is and why it's now essential, how to build first-party data acquisition programs, data enrichment and intent scoring, consent documentation and CCPA/CPRA compliance, the Factua approach to first-party data

A practical diagnostic checklist for marketers dealing with inbox placement problems

Audience: Email marketers, marketing operations teams, and anyone whose campaigns are landing in spam

Key topics: SPF/DKIM/DMARC authentication setup, IP warm-up checklist, list hygiene best practices, complaint rate management, CAN-SPAM compliance verification, dedicated vs. shared infrastructure comparison

Strategies, benchmarks, and compliance requirements for insurance lead generation in the post-one-to-one-consent era

Audience: Marketing VPs, lead operations managers, and media buyers at insurance carriers, MGAs, and independent agencies

Key topics: FCC one-to-one consent rule implications for insurance lead gen, intent-based vs. aggregator-based lead programs, multi-line (auto/home/life/Medicare) campaign frameworks, agent appointment-setting automation, compliance documentation requirements