https://docs.yesware.com/assets/js/66a8b5bf.cdd05bd0.js

1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["6335"],{7806:function(e,i,n){n.r(i),n.d(i,{frontMatter:()=>r,default:()=>h,toc:()=>d,metadata:()=>a,assets:()=>l,contentTitle:()=>c});var a=JSON.parse('{"id":"settings/daily-recipient-cap/index","title":"Daily Recipient Cap","description":"Set and enforce a rolling 24-hour limit on how many new campaign recipients a member can add.","source":"@site/docs/settings/daily-recipient-cap/index.mdx","sourceDirName":"settings/daily-recipient-cap","slug":"/settings/daily-recipient-cap/","permalink":"/docs/settings/daily-recipient-cap/","draft":false,"unlisted":false,"tags":[{"inline":true,"label":"settings","permalink":"/docs/tags/settings"},{"inline":true,"label":"campaigns","permalink":"/docs/tags/campaigns"},{"inline":true,"label":"teams","permalink":"/docs/tags/teams"},{"inline":true,"label":"permissions","permalink":"/docs/tags/permissions"},{"inline":true,"label":"recipient-cap","permalink":"/docs/tags/recipient-cap"}],"version":"current","frontMatter":{"title":"Daily Recipient Cap","sidebar_label":"Daily Recipient Cap","description":"Set and enforce a rolling 24-hour limit on how many new campaign recipients a member can add.","tags":["settings","campaigns","teams","permissions","recipient-cap"],"keywords":["daily recipient cap","recipient limit","campaign permissions","global policies","team leader","rolling 24-hour window"]},"sidebar":"tutorialSidebar","previous":{"title":"Security and privacy","permalink":"/docs/settings/security-and-privacy/"},"next":{"title":"Activity & Email Tracking","permalink":"/docs/activity/"}}'),t=n(5893),s=n(65);let r={title:"Daily Recipient Cap",sidebar_label:"Daily Recipient Cap",description:"Set and enforce a rolling 24-hour limit on how many new campaign recipients a member can add.",tags:["settings","campaigns","teams","permissions","recipient-cap"],keywords:["daily recipient cap","recipient limit","campaign permissions","global policies","team leader","rolling 24-hour window"]},c=void 0,l={},d=[{value:"What is the daily recipient cap?",id:"what-is-the-daily-recipient-cap",level:2},{value:"Why is this important?",id:"why-is-this-important",level:2},{value:"What's included?",id:"whats-included",level:2},{value:"How to set and use the daily recipient cap",id:"how-to-set-and-use-the-daily-recipient-cap",level:2},{value:"For Yesware Admins: set the account-wide ceiling",id:"for-yesware-admins-set-the-account-wide-ceiling",level:3},{value:"For Team Leaders: set a per-member cap",id:"for-team-leaders-set-a-per-member-cap",level:3},{value:"For members: work within your cap",id:"for-members-work-within-your-cap",level:3},{value:"How the cap is enforced",id:"how-the-cap-is-enforced",level:2},{value:"Frequently Asked Questions",id:"frequently-asked-questions",level:2}];function o(e){let i={admonition:"admonition",code:"code",h2:"h2",h3:"h3",img:"img",li:"li",p:"p",strong:"strong",ul:"ul",...(0,s.a)(),...e.components},{Details:a}=i;return a||function(e,i){throw Error("Expected "+(i?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(i.h2,{id:"what-is-the-daily-recipient-cap",children:"What is the daily recipient cap?"}),"\n",(0,t.jsx)(i.p,{children:"The daily recipient cap limits how many new campaign recipients a member can add within a rolling 24-hour period. If a member tries to launch a campaign that would push them over their cap, Yesware blocks the launch and prompts them to remove recipients until they are back under the limit."}),"\n",(0,t.jsxs)(i.p,{children:["The cap is managed in two places. Yesware Admins and Account Managers set an account-wide daily recipient limit on the ",(0,t.jsx)(i.code,{children:"Global Policies"})," page, and Team Leaders set a per-member cap for the members they manage from the ",(0,t.jsx)(i.code,{children:"Teams"})," view. Members can see how much of their cap remains directly within the Campaigns feature."]}),"\n",(0,t.jsx)(i.admonition,{type:"info",children:(0,t.jsx)(i.p,{children:"The daily recipient cap relies on the Teams feature, which is available on the Premium and Enterprise plans."