Define communication capping parameters such as channels and departments that are relevant to your organization and business strategy. You must configure the capping parameters and values before creating capping rules.
Required Editions
| Available in: All Editions supported by Data 360. See Data 360 edition availability. |
| User Permissions Needed | |
|---|---|
| To configure communication capping: | System Admin profile |
- Click the gear icon, and then select Data Cloud Setup.
If you don’t see this option, refresh your page, or log out and log back in with your admin user credentials.
- In the Quick Find box, enter and select Communication Capping.
- Under Enterprise Parameters, from the dropdown list, select the communication channels.
- To apply capping to specific lines of business or category, click Add New
Enterprise Parameter.
- Select User defined, and enter a parameter name and values. For example, if your organization handles multiple lines of business, you could add Department as a user-defined parameter and add values such as insurance, mortgage, credit card, etc. You can add up to two parameters and arrange them in the preferred order by using the sorting icon.
- To apply capping to a city, select City and enter the city names in the Values field.
- Under Functional Parameters, select how often you want to run capping rules.
- Daily
- Monthly - counts communications in the current calendar month, from the first day through the last day of the month. The count resets on the first day of the next month.
Limits are applied at both the profile and parameter levels.- Profile limits apply rules to individual profiles. Use these to ensure compliance to regulations and prevent message fatigue. For example, limit emails to 10 per day for any individual customer.
- Dimension limits apply capping rules to all customers that fit certain parameter values. Use these when managing budgets across multiple parameters. For example, limit emails to 10000 per day for all HNI customers targeted by Insurance.
After defining the capping parameters and values, configure communication capping in Data 360.