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Changes to sending mandatory messages
Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over 2 months ago

The way you send mandatory emails has changed on September 10, 2024. In order to continue sending mandatory messages you need make updates in your account as described below. Only account administrators can make these changes.

Benefits of the updated Mandatory Messaging workflow

  • Enables you to track consent to sending mandatory and opt-in messages separately for each contact in your account.

  • Reduces administrative workload by removing a step from the sending process.

  • Builds trust with stakeholders through transparent communication.

  • Prevents accidental emails sent to the wrong recipients, improving service for all.

Designate existing contacts as mandatory message recipients

Instead of designating individual emails as mandatory, contacts in your account have to be marked as mandatory content recipients. Each contact has two separate consent fields: opt-in and mandatory.

You need to update contacts who need to receive mandatory content:

  1. Select all contacts who need to receive mandatory messages

  2. Click the Update mandatory consent button

  3. Select the Enable option

The update can take up to 10 minutes to be processed. You can confirm contacts are marked as mandatory content recipients from the Database Overview page.

Enter the reason why contacts need to receive mandatory messages

Before the product update the description for sending a mandatory messages had to be entered each time you sent a message.

This description has changed to be an account level setting, which means you only need to enter it once; it will automatically apply to all mandatory messages sent from your account.

In the Mandatory content section of your account settings page enter the reason why contacts need to receive mandatory messages from you and click Save.

Adding new contacts who need to receive mandatory emails

You have two options to ensure new contacts who are added to your account are designated as mandatory consent recipients.

Option 1: If everyone in your account should always receive mandatory messages then you should enable the "Apply mandatory consent to newly created contacts" setting on the account setting page. This will ensure that every new contact will automatically be designated as a mandatory content recipient.

Option 2: If only some of newly added contacts should receive mandatory messages then, as you import contacts, you need to designate them as mandatory content recipients during the import process.

If you're adding contacts using the APIs or the universal CSV sync option, please reach out to Envoke support via chat for instructions on how to update your API requests and CSV file format so contacts are added as mandatory message recipients.

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