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Version: 8.3Marketing

Configure restriction of the number of emails for sending

Adjust the email restriction settings so your customers do not receive an excessive number of emails from your company. This helps reduce spam complaints. For example, you can configure sending of no more than 2 emails per day and no more than 10 emails per month.

The configuration is based on the email type. Set up separate restrictions for emails sent manually and emails sent as part of a campaign. If you want to configure the same restrictions for all email types, create two identical rules for each type.

You can create an unlimited number of rules. All rules added to the rule lookup are active. Creatio checks whether the communication limit has been reached for each recipient whenever a new marketing email is sent. If at least one of the thresholds is reached for a recipient, Creatio will not send another email to this recipient and will set "Communication limit" as their response.

  1. Click the btn_system_designer.png button to open the System Designer.

  2. Go to the System setup block → Lookups.

  3. Open the Email restriction rules lookup.

  4. Click New to add a new rule.

  5. Specify the values of the new record (Fig. 1):

    Field

    Description

    Name

    The name of the rule, for example, "10 emails per week."

    Time period, days

    The restriction period in days.

    Maximum sending

    The maximum number of emails that can be sent to a contact within that period.

    Email category

    "Manual at optimal time" or "Using a campaign flow."

    Email type

    Select from the values of the Email type lookup.

    Fig. 1 Configure restriction of the number of emails for sending
    Fig. 1 Configure restriction of the number of emails for sending
  6. Click the btn_com_apply.png button to save the record.

  7. Repeat for each additional rule.

As a result, the email restriction rules will be saved and applied to all outgoing marketing emails to emails that have the corresponding sending type.


See also

Set up an unsubscribe link in emails

Send a test email

Send a system email

Marketing email FAQ