Appendix E
Telemarketing and Internet Requests
A request obtained by telephone must have an auditable record that
substantiates the request. At a minimum, the following is needed:
a. The name, address, telephone number, and signature of the
interviewee (i.e., requester).
b. The date of the telephone interview.
c. A copy of the text or script used by the caller.
d. An indication that a "code" word (e.g., mother's maiden name) was
established between the caller and the interviewee (i.e., requester).
e. A business reply card or similar record-collection device that obtains
the signature of the requester.
A request received via the internet must be substantiated by a business reply
mail system or similar technique of obtaining the requester's signature and
date of the request, or it must be substantiated using one the alternative
methods described below.
Validating Telemarketing and Internet Requests
If a telephone or internet request is not substantiated by a business reply mail
system or similar technique of obtaining the requester's signature, there are
three alternative methods of validating such a request:
a. PS Form 3845, Annual Verification of Circulation. The Postal Service
sends a card to names selected by a Postal Service reviewer soliciting
a response confirming that the recipient has requested and is receiving
the publication.
b. A publisher's letter approved by the rates and classification service
center. The publisher sends a letter, preapproved by the Postal Service,
to selected names with a reply card or letter to be returned to the postal
reviewer. See Exhibit III for a sample of this letter.
c. Authorized audit bureau reviews. The publisher can present a review
from a certified audit bureau.
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