Campaign limits

In this section, users can define the global limit of sent messages to a customer (emails, text messages, and web push notifications) in a given period. This way users can prevent sending more messages than their customers can handle or tolerate.

In Synerise, messages can be sent in:

  • mass campaigns (the Campaign module)
  • journeys triggered by customer’s behavior (the Automation module),

Therefore the Campaign limits section is divided into two parts: Campaign and Automation. Such division allows users to define the limit of messages to be sent separately for the Campaign module and Automation module.

What happens with blocked messages?

Messages sent in mass campaigns, which are blocked by capping are not queued. In such cases, on the list of campaigns, users can check the number of messages blocked by capping and they need to be resent by users, if necessary.

When it comes to messages sent through automated journeys, blocked messages can be sent out again only if a customer meets conditions defined in a particular journey.

Global limits vs. Automation limits


The Automation module defines its own limits:

  • how many times a journey can be triggered in a specific time unit
  • how many times a trigger can be activated in a journey
  • how many times an action can be repeated in a journey

While defining the global limits (limits in the Campaign limits section), users must remember about the limits for journeys in Automation and the other way round. Otherwise there may occur conflicts between them.

Suggestions:

  • Keep track of the active journeys and carefully estimate the number of sent messages through them (in your calculations include both campaign and system emails such as transaction summary, discount coupon emails, if you use Automation to send such emails).
  • Pay attention to journeys triggered by frequently occurring customer activities, which contain actions that sent messages to customers.
  • Consult each modification of limit of action nodes (Send email, Send SMS, Send web push) with the global limits.
Note: You can read more about limits (examples and explanations) in Automation here.

Procedure


  1. Go to Settings icon Settings > Campaign limits.
  2. By default, there are no limits on sending messages. To define a specific limit, switch a toggle on.
    Result: Two fields appear.
  3. In the Limit section enter the maximum number of messages you want to send to a customer within time unit specified in the Period field.
  4. In the Period field enter the time unit of the limit (number and unit, for example 1d which stands for 1 day). The users can define limits in the following intervals:
    • s stands for a second
    • m stands for a minute
    • d stands for a day
    • w stands for a week
    • y stands for a year
      Exemplary configurations

      Exemplary campaign limit config
      5 emails per one day
      In the above configuration, a customer can receive up to 5 emails from mass campaigns per day. Before sending an email, the system checks how many of them a customer received during last 24 hours.
      Exemplary campaign limit config
      25 emails per 30 days
      In the above configuration, a customer can receive up to 25 emails from mass campaigns per 30 days. Before sending an email, the system checks how many of them a customer received during last 30 days.

  5. Repeat step 3 and 4 for preferable message types in Campaigs and Automations.
  6. Confirm settings by clicking Save.
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