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:
- 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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