})}),"\n",(0,t.jsx)(i.h2,{id:"why-is-this-important",children:"Why is this important?"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Pace outreach deliberately:"})," a per-person guardrail keeps members from adding a very large number of new recipients at once"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Set one account-wide standard:"})," an account-wide ceiling keeps every member within a consistent limit"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Stay flexible per member:"})," Team Leaders can set a lower cap for specific members without changing the account-wide policy"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Keep members informed:"})," the remaining count is visible in Campaigns, and the launch block clearly explains what to do next"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Avoid over-contacting prospects:"})," capping new recipients keeps sending volume consistent from day to day"]}),"\n"]}),"\n",(0,t.jsx)(i.h2,{id:"whats-included",children:"What's included?"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Account-wide ceiling:"})," an account-level daily recipient limit that no individual member's cap can exceed"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Per-member caps:"})," a daily recipient cap that Team Leaders set for each member they manage"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Team Leader exemption:"}

1)," Team Leaders are not capped and appear as ",(0,t.jsx)(i.code,{children:"Exempt"})," in the Teams view"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"New-recipient counting:"})," only new campaign recipients added in the rolling 24-hour window count toward the cap"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Pre-send enforcement:"})," the cap is enforced at campaign launch, not when recipients are added"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Remaining-cap visibility:"})," members can see how many recipients they have left for the current window"]}),"\n"]}),"\n",(0,t.jsx)(i.h2,{id:"how-to-set-and-use-the-daily-recipient-cap",children:"How to set and use the daily recipient cap"}),"\n",(0,t.jsx)(i.h3,{id:"for-yesware-admins-set-the-account-wide-ceiling",children:"For Yesware Admins: set the account-wide ceiling"}),"\n",(0,t.jsxs)(i.p,{children:["Step 1: Go to ",(0,t.jsx)(i.code,{children:"Settings"})," and open ",(0,t.jsx)(i.code,{children:"Global Policies"}),", then select the ",(0,t.jsx)(i.code,{children:"Account-Wide Policies"})," tab."]}),"\n",(0,t.jsxs)(i.p,{children:["Step 2: Under ",(0,t.jsx)(i.code,{children:"Daily recipient limit"}),", enter a whole number between 1 and 2,000, or leave it blank for no account-wide limit. Click ",(0,t.jsx)(i.code,{children:"Save"}),"."]}),"\n",(0,t.jsx)(i.p,{children:"The value you set becomes the maximum any member's daily recipient cap can be set to."}),"\n",(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"The account-wide Daily recipient limit field on the Global Policies page",src:n(8202).Z+"",width:"1321",height:"789"})}),"\n",(0,t.jsx)(i.h3,{id:"for-team-leaders-set-a-per-member-cap",children:"For Team Leaders: set a per-member cap"}),"\n",(0,t.jsxs)(i.p,{children:["Step 3: Go to ",(0,t.jsx)(i.code,{children:"Teams"})," and open your team. Each member's current cap appears in the read-only ",(0,t.jsx)(i.code,{children:"Daily Recipient Cap"})," column. Team Leaders appear as ",(0,t.jsx)(i.code,{children:"Exempt"}),", and members without a cap show ",(0,t.jsx)(i.code,{children:"No limit"}),"."]}),"\n",(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"The Daily Recipient Cap column in the Teams view, showing a member with No limit and an edit pencil, and Team Leaders as Exempt",src:n(8091).Z+"",width:"2582",height:"646"})}),"\n",(0,t.jsxs)(i.p,{children:["Step 4: Click the pencil next to a member to open the ",(0,t.jsx)(i.code,{children:"Edit Limits"})," modal. Enter their daily recipient cap in new recipients per day, at or below the account-wide ceiling, and click ",(0,t.jsx)(i.code,{children:"Save"}),". Leave it blank for no limit."]