Is there an option to change the default values for the recency and frequency settings in mailings and surveys?

Environment:

Mailings and Surveys, Setting sending limits and frequency for audiences
Outreach and Feedback

Issue:

We want to change the default values for the Limit Frequency of Communication and Limit Recency of Communication options in mailings or surveys.

Resolution:

When setting up an audience for your mailings and surveys, you can restrict the number of mailings and surveys sent to a contact within a certain period of time (frequency) and how long to wait from when the last mailing or survey was sent before sending the other (recency).

When a mailing or survey is launched, it will not be sent to any contacts who have received the maximum number of communications (all total, mailings and surveys) within the designated time period.

Setting default values for Frequency and Recency

Several configuration settings allow you to specify the default values for both the Limit frequency of communication and the Limit recency of communication options on the Audiences tab. You can configure either or both of the check boxes to be enabled by default.  You can also set different default values for the numerical values in each of the options.

All of the settings listed below are accessed from the same path.

Path to setting(s): Select Configuration from the navigation area > Site Configuration > Configuration Settings > and search by Key.

Five settings affect the Limit frequency of communication option on the Audiences tab:

• MAILING_LIMIT_FREQUENCY_DEFAULT: Sets the default value of the Limit Frequency option on the Audiences tab for new mailings and surveys.
   
  If enabled, for new mailings and surveys, the check box for the frequency option on the Audiences tab is enabled by default. If disabled, the staff member must explicitly enable the frequency checkbox on the Audiences tab in order to use that feature. Default is disabled (No).
  
  
• MAILING_LIMIT_FREQUENCY_MSGS: Sets the default value of the number of messages used in the Limit Frequency option on the Audiences tab for new surveys and mailings.
  
  
• MAILING_LIMIT_FREQUENCY_DAYS: Sets the default value of the number of days used in the Limit Frequency option on the Audiences tab for new surveys and mailings.

Two configuration settings affect the Limit recency of communication option on the Audiences tab:

• MAILING_LIMIT_RECENCY_DEFAULT: Sets the default value of the Limit Recency option on the Mailing Audiences tab for new mailings and surveys.
  
  If enabled, for new mailings and surveys, the check box for the recency option on the Audiences tab is enabled by default. If disabled, the staff member must explicitly enable the frequency checkbox on the Audiences tab in order to use that feature. Default is disabled (No).
  
  
• MAILING_LIMIT_RECENCY_DAYS: Sets the default value of the number of days used in the Limit Recency option on the Audiences tab for new surveys and mailings.

Note: Staff may be able to override the default values for the frequency and recency settings in a mailing or survey. If the staff profile has the Modify Frequency Setting and/or the Modify Recency Setting options enabled on either the Outreach tab or the Feedback tab, the staff member can edit the frequency and recency options in a mailing or survey.

The following two settings are also available:

• MAILING_LIMIT_BY_CHANNEL :  If enabled, both recency and frequency calculations will only count transactions consistent with the current channel in use. Only Outreach send transactions will be counted when a mailing is being checked, and only Feedback send transactions will be counted for a survey. If disabled, all transactions from both Outreach and Feedback will be tabulated together. Default is disabled (No).
• MAILING_LIMIT_BY INTERFACE: If enabled, both recency and frequency calculations will only count sent transactions on the current interface. In this mode, transactions on all other interfaces will be ignored when determining whether the email should be sent according to prior communications with the contact. If disabled, recency and frequency calculations will be based on all transactions regardless of interface. Default is disabled (No).

For additional information, refer to the 'Frequency and recency limits' section in the Online Help User Guide documentation. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.