(DM Code) and provide members with additional guidance on particular industry sectors. They may set down higher standards of good practice than the Code requires of members. As such it is not a ‘must’, i.e. an absolute, that members follow them but a ‘should’, i.e. a recommendation.
Best Practice Guidelines can only refer to recommended practices as a ‘must’ when they are also reflected as such in the DM Code. Otherwise they must always be expressed as a ‘should’.
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Agencies |
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Non Disclosure Agreement (NDA)
(Published: 17 Apr 2009 - 202KB)
Use this NDA template when exchanging confidential information between your organisation and another. It is one of the most effective methods of protecting your intellectual property rights.
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Finding an Agency
(Published: 17 Oct 2007 - 123KB)
The DMA has produced a series of guides to aid companies when they are choosing an agency and to help them achieve a successful and profitable working relationship – for both them and the agency.
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Suggested Terms & Conditions between Agencies & Clients
(Published: 6 Nov 2002 - 158KB)
This document outlines the mutually agreed terms on which AGENCY is appointed as the Marketing Service Agency within the United Kingdom fro CLIENT.
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Business to Business |
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Successful Business to Business Direct Marketing (guide for SMEs)
(Published: 1 Sep 2003 - 526KB)
A guide for small and medium organisations
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Contact Centres/Telemarketing |
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Client Guide to Outsourcing
(Published: 1 May 2007 - 215KB)
When working with an outsourced contact centre, the client remains ultimately responsible for verifying the telemarketing activity is compliant with all legal and self-regulatory requirements. These guidelines have been developed to help ensure outbound campaigns are conducted with integrity in order that it remains a viable and attractive channel to market.
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Data |
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DMA Best Practice Guidelines in Information Security
(Published: 5 Mar 2009 - 501KB)
This guide is designed to enable practitioners to greatly improve information security processes in an increasingly demanding and sensitive area.
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DMA Data Council Best Practice Guidelines
(Published: 19 Jan 2009 - 356KB)
The latest edition of the Data Council’s Best Practice Guidelines provides comprehensive advice to ensure high levels of accuracy in data usage.
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A Guide to Renting Business Lists
(Published: 22 Jan 2008 - 119KB)
Part of a series designed to help practitioners obtain the best results from DM campaigns, this document ensures that users understand their rights and obligations when dealing with list owners, managers and brokers. The guide helps first time marketers understand how to buy and use business to business lists.
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Renting consumer lists - ''How to'' guide published
(Published: 21 Mar 2007 - 41KB)
For companies who are using direct mail for the first time, understanding how mailing lists can be bought and used can seem like a minefield! In response to such feedback, the DMA Data Council has published the latest in its ‘How to’ series – Renting Consumer Lists.
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Guide to Data Purchasing Methods
(Published: 9 Jan 2006 - 161KB)
An informative Guide to Data Purchasing Methods by the List and Insert Forum, working party of the Data Council. A comprehensive document, including detail on net names agreements, the guidelines aim to provide information for anyone looking to purchase or rent data for the first time.
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How to Buy Lists - A Checklist
(Published: 9 Jan 2006 - 31KB)
The Benchmarking Working Party has produced an accessible checklist on “How to Buy Lists”, available to all members through the website. Realising the working party objective of producing “How To…” guides in key areas, the checklist is a must for anyone with little or no experience in buying lists for DM purposes.
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A Guide to List Swapping
(Published: 11 Nov 2004 - 156KB)
This practical and informative Guide is the definitive guide to list swapping. Emanating from practical experience, the guidelines will ensure users do not fall foul of any legislation – VAT etc. Covering issues such as placing an order, delivery and invoicing, credit requests, fees and commissions, this plain speaking document is a must for list owners, brokers and managers.
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A Guide to Buying Information
(Published: 19 Aug 2004 - 303KB)
Written to help users purchase data as informed customers and set standards for the UK marketplace, these guidelines cover issues from data enhancement and quality through to designing an accurate data test. Complete with case study illustrating the data buying process, users will be able to evaluate different data providers and make quality decisions to maximise the data available.
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Door Drop |
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Door to Door Practitioners Handbook
(Published: 13 Sep 2005 - 203KB)
A handbook collating reviews and a wide range of material related to best practice in Door to Door distribution.