}),"\n",(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"The Edit Limits modal where a Team Leader sets a member's daily recipient cap in new recipients per day",src:n(9545).Z+"",width:"712",height:"702"})}),"\n",(0,t.jsxs)(i.p,{children:["The saved cap then appears in the member's ",(0,t.jsx)(i.code,{children:"Daily Recipient Cap"})," column."]}),"\n",(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"A saved per-member daily recipient cap of 20 per day shown in the Teams view column",src:n(7191).Z+"",width:"2532",height:"592"})}),"\n",(0,t.jsx)(i.h3,{id:"for-members-work-within-your-cap",children:"For members: work within your cap"}),"\n",(0,t.jsxs)(i.p,{children:["Step 5: On the ",(0,t.jsx)(i.code,{children:"Campaigns"})," page, check the ",(0,t.jsx)(i.code,{children:"Daily recipients"})," counter to see how many recipients you have left today."]}),"\n",(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"The remaining Daily recipients counter on the Campaigns list",src:n(8485).Z+"",width:"2512",height:"652"})}),"\n",(0,t.jsxs)(i.p,{children:["Step 6: Build a campaign as usual. The ",(0,t.jsx)(i.code,{children:"Add Recipients"})," step shows a running count of how much of your cap you have used in the last 24 hours."]}),"\n",(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"The remaining-cap counter shown while adding recipients to a campaign",src:n(5862).Z+"",width:"2487",height:"1207"})}),"\n",(0,t.jsx)(i.p,{children:"Step 7: If your selected recipients would exceed your cap, a warning asks you to uncheck recipients (or start with fewer) before you can continue."}),"\n",(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"A warning prompting the member to uncheck recipients until they are under their daily cap",src:n(8260).Z+"",width:"2000",height:"1000"})}),"\n",(0,t.jsxs)(i.p,{children:["Step 8: Until you are under the cap, the ",(0,t.jsx)(i.co

1de,{children:"Start Campaign"})," button stays disabled. Uncheck recipients to re-enable it, then launch."]}),"\n",(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"The Start Campaign button disabled until the member is back under their daily recipient cap",src:n(7971).Z+"",width:"1310",height:"782"})}),"\n",(0,t.jsx)(i.h2,{id:"how-the-cap-is-enforced",children:"How the cap is enforced"}),"\n",(0,t.jsx)(i.p,{children:"Keep the following behaviors in mind."}),"\n",(0,t.jsxs)(i.p,{children:[(0,t.jsx)(i.strong,{children:"The account-wide value is a hard ceiling."})," A per-member cap can be equal to or lower than the account default, but never higher. The system always enforces the lower of the account default and the per-member value, so if the account-wide limit is later lowered below a member's existing cap, the effective limit drops to the lower value immediately."]}),"\n",(0,t.jsxs)(i.p,{children:[(0,t.jsx)(i.strong,{children:"Only new campaign recipients count."})," The cap counts new campaign recipients added within the rolling 24-hour window. Follow-ups and one-off emails do not count toward it, and it is not a limit on total emails sent."]}),"\n",(0,t.jsxs)(i.p,{children:[(0,t.jsx)(i.strong,{children:"Enforcement happens at launch."})," All checked recipients are added to the campaign normally. If a launch would put the member over their cap, the ",(0,t.jsx)(i.code,{children:"Start Campaign"})," action is blocked until they remove recipients. Recipients are never silently dropped, and there is no queue of held-back recipients."]}),"\n",(0,t.jsx)(i.h2,{id:"frequently-asked-questions",children:"Frequently Asked Questions"}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"Who can set the daily recipient cap?"}),(0,t.jsxs)(i.p,{children:["The cap relies on the Teams feature, which is available on the Premium and Enterprise plans. Yesware Admins set the account-wide limit on the ",(0,t.jsx)(i.code,{children:"Global Policies"})," page, and Team Leaders set per-member caps for the members they manage."]