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Change the Restrictions Set On An Email Address

Updated
The Goal: Set or change the email restrictions (None, Do Not Contact, or Only Transactional Emails) on a contact’s email address so GrowthZone delivers only the messages that contact has opted into.

Before You Begin:

  • You need back-office staff access to view and edit a contact’s profile.
  • Understand the two restriction types you can apply at the contact level:

    • Transactional Only: this will only allow transactional-type messages to this address. Think invoices for membership, payment receipts, that sort of thing. Emails sent thru the events module include those marked as Transactional Only.

      It does not send to those marked as Do Not Contact. When someone registers for an event, it is considered a transaction that they opted into, thus they are a candidate for receiving emails in that case.

    • Do Not Contact: an email address with this set at the contact level will receive NO messages from GrowthZone. At all. Even if a message is being sent to only that contact, GrowthZone will not deliver any emails to that address.
  • Note that an email address can also be marked as Do Not Contact at the List/Committee level; this will only prevent messages sent to that list from reaching that member.

 DID YOU KNOW? When someone registers for an event, it is considered a transaction that they opted into; thus, they are eligible to receive all emails from the event in case the event is canceled, postponed, or otherwise updated.

Microlearning Overview

View a Report of a Contact’s Restrictions

Using the Contacts report, you can view a report of your contacts’ restrictions. Include Transactional Emails Only and Do Not Contact in your fields to display. You can further filter the results by adding filters such as Transactional Emails Only = True or Do Not Contact = True. See Contacts Report for further information on working with this report.

Step-by-Step Instructions

From the back-office, staff can update the restrictions that have been set on an email address.

  1. Select the Profile tab for the desired organization/individual.

  2. Click the icon next to the email address you wish to update.

  3. From the Restrictions list, select the desired status:

    • None: There are no restrictions, the email address may be used for mass emails and individual emails.
    • Do Not Contact: No emails can be sent to this email address.
    • Only Transactional Emails: Only individual, transaction type (i.e. invoices, event confirmations, etc.), can be sent to this address. Specifically, this address will not receive emails sent to:
      • Lists/Committees
      • Dynamic Lists/Committees selected when you choose the ... option (next to the To) in sending an email.
      • When emails are sent to more recipients than the Email Bulk Mode Threshold (set on the Email Settings page under Marketing & Communication, Communication section, Settings).
  4. Click Done.

Common Pitfalls

  • Restrictions apply everywhere this address is used:

    		 IMPORTANT The restrictions set will be set anywhere this email address is used. For example, if this individual is on any of your lists/committees, the email will be set to the restriction that you have set here. Additionally, If an email is synced to Constant Contact and is set to Only Transactional Emails by a staff user, the email will be unsubscribed from Constant Contact immediately.

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