Marketing Communications Policy

1. Introduction and purpose

This Marketing Communications Policy ("Policy") explains:

1. how Zuri Client Lync (Proprietary) Limited, trading as Zuri Client Lync ("Zuri", "we", "us"), may send marketing and promotional communications to your business; and
2. your obligations when using the Platform to send marketing or promotional messages to your own clients and contacts.

This Policy forms part of your agreement with Zuri and is incorporated into our Terms of Service. It should be read with our Privacy Policy and Data Processing Agreement.

Important distinction:

We do not use your client lists for Zuri's own marketing without a separate, explicit agreement.

2. Definitions

• "Marketing communications" means messages sent primarily to promote products, services, events, or offers, or to solicit business, including newsletters, promotional emails, pilot invitations, and similar outreach. It does not include service communications (defined below).
• "Service communications" means messages necessary to operate your account or the Platform, such as billing notices, security alerts, password resets, legal or policy updates, appointment confirmations you configure as transactional, and critical service announcements.
• "Direct marketing" has the meaning used in POPIA and ECTA (Electronic Communications and Transactions Act 25 of 2002).
• "Platform" means the Zuri Client Lync software and related services.
• "Customer" or "you" means the business that subscribes to or uses the Platform.
• "Authorised User" means a person you invite to your workspace.
• "Client" means your end-customer, patient, or contact whose personal information you manage in the Platform.

3. Legal framework

3.1 Zuri marketing to businesses

Zuri sends B2B marketing in compliance with:

• POPIA — lawful processing and direct marketing rules for personal information;
• ECTA — requirements for electronic direct marketing where applicable; and
• other applicable South African law.

Where we rely on consent, you may withdraw it as described in Section 7.

3.2 Your marketing to clients

When you send SMS, email, WhatsApp, push, or other messages to clients through the Platform, you are the responsible party under POPIA and must comply with:

• POPIA — lawful basis, prior consent or permissible soft opt-in, opt-out, and data subject rights;
• ECTA — restrictions on unsolicited commercial communications;
• Consumer Protection Act 68 of 2008 (CPA) — where your clients are consumers and marketing is regulated;
• industry codes (e.g. WASPA for SMS, sector rules for healthcare or cannabis communications).

Zuri provides tools; you remain legally responsible for how you use them.

4. Zuri marketing to your business

4.1 Who we may contact

With appropriate consent or lawful basis, we may send marketing communications to:

• business account owners and billing administrators;
• Authorised Users who subscribe to product updates; and
• waitlist, demo, or newsletter sign-ups who provided contact details.

We market to business contacts, not to your clients.

4.2 What we may send

Subject to your preferences and applicable law, marketing communications may include:

• Product updates — new features, modules, integrations, and release notes;
• Educational content — guides, best practices, webinars, and industry insights;
• Promotional offers — discounts, extended trials, upgrade incentives, and referral programmes;
• Pilot and beta invitations — early access to new capabilities;
• Events — invitations to conferences, workshops, or user groups;
• Surveys and research — feedback requests to improve the Platform;
• Customer success outreach — tips to help you get value from your Subscription.

4.3 What we will not send as marketing

The following are service communications, not marketing, and may be sent even if you opt out of marketing (see Section 5):

• invoices, payment failures, and subscription renewals;
• security alerts and fraud warnings;
• material changes to Terms, Privacy Policy, DPA, or this Policy;
• responses to support tickets you opened;
• mandatory operational notices (outages, maintenance, account suspension warnings).

4.4 Channels we use

We may contact you via:

• Email to addresses associated with your account or waitlist signup;
• In-app notifications and banners within the Platform;
• Push notifications where you enable them on supported devices;
• Telephone or SMS to business numbers you provide, for high-value B2B outreach where permitted.

We do not currently use third-party advertising networks to retarget your clients based on Platform usage.

5. Service communications (non-marketing)

Service communications are essential to your use of the Platform. You cannot opt out of:

• billing and payment messages;
• authentication and security notices;
• legal, compliance, and policy update notices requiring acknowledgment;
• critical incidents affecting your account or data.

You may still manage optional notification channels (e.g. certain in-app tips) where the Platform provides controls.

6. Consent and lawful basis

6.1 Onboarding acceptance

When the business owner or billing administrator accepts this Policy during onboarding or re-acceptance, you confirm that:

• you have authority to provide consent on behalf of the Customer;
• Zuri may send marketing communications as described in this Policy to business contact details associated with your account; and
• you have read and understood the distinction between Zuri marketing and your client marketing obligations.

6.2 Waitlist, demo, and newsletter sign-ups

If you submit a waitlist, demo, or newsletter form, you consent to receive communications about Zuri products and related offers at the contact details provided, until you opt out.

6.3 Existing customer relationship

Where permitted by law, we may send marketing about similar products and services to existing Customers based on our ongoing business relationship, subject to your opt-out rights at any time.

