Email eligibility is a customer-level attribute that ensures that customers are getting the campaigns that they are permitted to receive.
For more information on SMS/MMS eligibility, see Understanding SMS/MMS eligibility.
Bluecore supports the following eligibility statuses for email:
Opted-in
The customer has given their explicit consent to receive email communication.
Known
The customer has been identified, such as through a purchase or other website activity, but has neither opted-in nor unsubscribed.
Unsubscribed
The customer has chosen to no longer receive marketing email communication from your brand.
This typically happens when the customer unsubscribes via an unsubscribe link in an email or preference center.
Audience-level channel and eligibility statuses
In addition to the email eligibility statuses, you can select the Not unsubscribed status in audiences. Not unsubscribed includes all customers who are either opted-in or known.
If you do not include any eligibility statuses in the audience, the audience defaults to include all statuses.
For more information on adding eligibility in audiences, see Channel and eligibility.
Email eligibility filtering
To ensure your email campaigns reach eligible customers, Bluecore uses a layered filtering system that has three components:
Audience-level channel and eligibility.
Campaign-level classification.
Promotional/batch
Triggered
Transactional
Account-level email eligibility settings.
Promotional/batch
Triggered
These components operate like a funnel.
At the top of the funnel is the audience-level channel and eligibility. This demonstrates your broadest potential audience reach by allowing you to create audiences with customers with all available eligibility statuses.
The campaign-level classification then directs the filtering to use promotional/batch, triggered, or transactional.
At the bottom of the funnel is the account-level email eligibility settings. This final filter ensures that only opted-in or known customers receive campaigns, depending on your settings.
Promotional/batch campaigns
Promotional/batch campaigns are only sent to opted-in customers and can never be sent to known or unsubscribed customers, regardless of channel and eligibility filters.
If channel and eligibility doesn’t include opted-in, the campaign does not send to any customers.
The following table represents five different audience examples, each with a different channel and eligibility, and which customers would receive those campaigns.
| Channel and eligibility: Opted-in | Channel and eligibility: Known | Channel and eligibility: Unsubscribed | Channel and eligibility: Not unsubscribed | Channel and eligibility: Any |
Status that receives campaigns | Opted-in | None | None | Opted-in | Opted-in |
Triggered classification
Triggered emails can be sent one of two ways:
To opted-in customers.
To opted-in and known customers.
Triggered email campaigns can never be sent to unsubscribed customers.
You can update your triggered eligibility settings at any time by navigating to Campaigns > Settings > Email Eligibility.
Triggered: Opted-in only
If the triggered campaign email eligibility setting is enabled, it only sends to opted-in customers, regardless of audience-level channel and eligibility.
If channel and eligibility doesn’t include opted-in, the campaign will not send to any customers.
The following table represents five different audience examples, each with a different channel and eligibility, and which customers would receive those campaigns.
| Channel and eligibility: Opted-in | Channel and eligibility: Known | Channel and eligibility: Unsubscribed | Channel and eligibility: Not unsubscribed | Channel and eligibility: Any |
Status that receives campaigns | Opted-in | None | None | Opted-in | Opted-in |
Triggered: Opted-in and known
If the triggered campaign email eligibility setting is not enabled, both known and opted-in customers will receive the email, regardless of eligibility.
If the channel and eligibility doesn’t include opted-in or known, the campaign does not send to any customers.
The following table represents five different audience examples, each with a different channel and eligibility, and which customers would receive those campaigns.
| Channel and eligibility: Opted-in | Channel and eligibility: Known | Channel and eligibility: Unsubscribed | Channel and eligibility: Not unsubscribed | Channel and eligibility: Any |
Status that receives campaigns | Opted-in | Opted-in and known | None | Opted-in and known | Opted-in and known |
Transactional classification
Transactional campaigns are sent to all customers that qualify, regardless of eligibility status.
If the transactional campaign has an associated audience associated, the audience-level channel and eligibility is ignored and the campaign sends to all customers that qualify.
If the transactional campaign uses product blocks, only opted-in customers receive the product block.
The following table represents the five different examples, each with a different audience-level channel and eligibility, and which customers would receive those campaigns and product blocks within the campaign.
| Channel and eligibility: Opted-in | Channel and eligibility: Known | Channel and eligibility: Unsubscribed | Channel and eligibility: Not unsubscribed | Channel and eligibility: Any |
Status that receives campaigns | All | All | All | All | All |
Status that receives product blocks | Opted-in | Opted-in | Opted-in | Opted-in | Opted-in |