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Marketing~6 min · 5 steps

Stay consent-compliant

Review marketing eligibility, respect excluded contacts and check your sender identity.

  1. 1

    Review how eligibility works

    Open Marketing → Audience → Compliance. Read How compliance works here and review the status counts. Use this page to understand which contacts are excluded from marketing.

    Screenshot: Review how eligibility works. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  2. 2

    Review excluded contacts

    Check the list of contacts not receiving marketing and their reasons. Keep unsubscribe and bounce records. Do not resubscribe someone unless you have an appropriate renewed permission for this purpose.

    Screenshot: Review excluded contacts. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  3. 3

    Archive an address when needed

    To exclude an address administratively, enter it in Archive an email address and click Archive. Double-check the spelling so you do not block the wrong contact.

    Screenshot: Archive an address when needed. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  4. 4

    Check your sender identity

    Open Marketing → Settings and review your sender and organization details. Use Marketing for promotions and Messages for operational communications. The platform’s controls do not replace your organization’s responsibility to obtain consent.

    Screenshot: Check your sender identity. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  5. 5

    Check consent at send time

    A saved audience or an automation does not override a later unsubscribe. Review eligible recipients and the current consent settings before sending. Keep operational notices related to the existing service and promotional messages in their appropriate channels.

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