Context

Clients often need to send out business specific emails to partners and colleagues that don´t fall strictly into the marketing material category.  However the standard behavior of SAM will remove any contacts included in your mail out list (Target) that haven´t specifically chosen to be open to emails (they´ve neither said yes or no).  The need to bypass this check and allow, only for these specific situations, emails to be sent to these contacts can now be permitted.  

Solution

When running an email campaign of any type (excluding the already GPDR-bypassing, "Information or data directly related to a contact´s purchase or reservation") there will be a new section at the bottom of the Campaign > Run/Send window called Advanced options


Once expanded, there is a check box called "Campaign exclusively destined to business contacts"  Marking this check ensures that the emails will be sent to everyone in the target that has chosen to receive emails and additionally include those that have not stated any preference (but not to those who have marked "No").


It´s important to note that while this feature was primarily intended for communications between businesses (B2B) there is no internal check on this and marking the option simply extends the mailout to anyone who has not stated a preference for email notifications.  Be certain to review GDPR restrictions and any local area privacy restrictions and anti-SPAM laws concerning the delivery of publicity and marketing materials before using this function to ensure legality.  

Getting Started

There is no specific setup necessary.  The contact´s email preferences are located in the Contact file>Marketing tab.  If the options are not marked (see below) the email will be sent.  If either of these two options are marked "no" the email will not be sent.  



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