Email Engagement Rules

The basics

Sendbloom can limit the number of emails sent to a single prospect or company within a given time period. When applied across your team or organization, rules of engagement are great way to keep your company from reaching out to the same prospect or company too frequently.

How does it work?

Engagement rules are setup to limit contact from your team or org to either a single prospect (email) or company (domain). Both are detailed below with examples:
1. Limiting contact to any given prospect
Limiting the number of emails sent to any prospect will prevent multiple members of your team or organization from emailing the same prospect in a given date range. 
For example: if my team is set to send 1 email to a given prospect every 2 days and multiple team members attempt to email the same prospect, only one email will be delivered in that date range. An email that was rescheduled would send as soon as two days later.

2. Limiting contact to any given domain

Limiting the number of emails sent to a domain will prevent multiple members of your team or organization from emails the same company in a given date range. 

For example: if my team is set to send only 3 emails to a given domain (i.e. @sendbloom.com) in a single day and 10 emails are scheduled across my team or organization in the same day, only 3 will be delivered. 3 more would be rescheduled to send the following day, 3 more the day after that, and the last email on the fourth day.

If one of my emails is rescheduled because of engagement limits, do I need to take action to keep that campaign going? 

Nope! No action is needed on your end -- Sendbloom will automatically reschedule any emails in violation for you. If you're curious, you can view when any prospect is scheduled to receive its next touch in Prospects under the Next Touch column. 

How do I set it up?

Rules of engagement are configured by your Sendbloom Customer Success manager and can be viewed in the  Engagement Settings section of your account.  We can customize rules of engagement to allow X emails every Y days. You'll let us know exactly how often your teams and organization can reach out to certain prospects or companies.

Combining more than one engagement rule 

Different limits can be set across an entire organization and at the team level, allowing multiple teams to reach out at the same time but preventing reps within the same team from contacting the same prospect. An email must satisfy both team and organization rules to be sent, we'll continue to push the send date out until both conditions are met.