})]}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"Does the daily recipient cap apply to Team Leaders?"}),(0,t.jsxs)(i.p,{children:["No. The cap applies to members only. Team Leaders are exempt and appear as ",(0,t.jsx)(i.code,{children:"Exempt"})," in the Teams view."]})]}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"What counts against the cap, enrolled recipients or emails sent?"}),(0,t.jsx)(i.p,{children:"The cap counts the number of new campaign recipients a member adds within a rolling 24-hour period. Follow-ups and one-off emails do not count, and it is not a limit on total emails sent."})]}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"What happens when a member reaches their cap?"}),(0,t.jsxs)(i.p,{children:["Recipients still enroll into the campaign, but at launch the campaign is blocked if it would put the member over their limit. A warning prompts them to uncheck recipients until they are under the cap, and the ",(0,t.jsx)(i.code,{children:"Start Campaign"})," button stays disabled until they are. Once under the limit, they can start the campaign."]})]}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"Can a Team Leader set a member's cap higher than the account-wide limit?"}),(0,t.jsx)(i.p,{children:"No. The account-wide value is a hard ceiling. A per-member cap can be equal to or lower than the account default, but never higher."})]}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"What happens if the account-wide limit is lowered below a member's existing cap?"}),(0,t.jsx)(i.p,{children:"The effective limit immediately drops to the lower value. The system always enforces the lower of the account default and the per-member value."})]}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"How long until the daily recipient cap resets?"}),(0,t.jsx)(i.p,{children:"The cap uses a rolling 24-hour window. Members can see how many recipients they have left for the current window within the Campaigns feature."})]}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"Are recipients ever silently dropped or queued?"}),(0,t.jsx)(i.p,{children:"No. All checked recipients are added to the campaign, and enforcement happens as a block at launch. There is no silent drop when recipients are added, and no queue of held-back recipients."})]}),"\n",(0,t.jsxs)(a,{children:[(0,t.jsx)("summary",{children:"What value can the account-wide daily recipient limit be?"}),(0,t.jsx)(i.p,{children:"A whole number from 1 to 2,000, or blank for no account-wide limit."})]})]})}function h(e={}){let{wrapper:i}={...(0,s.a)(),...e.components};return i?(0,t.jsx)(i,{...e,children:(0,t.jsx)(o,{...e})}):o(e)}},5862:function(e,i,n){n.d(i,{Z:()=>a});let a=n.p+"assets/images/daily-recipient-cap-add-recipients-c09ebe902171dfe3e1a98c3579459bd2.png"},8485:function(e,i,n){n.d(i,{Z:()=>a});let a=n.p+"assets/images/daily-recipient-cap-campaigns-counter-110c9ba10f1650bec70cfd6c21d45fdd.png"},9545:function(e,i,n){n.d(i,{Z:()=>a});let a=n.p+"assets/images/daily-recipient-cap-edit-limits-4fa9bd4053f466d9a6e3eac5b21e2df7.png"},8202:function(e,i,n){n.d(i,{Z:()=>a});let a=n.p+"assets/images/daily-recipient-cap-global-policies-91274259c808906bf494cc4798bee480.png"},7971:function(e,i,n){n.d(i,{Z:()=>a});let a=n.p+"assets/images/daily-recipient-cap-launch-blocked-4945e5043035758c34808216c29b2542.png"},7191:function(e,i,n){n.d(i,{Z:()=>a});let a=n.p+"assets/images/daily-recipient-cap-saved-column-b015494b5a92043d935ba234c9b7bfc5.png"},8091:function(e,i,n){n.d(i,{Z:()=>a});let a=n.p+"assets/images/daily-recipient-cap-teams-column-0f608a7c2f0cd52b17ca04d7ffc52cb9.png"},8260:function(e,i,n){n.d(i,{Z:()=>a});let a=n.p+"assets/images/daily-recipient-cap-warning-8fde31706d88828ef93b0b82bb89ef4f.png"},65:function(e,i,n){n.d(i,{Z:()=>c,a:()=>r});var a=n(7294);let t={},s=a.createContext(t);function r(e){let i=a.useContext(s);return a.useMemo(function(){return"function"==typeof e?e(i):{...i,...e}},[i,e])}function c(e){let i;return i=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:r(e.components),a.createElement(s.Provider,{value:i},e.children)}}}]);