What
Define the maximum number of sales emails that a recruiter can send in a 24 hour period (as a business-wide setting that can then be overridden on an individual recruiter basis), and how frequently a Contact can receive a sales email from anyone within the business.
This is a great way of keeping track on how much correspondence is being sent out and prevent overwhelming end-recipients with requests.
Email limits can be set either via a configuration that will be applied system-wide, or via an individual’s user record, which can be applied/removed at any time.
NOTE: The instructions in this article can only be carried out by your organisation's System Administrator. Mercury users with the Mercury - UCI App Super User security role are able to edit the Daily Sales Email Limit field.
Where
Home > Search Bar > click Search for rows in a table using advanced filters > type Users in Search tables > click Users > click Continue > select a User
How
1. Click into the global Search bar, then click Search for rows in a table using advanced Filters
2. In the side panel that opens on the right, search users, click the tick-box, then Continue :
3. A list of your organisation's users will appear. Select the user from the Full Name column.
4. Selecting a user will open a user record. Go to Summary tab > Email Restrictions > Daily Sales Email Limit field
Additional Config information
- There is a local config setting that can set the number of whole days between which sales emails can be sent out, and another that can set the maximum amount of sales emails that a User can send in a 24-hour period (on individual User records, they can be set to have a different sending limit).
- The global organisation default limit needs to be applied at Client level first within the configuration file, where all users will have that default applied to them. Only after this configuration has been carried out, will the User level restriction come into play.
- Any limit that has been applied to a user is reset every night at Midnight (UTC). If the user attempts to send an email once the limit has been reached, then they will encounter an on-screen warning message: