Setting email limits

Email Limits let administrators manage the number of emails sent to a lead on a daily, weekly, or monthly basis. It's essential to maintain the appropriate number so that you don't spam your leads or mail them rarely. The preferred limit of emails expected per month for a lead is two.  

Prerequisites

You need the  Standard Admin role to edit information on this page. User will be able to view this page in user mode. 

User mode is mode where users can view information in a page but cannot perform any action in that page.

Set up Email Limits  

As an organization admin, you can set up email limits for your organization by following these instructions:

1. From the  Navigation toolbar, click  Settings.
   

       2.  Click  Email limits under  Campaign policy.

          

       

        3. Enable   Email-sending Policy . 

 

      

4. Fill in the following information:

• Weekly limit - The number of emails a lead can receive in a week.
  
• Monthly limit - The number of emails a lead can receive in a month.
  
• Interval - The time interval between two consequent emails.
  

      5.  Click  Save.

         

 

Edit Email Limits

Email Limits can be modified based on the recipient activities and response.

To edit email limits:

1. From the  Navigation toolbar, click  Settings.

2. Click  Email limits under  Campaign policy.

3. Click the  Edit  button on the right.     

   

Disable Email limits

Email limits can be disabled. Campaigns won't need to go through the exemption process until they are enabled.

To disable email limits: 

1. From the Navigation toolbar, click  Settings. 

 2. Click  Email limits under Campaign policy.

           

3. Toggle the switch to disable  Email-sending policy. 

Next steps

To set export policy for reports, click here

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