*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
One of the much needed features from Wave 1 2023 for marketing was the ability to set a cap on the number of messages someone could be sent. Limiting the number of messages with frequency capping was made generally available in the April 2023 release, which means it’s ready to go and to start being used in Production environments. How do you use it? It’s pretty straight forward, but take a look to make sure you know what to expect, then go and set your caps! Let’s take a look.
First, navigate to the Settings area in the D365 Marketing app, then go to the Customer engagement section. Click on Frequency cap.
Get started by clicking on Add new setting.
Give the record a name. If you only have one business unit, or only one of your business units are using the marketing app, the name doesn’t really matter too much. However, if you have multiple business units, and therefore want to add multiple frequency cap records, take that in to consideration and add to the name of the record. You have the option to set the maximum number of messages you can send a customer for Email, Texts and Push Notifications. These are commercial messages only as transactional will still be able to be sent out and would ignore the caps you have set. Consider the type of messages you send out to set an appropriate number that could be sent daily, weekly and monthly.
Once you have added the record, you can save and close it. If you need to have additional frequency cap records for other business units, you can still add them, but the owner must be changed to someone in the other business unit for it to link accordingly.
When creating a new Journey, you can click on the settings (gear icon) on the right panel and see what frequency caps will apply. The frequency cap record used will be based on the business unit of the owner of the Journey. If there is a need to make sure this message gets through to your customers and ignore the frequency caps set, there is an option to select not to apply them to the journey.
Once your Journey has started and emails are being sent out, you’ll be able to see any Contacts where the emails were blocked due to the frequency cap being met for them.
You’ll also see it in the Blocked emails section on the Email Insights for the Contact for Real-time Marketing.
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