Creating and Configuring a Communication Type


A communication type is used to segment the communications by function (e.g., newsletter, promotions, events) and to ensure the messages are sent to recipients with a subscription (or with implied consent) corresponding to this communication type. When creating a message, you must select a communication type that filters who receives the message. Creating communication types is part the process of setting up a consent center

In a new project, the Newsletter communication type is created by default (you can delete it if you do not want to keep it). 

How To

Here are the steps to create and configure a communication type: 

  1. Add a communication type or select an existing one that you want to edit:  

  2. If you have opt-ins, you could link them to communication types. Otherwise, you may come back to this configuration later.   
  3. Select the Authorized channels. The Email box is checked by default, but you may uncheck it if you do not want to send emails.
    The available options may differ depending on the activated modules in the account. For best practices, see the Efficient Configuration of Authorized Channels .

Optional configurations

Eligibility rules
This configuration allows you to use data from a relational table to target contacts or to select a field from the Contacts as a filter. You could also use a query if you have one to use in your project.

By default, the opt-outs are set for the contacts to be deactivated when they unsubscribe or file a complaint related to this communication type. You may change the default opt-out behaviour if the settings do not suit you. When consent is assigned for a type of message, the behaviour of mailings changes in consequence.

Check list
Define a checklist with bullet points to confirm before sending a message. When you click on Prepare mailing, the list will display: 

If your project has other languages, you may create a version of the list for these languages. 

Opening and clicks objectives

You may set objectives for the mailings linked to this type of communication. In your results, you will see an insight into your sent messages performance with data on openings and clicks (see also Overview of Click Related Results).  


If you want to convert contacts (with implied consent) into subscribers, you could configure the interception process and activate message interception. This feature allows you to display an opt-in form to your recipients when they click on a link in your message and offer them subscription options they do not have. If you have added opt-in fields in your project and wish to confirm the contacts' consent, interception is an efficient method to get their permission.

Email alert

Configuring an email alert allows you to prevent delivery errors. In the window, enter the minimum number of contacts and the delivery error rate, and choose the users who will receive the alert.
* Make sure to enter an appropriate error rate. For example, if you configure an alert for sendings with more than 100 contacts with a 1% error rate, you will receive an alert after only one error.

Dimension for statistics

If you have a DImension, you could use it for your mailings with this communication type. By linking your DImension to this communication type, you will avoid doing it manually each time you send a message.

Deleting a communication type

Any communication type may be deleted as long as at least one communication type remains in the project. Therefore, if there is only one communication type, you will not be allowed to delete it, even if there is a delete this type link. When deleting a communication type linked to existing messages, you must link them to another communication type. 

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