依據頻道、通訊類型，設定頻率上限 rule-sets

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• TL;DR: This page explains how to create channel rule sets that apply frequency capping rules by channel and communication type, limiting how many messages a profile receives per hour, day, week, or month, and how to apply them to journey and campaign messages.

Intents:

• Create a channel capping rule inside a channel-domain rule set
• Set a Capping count and a Reset capping frequency (hourly, daily, weekly, or monthly)
• Apply capping across several channels as a single total count
• Apply an activated rule set to a journey or campaign message with Add Business Rule
• Understand how and when frequency counters reset and update
• Test frequency rules and view profiles excluded from delivery in reporting

Glossary:

• Channel rule set: A rule set whose Domain is “channel”; it applies capping rules to communication channels (product-specific)
• Capping rule: A rule defining the maximum number of messages sent to a profile for the selected period (product-specific)
• Capping count: Field setting the maximum number of messages that can be sent to an individual user profile each month, week, day, or hour (product-specific)
• Reset capping frequency: Drop-down that selects whether the capping is applied hourly, daily, weekly, or monthly, reset at the beginning of the corresponding time frame (product-specific)
• Every: Field that repeats the frequency capping rule over multiple hours, days, weeks, or months (product-specific)
• Communication type: A category of message (for example promotional communications, newsletters) that a rule set can be built to limit (product-specific)
• Category: Field specifying the message category the rule applies to; read-only, with only Marketing available (product-specific)

Guardrails:

• You can create up to 10 active local rule sets for each channel domain and for the journey domain (hard limit).
• The Every field value must match the selected duration type: 1-23 for Hourly, 1-30 for Daily, 1-4 for Weekly, and 1-3 for Monthly.
• The Category field is read-only, as only the Marketing category is available.
• Selecting several channels applies capping across all selected channels as a total count.
• Frequency caps reset on calendar periods in UTC: hourly resets at the end of each UTC hour, daily until 23:59:59 UTC, weekly until Saturday 23:59:59 UTC, and monthly until the last day of the month 23:59:59 UTC.
• Before activating, schedule the journey or campaign execution at least 10 minutes into the future so counter values populate; activating immediately can prevent capping from working correctly for journeys, campaigns, and API-triggered campaigns.
• The profile counter value updates once the communication is delivered; spacing communications at least two hours apart is recommended so the counter can update.
• Frequency capping rules also apply when sending proofs; if a test profile has reached the cap, proofs show as finished but no email is delivered.
• Once a profile’s frequency cap is reached, there is no way to reset the counter until the next period; deactivating a rule lets capped profiles receive messages but does not remove or delete counter increments.
• To ensure channel-level capping works correctly, choose the highest priority namespace while authoring a campaign or journey.

Terminology:

• Canonical name: channel capping — Acronym: n/a — variants: frequency capping by channel and communication type, channel rule set, frequency capping rules
• Synonyms: “channel rule set” = a rule set with the “channel” value in the Domain column
• Do not confuse: “channel capping” (limits messages per channel and communication type) ≠ “journey capping” (limits journey entries or concurrency)
• Do not confuse: “rule set” (a group of rules) ≠ “capping rule” (a single rule inside a rule set)
• Do not confuse: “Reset capping frequency” (the period unit: hourly, daily, weekly, or monthly) ≠ “Every” (how many of those periods the rule spans)

FAQ:

• Q: How many channel messages can a profile receive? — Whatever you set in the Capping count for the selected Reset capping frequency; if several channels are selected, the count is shared as a total across those channels.
• Q: When do frequency counters reset? — At the start of the next calendar period in UTC (hourly, daily until 23:59:59 UTC, weekly until Saturday 23:59:59 UTC, or monthly until the last day of the month 23:59:59 UTC).
• Q: Can I reset a profile’s counter once its cap is reached? — No, there is no way to reset the counter until the next period; deactivating a rule lets capped profiles receive messages but does not remove counter increments.
• Q: Why did my immediately activated campaign not respect capping? — Counter values need time to populate; schedule execution at least 10 minutes into the future.
• Q: Do frequency caps apply to proofs? — Yes; if a test profile has reached the cap, the proof shows as finished but no email is delivered.
• Q: Where can I see profiles excluded by frequency rules? — In the Customer Journey Analytics report and the Live report, where frequency rules are listed as a reason for exclusion.