My business is trying to implement 2 rules on marketers about the frequency they can email our contacts in marketing cloud. I am looking for a solution to do this perhaps in automation studio to eliminate errors.
The first rule is that contacts can only receive one email per day – if they already received one, any subsequent sends for that contact would fail / be skipped record.
Second rule is that contacts can only receive two emails in a 7 day rolling period. If they already received 2 emails within the past 7 days, they would fail / be skipped record.
Our MC environment was set up to have a standard data extension that is populated from synchronized data extension on a daily basis. Marketers create filtered data extensions from the standard and then send to the filtered DE.
Problems this poses:
- Filtered data extension is static at time of creating – if I were to include a last sent date in the standard DE automation that uses tracking data, it would not prevent sends against previously filtered data extensions that are not refreshed.
- Marketers can schedule multiple emails on the same day or during the same 7-day period in the future – tracking tables that might be used for suppression don't contain jobs scheduled in future. Eg. Today is 8/25 and no email has been sent today. Marketer sets up three emails to be sent tomorrow – neither filter criteria would be met.
Best Answer
One possibility would be including an Exclusion Script in the email that filters out subscribers present in the sent data view with a date of the current day or in your second case the last 7 days.
According to Eliot's answer to another question the script needs to be saved to a content block and the return value (content) of this block needs to be used in the Exclusion script:
And your exclusion script will look like this (for the 7 day check):
Related documentation: