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Question

Transactional vs. Campaign Emails for Website Queries: Best Practice Insights Needed.

  • November 28, 2024
  • 1 reply
  • 34 views

Hi Community,

I’d like your insights on a scenario we're discussing regarding whether certain emails should be categorized as transactional or remain as campaign-triggered in Customer.io.

We’ve set up a campaign for website queries where an email is sent to both our internal team and the client who submitted the query. Currently, these emails are part of a campaign, but the question arose about whether they should instead be classified as transactional.

Here’s what I understand:

  • Customer.io Guidance: Transactional emails are often used for event updates, client-focused communication, or sensitive information.
  • Difference Between Campaigns and Transactional: It seems transactional emails are exempt from "Message Limits," making them ideal for essential messages like password reset requests.

Given that website queries are internal-focused but also include client-facing elements, I wonder:

  • Would moving these emails to transactional be more effective, or does keeping them in campaigns make sense given their dual nature?
  • What factors should we prioritize when deciding between transactional and campaign classifications in this case?

Looking forward to your thoughts and recommendations!

1 reply

digitalisierungsprofi

Hi ​@Uzair Abdullah Gurchani 

My opinion about that: For “real” transactional emails like password reset that are usually also sent to unsubscribed people or contain really sensitive info, it’s pretty clear that using transactional emails is the way to go. 

But for all other cases I so far tended towards campaigns, in particular event-triggered campaigns. Although transactional emails also feature localization (language) which was missing some time ago, you can not A/B test etc. This flexibility was so far always more important than the deliverability advantages with transactional messages. Combined with the need to combine internal and external messages around the same case, I would stick with the campaign-based approach

André


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