Setting Up Permissions for your Campaigns

Objectives

After completing this lesson, you will be able to:

  • Set up communication categories and limits for your campaigns.

Permissions Overview

Before examining permission processing as part of the marketing process overview, you first need to understand how permissions and subscriptions are defined in SAP Marketing Cloud.

A permission is consent given for the combination of a communication medium and a marketing area. You can restrict permission for a specific country/region or communication medium combination by defining how permissions are handled. A permission can be classified either as an outbound or inbound marketing permission.

Talking about permissions in general, we mostly mean outbound marketing permissions. They determine whether the system is allowed to contact an interaction contact using a specific communication medium; for example, email or phone. Here, the system allows you to define how outbound permissions are treated.

For some countries, you can set the permission to Implicit so the communication with interaction contacts in that country can happen without their express permission for the defined medium. An explicit permission, on the other hand, always needs to be validated and agreed by the interaction contact before communication can take place.

Finally, you should keep in mind that inbound marketing permissions define how the interaction data will be tracked on social channels like Facebook. You can save such data without any restrictions, record them anonymously, or discard such recordings because of missing permissions.

Subscriptions are a special form of permissions that are only valid for a certain marketing context, for example a newsletter or event. When an Interaction Contact can subscribe for a newsletter X, permission for the communication medium email first needs to be given for that individual to be contacted. Subscriptions are only available for the email communication medium.

 

Permission Process Overview

Communication Categories and Limits

A communication category is a grouping to manage newsletter subscriptions for marketing campaigns. A communication limit is a communication category setting that selects the communication medium used for contacts and defines the communication timeframe. You can set limits that are checked during campaign execution and create subscription-enabled communication categories.

To protect your interaction contacts from spam and keep your reputation clean, you can also set some limits for your communication categories. Such a rule can include the communication medium, the number of messages, and the timeframe (days) during which limits get summed and calculated.

An easy example could be that our receivers are only allowed to get three emails of the communication category Camera Newsletter in a 10 day span. If a fourth email of this category is sent out, the contact won’t be included, as the delivery will be blocked.

Sequence of Validation

This example shows the Sent-Out process for an email campaign set up for the marketing area EMEA.

 

 

In case there is a hard bounce, the affected address will be removed from the interaction contact master data and the contact will be indirectly excluded from the upcoming campaigns. This will help you to keep your sender profile clean and prevent damaging your reputation.

Note
You are responsible for your reputation, related to the emails that you are sending. Internet Service Providers (ISP) and email servers are continuously adjusting their rules to protect users. So keep yourself informed and monitor your bounce rate regularly.

To learn more about email bounces, check out this blog post below.

Blog - SAP Marketing Cloud Bounces Management using Sinch E-mail 365

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