Rules
Email Rules
The plain-English rules that decide whether a customer can receive a follow-up email.
Who can receive follow-up emails
- Customers who have clearly agreed to receive follow-up emails.
- Recent customers who can be contacted about closely related checks.
- Customers with a valid email address and no warning flags on their account.
Who must not receive follow-up emails
- Customers who have unsubscribed.
- Customers marked with a do-not-email rule.
- Customers marked as service messages only.
- Customers where email permission is unknown.
- Customers with a hard bounce.
- Customers who have made a spam complaint.
- Customers with an active refund or payment dispute.
Send limits
- Send no more than one follow-up email to the same customer in 24 hours.
- Send no more than three follow-up emails to the same customer in seven days.
- Send only one follow-up email for the same customer action unless a later action clearly qualifies for another email.
- Do not send a reminder if the customer has already completed the action the email asks for.
Which email wins if more than one could be sent
- Service or safety message placeholder
- Purchase or report message placeholder
- Same-vehicle upgrade
- Checkout recovery
- Bundle top-up
- Pro account suggestion
- Larger bundle suggestion
- App suggestion
- Vehicle reminder
- Older customer re-contact
- General information
Rules for specific products
- Do not send a basic-to-comprehensive upgrade email if the customer has already bought a comprehensive check for the same registration.
- Do not send a free-to-paid email if the customer has already bought a paid check for the same registration.
- Do not send a bundle top-up email if the customer has more than one check remaining.
- Do not send an app email if the customer has used the app in the last 30 days.
- Do not send a pro account email if the customer is already a pro user.
- Do not send a checkout reminder if payment has already completed.