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Users guide to Door Drop Marketing
(Published: 2 Nov 2004 - 481KB)
An introduction to door drop marketing.
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Email Marketing |
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Email Marketing Best Practice Guidelines, June 2007
(Published: 26 Jun 2007 - 234KB)
This document has been produced by the DMA''s Email Marketing Council to set best practice guidelines in Email Marketing.
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Email Deliverability: How we Got Here and What Marketer’s Should do About It
(Published: 18 Jun 2007 - 127KB)
Unlike marketers in other disciplines, email marketers have to worry about getting their messages to their intended recipients. So regardless of how much time you spend on getting the copy just right and the care you put into your creative, it is all wasted if your message is not delivered.
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Field Marketing |
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Field Marketing Best Practice Guidelines
(Published: 11 Sep 2007 - 402KB)
This document has been produced by the DMA''s Field Marketing Council to set best practice guidelines in field marketing.
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Field Marketing Best Practice Guidelines
(Published: 22 Nov 2005 - 152KB)
Produced by the Field Marketing Council to give best practice guidance to those involved in this sector.This document has been updated to reflect changes to industry legislation.
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Users Guide to Field Marketing
(Published: 1 Jan 2002 - 154KB)
This guide has been produced by the DMA Field Marketing Council (FMC) to highlight the flexibility of field marketing as an important discipline and service to the sales and marketing industry.
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Financial Services |
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Financial Services Business to Consumer Direct Marketing Guidelines
(Published: 9 Nov 2005 - 259KB)
Guidance for those putting together a financial services promotion and designed to highlight various points and issues to be included or taken into account.
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Inserts |
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Recommended Top Tips for Environmental Best Practice
(Published: 28 Nov 2008 - 90KB)
This jargon free guide provides best environmental practice for insert users and is of benefit to any decision maker assessing inserts as a channel to market.
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DMA Inserts Council Third Party Inserts Best Practice Guidelines
(Published: 15 Apr 2008 - 729KB)
From selecting a programme to design considerations and distribution, these guidelines are an invaluable resource to third party programme management.
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Inserts Best Practice Guidelines
(Published: 13 Dec 2006 - 2.83MB)
Produced by the DMA Inserts Council, this guide is a living, changing source of information about the use of inserts.
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Certificate of Insertion
(Published: 1 Jan 2003 - 72KB)
The Council have produced a DMA approved guideline that clearly states the recommended data required for Certificates of Insertion across the industry.
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Interactive TV |
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iTV Best Practice Guidelines (draft)
(Published: 25 May 2005 - 337KB)
The latest draft of the Interactive TV Best Practice Guidelines, for consultation of the iTV Interest Group
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Guide to Interactive TV Advertising
(Published: 1 Apr 2003 - 710KB)
This report provides a practical guide to advertisers and agencies looking to use interactive TV.
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Mailing Houses |
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DMA Best Practice in Direct Mail Production
(Published: 25 Jul 2006 - 449KB)
This booklet has been issued by the Mailing Houses & Suppliers of the DMA (UK) Ltd on behalf of all DMA members and their customers. Its purpose is to define a set of best practices in the commissioning and execution of direct mail production, such that supplier and client can agree on what is reasonable in any contractual arrangement and that each can, consequently,
clearly understand what each party should expect of the other.
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DMA Suggested Standard Terms and Conditions
(Published: 25 Jul 2006 - 285KB)
The following suggested terms and conditions for Mailing Houses and their Clients have been prepared by the DMA with the assistance of the DMA Mailing Houses and Suppliers Council.
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Mobile Marketing |
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Mobile Marketing Best Practice Guidelines
(Published: 28 Jan 2009 - 292KB)
Produced by the DMA Mobile Marketing Council to give practitioners an understanding of how mobile marketing applications can be used in an effective and non-invasive manner.
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Recruitment |
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Recruitment Best Practice Guidelines
(Published: 26 Jul 2005 - 60KB)
Guidelines to promote best practice among DMA members and recruitment consultancies.
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Response Management |
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Best Practice Guidelines for Response Handling
(Published: 1 Jan 2003 - 199KB)
This guideline has been produced to set best practice for members involved in the response handling industry.
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Best Practice Guidelines for Responsible Sampling
(Published: 1 Jan 2002 - 120KB)
This Guideline seeks to set best practice for members involved in the distribution and supply of samples.
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