Every commercial email a campaign sends has to say who sent it. Canada's Anti-Spam Legislation (CASL) requires a legal business name, a real mailing address, and a way to reach you. Sender identity is where you record that once, so it's there before your first campaign goes out rather than something you scramble to add later.
When You'd Use This
Set this up before you send your first email campaign. It lives at Pulse > Campaigns, and it's a one-time, brokerage-wide setup rather than something you fill in per campaign. Only an owner or a solo broker needs to touch it, and it has to be done before anyone on the team can send.
What The Law Requires On A Campaign
CASL treats a mass campaign as a commercial electronic message, which means it has to carry your legal business name, a valid mailing address, and at least one way to reach you: a phone number, a public email, or a website. BrokerPlus checks for this at the moment you try to send rather than trusting a broker to remember it, so it's worth getting right once instead of finding out mid-send.
Filling In Your Identity
Open the sender identity form and fill in:
- Legal business name - the name on your license or incorporation, not a nickname.
- Mailing address - street, city, province, postal code, and country. Canada is the default.
- At least one of phone, public email, or website. You need one, but adding more doesn't hurt.
The form saves as you type, field by field, once what you've entered is valid. You'll see a saving indicator while it writes and a confirmation once it lands, so there's no separate save button to remember.
Confirming Your Signature
If your email signature already carries your legal name and mailing address, you don't have to duplicate that into the structured form. Flip My email signature contains this information instead, and BrokerPlus treats your signature as the CASL identification on every send. That switch only turns on once you actually have a signature saved in your profile - set one there first if the toggle won't move.
What Happens If It Is Incomplete
Sending is blocked until one of the two paths above is finished. Both the send and schedule routes check readiness first and refuse with an incomplete-identity error if neither the structured form nor the signature attestation is satisfied - so a campaign you try to fire off comes back asking you to finish this setup rather than going out half-identified. The same check runs again when the campaign actually processes, as a backstop against a state that changed in between.
This only applies to email campaigns. An SMS campaign has its own precondition (a connected phone number) and doesn't check sender identity at all.
What to Do Next
- Run a Campaign once your identity is set and you're ready to send.
- Learn when a campaign pauses itself if a send stalls partway through.
- Check what clients can opt out of to see how suppression interacts with your sends.