Transactional Messages Overview
Transactional messages inform or remind, and usually fall into one of these categories:
- Registration – signing up for a site account or an email list
- Notification – change to TOS, monthly statement
- Confirmation – purchase receipts, shipping confirmation information
Generally, a Transactional message does not contain any type of marketing content, including:
- Abandoned cart messages
- Coupons or promotional codes
- Messages that contain advertisements in addition to factual information. For example, adding a section that contains related items in a purchase receipt or shipping confirmation email.
For more specific guidelines on sending Transactional messages, consult your legal counsel and check the FTC FAQ.
How to Mark a Template as Transactional
For existing templates, from the classic HTML template editor:
- Locate the “Transactional” button in the main toolbar of all your HTML Templates.
- Clicking this button opens a display. Select the checkbox to apply the Transactional setting.
- You’ll see a pop-up window reminding you that the template must meet your local regulations and policies for a ‘transactional’ message.
- Save the template to confirm the changes. Your template is now a Transactional message.
Contact Support or your Customer Success Representative to mark an email created in Email Composer as a Transactional.
Receiving Transactional Messages
Users who will receive Transactional messages:
- Users with a Valid status (no opt-out status set)
- Users with an Opt-out(Marketing) status
Users who will not receive Transactional messages:
- Users with an Opt-out(All) status