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Understanding email eligibility

Learn more about Bluecore's email eligibility settings that can be configured within your account.

Updated this week

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

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