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Ronda_Vye
Ronda_Vye
Level 2
April 14, 2017
Solved

Communiation by person / role

  • April 14, 2017
  • 1 reply
  • 2742 views

Is there a way to change communication limits (amount of emails) by the individual.  Our internal sales teams like to receive the emails we are sending out to our leads and on a heavy week, they are hitting our limit of 5 emails per week.   I want to adjust so they can receive all the emails but also keep my safeguard in place for my leads to have the 5 person limit.

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Best answer by Dan_Stevens_

Thanks for clarifying.  One option would be to always clone the email to make an "operational" one.  Then you can use this flow step in your "send email" smart campaign (you'll need to be using programs - not just emails - in your EPs to have access to individual smart campaigns like this):

1 reply

Dan_Stevens_
Dan_Stevens_
Level 10
April 14, 2017

As long as you make these emails "operational" (which you should do anyway for internal alerts like this), they won't be impacted by the communication limits you set.

    Ronda_Vye
    Ronda_VyeAuthor
    Level 2
    April 14, 2017

    This is a nurture stream and I have the sales team included in the stream as a seperate list. If I make the emails operation won't that effect the leads I have in the stream with them?  Should I be created a seperate program just for them?

    I don't think we are using best practice for handling our "Internal Employees who wish to see communications" as well as "Testing Emails" to keep out of our metrics and also for issues like this.   Is there a good document or place I could learn how to manage this effectively.

    Dan_Stevens_
    Dan_Stevens_Accepted solution
    Level 10
    April 14, 2017

    Thanks for clarifying.  One option would be to always clone the email to make an "operational" one.  Then you can use this flow step in your "send email" smart campaign (you'll need to be using programs - not just emails - in your EPs to have access to individual smart campaigns like this):

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