Email & SMS Compliance

Modified on Fri, 27 Jun at 1:13 AM

When marketing for your business you want to reach as many people as possible, but there will always be people who aren't interested in knowing more. Giving them an easy way out helps you lower costs and expend your energy on prime customers.  Maintaining your Email and SMS compliance allows you to do so as well as keeping your communications clean for providers, lowering the risk of being marked as spam.


Make SMS Compliant


This setting automatically applies compliance measures to your SMS campaigns, such as including opt-out instructions in your messages. It's essential to have these checked to avoid legal issues and maintain your audience's trust.


image


Make Email Compliant


Similar to the SMS compliance setting, this ensures that your email campaigns include necessary elements like an unsubscribe option. Keeping this checked helps you adhere to email marketing laws and regulations.


image


Dealing with Invalid Contacts


A significant challenge in digital marketing is managing and maintaining a clean list of contacts. Our platform provides features to address this issue effectively.


Mark Emails as Invalid Due to Hard Bounce


This setting automatically marks email addresses that result in a hard bounce as invalid. A hard bounce indicates a permanent reason an email cannot be delivered, such as a non-existent email address. By enabling this feature, you can keep your email list clean and improve your campaign's deliverability rate.


image


Validate Phone Numbers


When using the SMS feature, it's crucial to ensure that the phone numbers in your contact list are valid. This setting verifies the phone numbers, helping you avoid sending messages to non-existent or incorrect numbers. This not only saves resources but also enhances the effectiveness of your SMS campaigns.


image


Implementing Workflows for Enhanced Management


To further streamline your email and SMS marketing efforts, you can implement workflows that automate certain processes, including the management of invalid contacts.


Creating Workflows for Invalid Contacts


You can set up workflows that automatically notify you when an email address or phone number is marked as invalid. This enables you to take immediate action, such as removing the contact from your list or reaching out through alternative means.


Add the number validation trigger to your workflow. You can configure the trigger to activate based on the number being invalid, SMS incapable, or both.


image


You can also add the Email Events trigger to activate the workflow when an email bounces.


image


Add actions to your workflow such as notifying a team member, tagging the contact, and updating their opportunity. Use If/Else conditions to segment the actions based on the specific trigger that initiated the workflow. For example, you can include an action to send an email to contacts with invalid phone numbers, requesting them to provide an alternate number. 


Additionally, add an action to send an SMS to contacts with invalid email addresses, asking them to supply an alternative email. This approach ensures that all invalid contact details are addressed promptly, improving communication and data accuracy.


image


Once you are satisfied with the workflow configuration, ensure that you save and publish it.

With these settings in place, you can be sure to maintain email and SMS compliance and lower your spam rates! 


Frequently Asked Questions


Q: What should I do if a valid contact is marked as invalid? 

  • Occasionally, a valid email might be marked as invalid due to a temporary issue. In such cases, you can manually check and correct the contact's status.

Q: How often should I review my compliance settings? 

  • It's a good practice to review your compliance settings periodically, especially after changes in marketing regulations.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article