6.4 Withdrawal of consent

Withdrawing marketing consent does not affect the lawfulness of processing before withdrawal and does not terminate your Subscription (though we may be unable to inform you of optional product benefits).

7. Your choices — opting out of Zuri marketing

You may opt out of Zuri marketing communications at any time by:

1. clicking "Unsubscribe" (or equivalent) in marketing emails;
2. updating notification or marketing preferences in account settings where available;
3. replying STOP to marketing SMS we send (where supported); or
4. emailing info@zuri-lync.com with subject line "Marketing Opt-Out", including your business name and contact email.

We will process opt-out requests within 10 business days and confirm where practicable.

Opting out of marketing does not opt you out of service communications in Section 5.

8. Preference management and records

We maintain records of:

• marketing acceptance during onboarding or policy re-acceptance;
• waitlist and demo form submissions;
• unsubscribe and opt-out requests; and
• material preference changes.

These records may be stored with your account metadata for compliance and audit purposes, as described in our Privacy Policy.

9. Third parties and sharing

9.1 Zuri does not sell your contact details

We do not sell, rent, or trade business contact personal information to third parties for their independent marketing.

9.2 Service providers

We use email, messaging, and analytics providers to deliver and measure our own marketing, under contracts requiring confidentiality and appropriate data protection.

9.3 Referral and partner programmes

If you participate in a referral or partner programme, we may share limited contact information with a designated partner only with your separate consent or as disclosed in programme terms.

9.4 Event co-hosts

If you register for a webinar or event co-hosted with another organisation, we may share registration details as disclosed at sign-up.

10. Your marketing to clients via the Platform

This Section describes your obligations. Failure to comply may result in suspension of messaging features or account termination under the Terms.

10.1 You must obtain consent

Before sending direct marketing to clients via SMS, email, WhatsApp, push, or other channels through the Platform, you must:

• obtain prior consent where required by POPIA and ECTA, or rely on another lawful ground clearly documented in your records;
• provide a clear privacy notice explaining who you are and how personal information is used;
• honour opt-out requests promptly (recommended: within 48 hours for electronic channels);
• maintain evidence of consent where the Platform's consent tracking features are enabled or in your own records.

10.2 Transactional vs marketing messages

Messages confirming appointments, sending receipts, or providing service updates may not require marketing consent if they are genuinely transactional and do not include promotional content. Adding promotional material may convert a message into direct marketing subject to consent rules.

10.3 Content standards

You must not use the Platform to send:

• unlawful, deceptive, or misleading content;
• spam or unsolicited bulk messages without lawful basis;
• content promoting illegal products or services;
• messages that violate WASPA, CPA, healthcare advertising rules, or cannabis marketing restrictions applicable to your sector.

10.4 Platform consent tools

Where enabled, the Platform provides client consent definitions and audit events. You are responsible for configuring consent keys appropriately and ensuring staff use them correctly. Platform tools do not replace your legal obligations.

10.5 Zuri's role

When delivering messages you initiate, Zuri acts as an operator processing personal information on your instructions under the DPA. You remain responsible for the content, timing, recipients, and lawfulness of each campaign.

10.6 Abuse and suspension

We may monitor aggregate sending patterns for abuse prevention (e.g. spam complaints, bounce rates, regulatory notices). We may throttle, suspend, or disable messaging features if we reasonably believe you are violating this Policy, the Terms, or applicable law.

11. International recipients

If you use the Platform to message clients outside South Africa, you are responsible for complying with local direct marketing and privacy laws. Zuri does not warrant that Platform messaging features satisfy all foreign regulatory requirements.

12. Children

Do not use the Platform to send marketing communications to individuals you know to be under 18 without appropriate parental consent and lawful basis.

13. Limitation of liability

To the maximum extent permitted by law:

• Zuri is not liable for marketing messages you send to your clients, including claims arising from missing consent, content, or regulatory non-compliance;
• Zuri is not liable for indirect or consequential damages arising from marketing preferences or delivery failures of third-party messaging providers;
• aggregate liability relating to Zuri's own marketing practices is subject to the limitation of liability in the Terms of Service.

Nothing in this Policy excludes liability that cannot be excluded under POPIA, ECTA, CPA, or other applicable law.

You indemnify Zuri against claims arising from your client marketing activities to the extent set out in the Terms.

14. Changes to this Policy

We may update this Policy from time to time. Material changes will be communicated via email or in-app notice and may require renewed acceptance through the Platform legal acceptance flow.

Continued use of the Platform after the effective date constitutes acceptance where permitted by law.

15. Governing law

This Policy is governed by the laws of the Republic of South Africa.

16. Contact

Marketing preferences and opt-out:
Email: info@zuri-lync.com
Subject line: Marketing Opt-Out / Marketing Preferences

General privacy enquiries:
See our Privacy Policy

Client messaging compliance (your obligations):
Consult your legal adviser. Zuri cannot provide legal advice on your campaigns.

17. Related documents

Summary