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Act-On Software

Transactional Email Overview

Act-On has transactional sending capabilities as an add-on purchase, available on request and subject to strict adherence to Act-On's policies. Transactional sending must not contain marketing or advertising material.

Please note: The use of this feature has implications for your CAN-SPAM compliance. Act-On does not provide legal advice about transactional communications.

What is a transactional email?

An email is transactional if it is necessary to complete a transaction or process that the recipient already started with your organization. Transactional emails are sent to existing customers only, and are usually sent one-to-one about a specific transaction.

Examples:

  • Receipts and purchase confirmation
  • Shipping confirmation and order tracking
  • Product registration
  • Password reset emails
  • Disruptions to products and services (like software downtime or facilities being closed)

These are not transactional emails:

  • Newsletters
  • Coupons or deals for existing customers
  • Reminders about a transaction that was not completed
  • All-customer emails not connected to past transactions

How does Act-On handle transactional sending?

If an email is transactional in nature, Act-On will send it from IP addresses dedicated to this purpose, resulting in the highest possible inbox placement rate. We will also bypass opt-outs and email fatigue logic to ensure that the email send is not suppressed.

Because these messages are treated very differently from marketing emails, Act-On has strict policies governing this feature. Please check with your Account Manager if you need more information.

How to request

To purchase transactional capabilties:

  1. Contact your Account Manager and Customer Success Manager (if applicable), and provide the following:
    • What specific business cases do you have requiring this feature?
    • When you need to start sending transactional messages?
      Please note: it can take two weeks or longer for this feature to be approved
    • Which account IDs will need to use the feature?
  2. Contact compliance@act-on.com and attach examples of each type of transactional message you will send
    • Messages that are not shared and approved during this step will need to go through a longer approval process before they can be sent
  3. Our legal and compliance team will review your request. Once approved, the functionality will be added to your account.

How to send transactional messages

Select the Transactional Message check box in the Address section of your outbound message

transactional-email.png

A popup will appear. Confirm all of the details before proceeding.

Please ensure that your list does not contain duplicate contacts before sending. There is a known issue in this feature where duplicates are not suppressed, so you should perform list maintenance to de-duplicate your list.

Act-On's Transactional Sending Policy

To keep high quality of transactional IPs, we monitor all transactional messages and will revoke this feature from accounts that use it inappropriately. Please talk to your Account Manager if you need more information.

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