Option to limit how many marketing email can be send to customer in one month/week (selected period)

(1) Share

Report

Posted on by dekitheone

Hi all,

is there an out of the box option to limits how many marketing activities (e.g. marketing emails) can be send to specific customer included in customer journeys in defined period (one month/ week, etc.).

The problem is that we have more active customer journeys and we do not want to overhelmed customer with to many marketing activity (which result in increased customer unsubscribes).

I would like to have is an option that customer is automatically excluded from CJ if he already received more that 5 marketing emails in last 30 days. Is there any out of the box setting to implement this?

Thanks

I have the same question (0)

All responses (12)

Answers (1)

Verified answer

Petit Hibou on at

Like (2)

Report

Hi dekitheone,

we have such feature in the backlog, called frequency caps. As for now, there are some options to check related information, but no direct way to set up the limits you've mentioned. Eg, you can check what customer journeys this segment participates in and thus get some insights into how often and by what means a particular customer segment will be contacted. But this is not addressing your request in full, of course.

Br

Elena

Was this reply helpful? Yes No
dekitheone 5 on at

Like (0)

Report

Hi Elena,

thanks for your answer.

Br

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Is there an ETA on when this feature will be available, our organization is transitioning from Marketo and the marketing department is asking for this specific feature.

Thanks

Josh

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Is there an ETA on when this feature will be available, our organization is transitioning from Marketo and the marketing department is asking for this specific feature.

Thanks

Josh

Was this reply helpful? Yes No
AyushJain on at

Like (0)

Report

Sorry for the late response Joshua. Unfortunately, we do not have any ETA at this time. We will update this thread when we do

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

It has been over a year and our marketing department keeps getting angrier and angrier about this feature missing...

I would not be surprised if they return to Marketo over this one feature..(yah they are that mad)... Other than "we don't know" can you provide some insight...

When I look at the forums I am not the only user asking for this and at this point the ask is "we are working on it" for almost a year now..

Please Obi-devs-Kanobi your our only hope...

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

As a follow on, is there some number of votes we need to move this idea from "the backlog" to actually worked on?...

experience.dynamics.com/.../

Was this reply helpful? Yes No
rexacrm 15 on at

Like (1)

Report

Hi, please take a look at the following doc.https://docs.microsoft.com/en-us/dynamics365/marketing/segments-interaction

Seems like you might be able to create a Behavioral Segment based on Email Clicks, Email Opens, Email delivered, etc and then filter by number of interactions in a certain period of time. Then add this segment as an Exclusion segment to a Journey.

Seems like this feature has been around for a while based on the doc's date, so it would be interesting to know why this hasn't been a suggested approach by Microsoft in this thread. I'm testing to use it for our client so not yet 100% sure it'll work. Hope it helps!

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

The problem is that only solves for starting a journey (or permanently removing someone from an existing journey)..

The need is to pause someone on a low priority journey, then restart them when they meet some qualification..

Basically the ask is either "pause" contacts when they are dropped from a dynamic segment then start them back up (from where they were) when they re-qualify..

OR do the same thing based on pausing them when they qualify for an exclusion segment, then they pick back up where they left off when they are removed from the exclusion list..

If you don't run multiple complex (possibly conflicting) marketing campaigns at the same time then the simple bahavior segment is enough... but you can quickly send someone with 5 emails on the same day even when you filter them by this behavior if the contact happens to qualify for all 5 journeys at the same time because none of them will know the other one is about to send the contact a message.

Was this reply helpful? Yes No
AyushJain on at

Like (0)

Report

This feature is on our longer term roadmap but we still cannot provide a confirmed ETA. Only when this feature has a target release (we have 2 release waves each year) can we update this thread and the IDEAs forum.

The workaround suggested by rexacrm could work if the intention is to simply exclude someone from a journey when they're over the weekly/monthly cap, but isn't a true frequency capping solution as Josh correctly explained. We'll get back to this forum when we have the solution in the works so we can seek early feedback on it. Please watch this space (the IDEAS post will also be updated when that happens)

Was this reply helpful? Yes No