Account-Level Communication Limits

[cookiemonstersa]

Hi all,

Apologies if this has been discussed before—I couldn’t find anything via search.

Is there a way to set communication limits at the account level?

For example, if we have 100 contacts at Company ABC and are sending an email but want to limit it to only 5 recipients from that company, is there a built-in way to do this? Or would this need to be handled through Smart List filtering?

Thanks!

[SanfordWhiteman · Accepted solution]

It’s simply impossible to do this with Smart Lists alone, because SLs don’t communicate across records, even those with an account in common.

We’ve done this using a webhook-compatible service in cases where people wanted to send to a max of N recipients @ a given domain. (Where N could actually differ per domain, so some domains got 100 emails, others 50.)

[cookiemonstersa]

Darn, I figured that might be the case. Thank you!