Setting the Sending Conditions of a Communication Type

To set in which conditions a communication type can be sent, you need to associate to each communication type the required consent, whether implied (Canada only) or explicit.

Initially, a message type has no restrictions. With this status, you can send such messages to all the contacts in your project as long as they meet the minimum requirements (i.e. contacts must be active and not quarantined, and must not appear on the blacklist of your business or on any applicable unsubscribe list).

It is possible to assign a consent from the configuration page of a specific communication type or from the consent manager.

The opt-in management module must have been enabled for your company and project.
Access Path
> Configuration > Consents

How To

  1. If not already done, enable the opt-in or implied consent management module. See Activating Opt-in or Implied Consent Management.
  2. If not already done, create your opt-in or consent fields. See Creating an Opt-In Field or Creating a Consent Field.
  3. Then comes the step where you indicate which opt-in or consent authorizes you to send which communication type.
    1. In the consent manager, in the Communication types section, click on the edit icon of the communication type and opt-in to be assigned to it. For example, you might set that contacts need to have subscribed to Promotions to receive this specific type of communication.

    2. In the Consent assignation window, check the opt-in fields that you want to assign to the communication type. You can assign more than one if needed.
    3. Click Save.

Once assigned, opt-ins will be displayed in both the consent manager and in the communication type configuration page.

Mailing behaviors

When consent is assigned for a type of message, the behavior of mailings changes in consequence. In addition to the usual eligibility criteria listed above, certain requirements must be added so that a contact can receive a message of this type.

The behaviour varies according to the types of consent assigned:

  • If you choose only subscriptions and the status of at least one of these is “subscribed,” then the contact is eligible to receive the message.
  • Canada only: If you choose only implied consents and you have at least one valid consent among them (unexpired and unrevoked), then the contact is eligible to receive the message.

Sending messages in Canada

In a case where subscriptions and consents are chosen, then the subscriptions always have priority over implied consents. This means that:

  • If the status of at least one of these subscriptions is “subscribed,” then the contact is eligible to receive the message.
  • If the status of all subscriptions is “unsubscribed,” then the contact is NOT eligible to receive the message.
  • Otherwise, if no subscription has a status of “subscribed,” but not all are “unsubscribed” and some have no status, then the implied consents will be evaluated as indicated in the previous point.

The last case seems complex, but bear in mind that this is a special situation where one type of message can simultaneously be transmitted to people who have expressly subscribed to a certain type of message, or to people whose implied consent you have obtained. Your account manager will be happy to guide you in implementing these rules.

Group behavior

Noted that if you use implied (Canada only) or express consent, it’s possible that the number of contacts in your group and the number of targeted contacts are not the same, because your group does not take the communication type into account.

Added protection in case of errors

Using these modules, along with assigning consents to your types of messages, offers additional protection that helps you ensure that you respect the wishes of your contacts as well as the legislations in force.

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