Use copilot to send "Operational" emails

Forum|Forum|10 years ago
February 26, 2016
22 replies
301 views

I see that with the latest release, or maybe before, you can flag emails as operational and they will bypass some opt out preferences. Is it possible to use this feature in Copilot? I can only find instructions on how to use it in the rules engine. I'm honestly a little confused why you would use the rules engine to send an email also but how do I use that feature in Copilot?

journey orchestrator

Best answer by gaurav_kotak

To everyone interested in sending operational emails via copilot, I wanted to your feedback on what you think comprises of an operational email. We are looking to enable this functionality but obviously don't want to get you/us in trouble / black listed by email vendors.

At this point we are considering allowing enabling 'operational emails (no unsubscribe)'

1. Any email sent via cockpit email tasks (semi-automation) are always operational
2. Any email sent via copilot with an embedded report can be sent as operational
3. Any email sent via copilot which has a tokenized link can be sent as operational
4. Any email sent as a 'daily trigger' where essentially comparing to a date, can be sent as operational
5. Any email can be sent via copilot, but if number in outreach > 1000, the unsubscribe link is added.
6. to send operational email, the from address much be address of a CSM (or user) vs. a generic email address.

The motivation here is to ensure only operational emails are sent as operation and we believe emails that are heavily personalized (embedded report, tokenized link, from CSM, smaller batches) can be marked as operational and not have unsubscribe link.

Thanks,
Gaurav

sundar

Expert ⭐️

Hey Lauren, Operational email option is not there in Copilot yet. I will add that as a suggestion as an enhancement request to copilot roadmap.
For the time being, you can use Rules engine and SFDC email template to send out the operational email. You can use the same source for the list and have Send email action. The reason for this being part of Rules Engine is operational emails should be controlled by Admin and not CSM team.

elaine_cleary

Helper ⭐️⭐️

Hi Sundar, I've had a couple of companies ask about when we may offer operational emails from Copilot. Is there any new insight into timing? FYI - All of these companies have Copilot controlled by an Admin so they don't view it as a risk. Thanks!

sundar

Expert ⭐️

Thanks Elaine. This is added to backlog, will keep everyone posted on ETA.

dan_ahrens

Expert ⭐️⭐️⭐️

Hi Sundar,

I'm going to add my +1 on this as well. The issue is increasingly coming up with customers of mine and for some of them is a roadblock to being able to fully use CoPilot.

This functionality is available in some other similar email platforms:
Marketo : https://www.youtube.com/watch?v=0sJJ2_p4XOo
HubSpot: http://blog.hubspot.com/customers/difference-between-transactional-and-marketing-email

Related - I found this interesting article that digs deep into the differences between commercial and transactional emails both in the US and in other jurisdictions. https://customer.io/blog/Send-email-without-unsubscribe-link-cold.html

VP of Customer Success at Forcepoint

sundar

Expert ⭐️

This is targeted for upcoming quarter.

A

Anonymous

Do you have a rough date for when this feature would go live?

gaurav_kotak

Expert ⭐️

As Sundar mentioned, planned for Q4. Not sure yet if October or November release. We'll mention in release notes and update this thread once we have more info.

gaurav_kotakAnswer

Expert ⭐️

To everyone interested in sending operational emails via copilot, I wanted to your feedback on what you think comprises of an operational email. We are looking to enable this functionality but obviously don't want to get you/us in trouble / black listed by email vendors.

At this point we are considering allowing enabling 'operational emails (no unsubscribe)'

1. Any email sent via cockpit email tasks (semi-automation) are always operational
2. Any email sent via copilot with an embedded report can be sent as operational
3. Any email sent via copilot which has a tokenized link can be sent as operational
4. Any email sent as a 'daily trigger' where essentially comparing to a date, can be sent as operational
5. Any email can be sent via copilot, but if number in outreach > 1000, the unsubscribe link is added.
6. to send operational email, the from address much be address of a CSM (or user) vs. a generic email address.

The motivation here is to ensure only operational emails are sent as operation and we believe emails that are heavily personalized (embedded report, tokenized link, from CSM, smaller batches) can be marked as operational and not have unsubscribe link.

Thanks,
Gaurav