Frequency capping by channel and communication type rule-sets
Channel rule sets apply capping rules to communication channels. For example, do not send more than 1 email or SMS communication per day.
Leveraging channel rule sets allows you you to set frequency capping by communication type to prevent overloading customers with similar messages. For example, you can create a rule set to limit the number of promotional communications sent to your customers and another rule set to limit the number of newsletters sent to them. Depending on the type of campaign that you are creating, you can then choose to apply either the promotional communication or the newsletters rule set.
Create a channel capping rule
To create a channel rule set, follow these steps :
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Access the Rules sets list, then click Create rule set.
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Select the rule set where you want to add the capping rule, or create a new rule set:
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To use an existing rule set, select it from the list. Channel capping rules can only be added to rule sets with the “channel” domain. You can check this information in the rule sets lists, in the Domain column.
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To create the capping rule inside a new rule set, click Create rule set, specify a unique name for the rule set and select “Channel” from the Rule Set Domain drop-down, then click Save.
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In the rule set screen, click the Add Rule button and define a unique name for the rule.
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The Category field specifies the category of message the rule applies to. For now, this field is read-only as only the Marketing category is available.
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In the Capping count field, set the capping for your rule, meaning the maximum number of messages that can be sent to an individual user profile each month, week or day or hour - according to your selection in the following fields.
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From the Reset capping frequency drop-down list, select if you want the capping to be applied hourly, daily, weekly or monthly. Frequency cap is based on the selected calendar period. It is reset at the beginning of the corresponding time frame.
The expiry of the counter for each period is as follows:
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Hourly - The frequency cap is valid for the selected number of hours (minimum 3 hours). The counter automatically resets at the beginning of each time window. For a 3-hours frequency cap, it resets every 3 hours, coinciding with the end of a UTC hour.
note availability AVAILABILITY This capability is only available for a set of organizations (Limited Availability). Please contact your customer care to get it enabled. -
Daily - The daily frequency cap is valid for the day until 23:59:59 UTC and resets to 0 at the start of the next day.
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Weekly - The frequency cap is valid until Saturday 23:59:59 UTC of that week as the calendar week starts on Sunday. The expiry date applies regardless of when the rule was created. For example, if the rule is created on Thursday, this rule is valid until Saturday at 23:59:59.
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Monthly - The frequency cap is valid until the last day of the month at 23:59:59 UTC. For example, the monthly expiration for January is 01-31 23:59:59 UTC.
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