Customised Email Frequency Caps per user
SOLVE
1 Accepted solution
Customised Email Frequency Caps per user
SOLVEHi @BKarklins,
There aren't and any default features for this, correct, it would require a custom setup, requiring Operations Hub Professional. Here's how I would approach this.
First, you would need a custom number property on the company record and the contact record which stores the company's email frequency cap. A company-based workflow would copy this from the company record into all associated contact records. Let's call this "Weekly company email frequency cap".
Next, you would create a contact number property "Number of emails sent this week". This is populated by workflow:
A scheduled contact-based workflow set the value of "Number of emails sent this week" to 0 every Monday morning 0:01 AM.
Lastly, you would create a calculation property which subtracts "Number of emails sent this week" from "Weekly company email frequency cap". You can then build a list of contacts where this number is 0 or smaller and use it as an exclusion list for all emails. (You would have to manually exclude this list from every email.)
Without Operations Hub Professional, someone would have to manually reset the number property every Monday. (If you're evaluating purchasing Operations Hub Professional, let me know / feel free to book a meeting with me. I can share some helpful resources with you directly.)
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Customised Email Frequency Caps per user
SOLVEHi @BKarklins,
There aren't and any default features for this, correct, it would require a custom setup, requiring Operations Hub Professional. Here's how I would approach this.
First, you would need a custom number property on the company record and the contact record which stores the company's email frequency cap. A company-based workflow would copy this from the company record into all associated contact records. Let's call this "Weekly company email frequency cap".
Next, you would create a contact number property "Number of emails sent this week". This is populated by workflow:
A scheduled contact-based workflow set the value of "Number of emails sent this week" to 0 every Monday morning 0:01 AM.
Lastly, you would create a calculation property which subtracts "Number of emails sent this week" from "Weekly company email frequency cap". You can then build a list of contacts where this number is 0 or smaller and use it as an exclusion list for all emails. (You would have to manually exclude this list from every email.)
Without Operations Hub Professional, someone would have to manually reset the number property every Monday. (If you're evaluating purchasing Operations Hub Professional, let me know / feel free to book a meeting with me. I can share some helpful resources with you directly.)
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
