Are you sending too many emails to your customers? Discover it

Scope

In this tutorial, you will learn how to ensure that you do not send too many deliveries to contacts on the same day, or within a defined time frame.

When you send communications, it is of course important that they are interesting and relevant. But you must also make sure that you do not risk irritating your recipients by sending them too many deliveries.

Contactplan enables you to define Do Not Disturb (DND) policies, which regulate the number of emails that are sent to contacts within a set period.

Take, for example, a fictional company called Maison, which has three brand divisions – clothes, shoes and accessories – each with an associated customer database. Some of their contacts are interested in products from more than one division and, as a result, are present in different databases. It is important that Maison configures limits for the number and frequency of its communications with the same people, and takes the contacts in multiple databases into account.

Procedure

To create and deploy a DND policy, do the following:

  1. Sign in to the platform and click the Settings tab in the Control bar, followed by Do Not Disturb Policy.
  2. Click Create new DND policy.The Create new DND policy page displays.
  1. Give the policy a unique and recognizable name, for example, ‘Maison shoes, clothes and accessories’.
  2. Under Allowed sending: max, enter the appropriate value in the first box and select a time measurement from the drop-down list, such as days, weeks or months.
    This defines the maximum number of deliveries that can be sent to the same people within the selected period. For example, one email per day.
  3. Click Save.


You are returned to the DND policy management page and the new policy is added to the list.

In the Maison example, individual contacts may be present in the databases for all three divisions.  Because of this, the company needs to decide whether the DND policy should be applied to planned deliveries for just one Contactplan tenant, or those related to more than one database.

To apply the DND policy to all three databases, it should be set as Is Global on the DND policy management page.
Note:
For a global DND policy to be applied to a range of tenants, the virtual group to which they belong needs to be appropriately configured by Contactlab Customer Care.

You are now ready to apply the DND policy to a plan:

  1. Click the Plans tab in the Control bar, followed by Create new plan.
  2. Under When, configure the appropriate settings for your plan.
  3. Under Who, select the desired Segment, for example, ‘Maison Accessories’.
  4. Under DND policy, select the required policy, for example, ‘Maison shoes, clothes and accessories’.
  5. Configure the rest of your plan.

See the appropriate section in the Contactplan Guide for more about DND policies, or contact our Customer Care.