emailrules.today
Stop 1 of 8WorkingWeeks or years earlier

Soft opt-in

A narrow legal exception: you may email existing customers about similar products if you offered opt-out at signup and in every message.

Say it out loud

There is a narrow exception for our own customers, and it has four conditions we have to meet all of.

Soft opt-in is not “anyone who bought once, forever”. In the EU and UK it is a limited path that sits next to full consent, and it only holds if every one of its conditions is true. Purchased lists never inherit it, and neither do people who enquired but did not buy.

The testFour conditions. All four, or you need consent.Published valuesscrolls →
1 You obtained the address in the course of a sale

Or negotiations for one. An enquiry that went nowhere is thinner ground, and in the UK the regulator has said so.

2 You are marketing your own similar products or services

Your own. Not a partner's, not a new business line the customer would not recognise.

3 You offered a free opt-out at the moment you collected it

At collection. Not later, not in the first email.

4 You offer a free opt-out in every message since
Fail any one → you are back to needing consent

There is no partial credit, and condition 3 is the one almost everybody fails, because it happened years ago on a checkout page nobody has looked at since.

Yours

Nobody does this for you.

What goes wrong

Assuming it applies across the whole EU identically. It is a Directive, so each country implemented its own version: Germany's four-part exception in UWG §7 is not word-for-word the UK's PECR regulation 22, and B2B treatment differs sharply between them.

What people get told

The claim. They bought from us, so we can email them.

Actually. Only if all four conditions hold, and only about similar things you sell. A customer who bought a kettle in 2019 from a checkout with no marketing opt-out is not a soft opt-in, they are an unlawful send.

The dated rules behind this

A definition is not a citation. These are the pages with the primary source, the date it was published, and what to do about it.

See also

Where this sits

Stop 1, you get the address. Someone hands you an email address, and the terms of that handover decide everything after it.

FAQ

Awkward questions

Who is this actually for?

People who ship email and are too busy to re-read every PDF: week-one marketers, lifecycle/CRM, deliverability, multi-country ops, DTC brands, agencies — on Klaviyo, Mailchimp, Braze, HubSpot, SFMC, or something else. Pick your tool and geos so product-specific pages only appear when they match. EU and UK are first-class filters. Not for people who sell tools about email and need a fake score to demo.

Why only ~40 rules? Isn’t that… thin?

On purpose. A wall of 400 undated “best practices” is how you look busy and still get burned. Every page needs a primary source we actually read. Thin and checkable beats fat and folklore. Europe, bulk inbox rules, measurement honesty, and protocol topics like BIMI/DMARC policy are on the shelf when we can cite them — not every Member State and not every vendor myth. Coverage map lists what we still refuse to invent.

Is this legal advice?

No. If it were, you’d have a billable hour and a longer PDF. This is a dated operator reference written by an email geek. Confirm anything high-stakes with counsel who knows your facts. Same for “will this make me compliant?” — no tool does that. Lawyers and judges do. We say what the sources say and what to do first on Monday.

Why no trust score out of 100?

Because we refuse to invent a number you can’t audit. Fake scores sell seed tests and panic. You get findings, dates, and links. If that feels less exciting than a red dial, good — you’re not the red-dial customer.

Why should I trust you more than my ESP’s blog?

ESPs sell seats. Seed-score vendors sell fear. AI invents citations when nobody watches. We sell nothing today — no pixels, no placement scores, no affiliate — so we can say when a tool is the problem. A human verifies, dates, and corrects in public. Tools may help draft; they do not ship unsourced claims. Check the primary links. Fail that test and leave.

Do I need an account?

No. Filters live in this browser and the URL. Share the link. That’s it. Accounts come later only if they earn it — not so we can nurture you about email.

I’m an agency. Where’s multi-client mode?

We tried a client-name CRM on the setup card. It made the product feel like work before it felt useful. Role filters + copy link + one-page brief (optional PDF title) is enough for now. Complexity comes back when the free shelf is habit, not before.

Is the quiet changelog a bug?

No. Quiet means nothing material moved. We don’t invent urgency so the homepage looks “alive.” Sticky risks still show what usually needs a person when the market is still.