Transactional Emails in Predictive

Overview

Predictive offers an optional Transactional Email setting that allows eligible campaigns to send emails classified as transactional rather than marketing.

When enabled and properly configured, emails sent from a campaign marked as Transactional:

  • Are treated as transactional communications
  • Do not include standard marketing unsubscribe language
  • Are intended for functional, user-initiated, or service-related messaging

This feature must be enabled by the Predictive team upon request.

What Is a Transactional Email?

A transactional email is a message sent in response to a contact’s action or request. It delivers information the recipient expects or requires.

Common examples include:

  • Registration confirmations
  • Event access details
  • Password resets
  • Receipts or invoices
  • Account updates
  • Information requested by the user

Transactional emails are not promotional and should not contain marketing content, sales messaging, or unrelated calls to action.

Important Compliance Note

Customers are responsible for ensuring that emails marked as transactional:

  • Meet applicable legal and regulatory requirements (such as CAN-SPAM, CASL, GDPR, etc.)
  • Contain only functional, service-related content
  • Are not used for marketing or promotional purposes

Misclassification of marketing emails as transactional may impact compliance and deliverability.

How to Enable Transactional Emails

Step 1: Request Feature Activation

Contact Predictive Support to request activation of the Transactional Email feature for your organization.

This setting is not enabled by default.

Step 2: Add the “Transactional Email” Field to the Campaign Page Layout

Once enabled by Predictive, you must add the Transactional Email field to your Campaign page layout in Salesforce.

To Add the Field:

  1. Go to Setup
  2. Navigate to Object Manager
  3. Select Campaign
  4. Click Page Layouts
  5. Edit the layout used by your campaigns
  6. Locate the field named Transactional Email
  7. Drag it onto the page layout
  8. Save the layout

The field will now be visible on campaign records.

Step 3: Mark a Campaign as Transactional

To send transactional emails from a campaign:

  1. Open the Campaign record
  2. Locate the Transactional Email checkbox
  3. Check the box
  4. Save the record

All emails sent from this campaign will now be treated as transactional.

When to Use This Setting

Use Transactional Email when:

  • The email is triggered by a user action
  • The message delivers requested or required information
  • The content is purely functional and non-promotional

Do not use this setting for:

  • First-touch outreach
  • Lead nurturing
  • Product announcements
  • Upsell or promotional campaigns
  • Any email intended to generate new sales interest

Best Practices

  • Create dedicated campaigns specifically for transactional messaging.
  • Do not mix marketing and transactional content in the same campaign.
  • Review all email templates carefully before sending.
  • Consult your legal or compliance team if unsure whether an email qualifies.

Need Help?

If you need assistance enabling the feature or determining whether a campaign qualifies as transactional, please contact Predictive Support.