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Communication Rules

Scoping Questions
  1. What communication rules and data elements are required?
  2. Are frequency caps needed?
  3. What personalisation fields are available?
Configuration Example

Communication rules are configured through the CRM campaign management module. Key settings include:

  • Frequency caps - maximum communications per customer per period
  • Channel preferences - respect customer preferred contact method
  • Quiet periods - no-contact windows (time of day, days of week)
  • Priority rules - campaign priority when multiple campaigns overlap

These settings are configured through the CRM application configuration rather than entity XML.