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A send policy bundles three decisions under a name:
  • Kind: marketing or transactional. This decides the legal rules the send follows.
  • Sender profile: who the mail is from.
  • Delivery route: which connected email provider carries it.
Instead of setting these on every campaign, you pick a policy when you send. Manage policies under Settings → Send policies. You need permission to change workspace settings.

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Marketing vs transactional

Use a transactional policy only for mail the recipient is owed, such as an order confirmation or a password reset. A campaign sent with a transactional policy reaches people who unsubscribed from marketing, and it has no unsubscribe link.

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Defaults

Every workspace has exactly one default policy per kind, created automatically:
  • the marketing default, used by campaigns and automations that don’t name a policy
  • the transactional default, used by the transactional API
A default policy can’t be deleted. To change the default, create or edit another policy of the same kind and switch on Make default. The kind of a policy is fixed once it’s created. Every workspace also has a platform route, which delivers through InstantCampaign’s own provider (shown as Platform default (InstantCampaign)).

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Create a send policy

1

Open send policies

Go to Settings → Send policies and click New policy.
2

Fill in the policy

Enter a Name and choose the Kind. Pick a Sender profile (or Workspace default sender) and a Delivery route. You can add a Description.The name also produces a handle for the API, shown as Handle for the API: …. The handle doesn’t change if you rename the policy later.
3

Save

To use this policy whenever a send doesn’t name one, switch on Make default. Then click Save.

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Delivery routes

A delivery route is one way mail leaves your workspace: a connected provider, or InstantCampaign’s own. Connect providers under Integrations first. Then, in Delivery routes, click New route, give it a Name, choose the Provider and save. Each route shows which policies use it (Used by 2 policies) or Not used by any policy.
  • A route that a policy still uses can’t be deleted. Point those policies at another route first.
  • If you disconnect a provider, its routes fall back to the platform provider until you point them somewhere else.
  • Default on a route only means it’s pre-selected when you create a new policy.

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Pick a policy when you send

  • Campaigns: on the campaign page, open Sender & Subject and choose a Send policy. Marketing default is used if you don’t pick one. The send wizard’s review step shows the policy under Policy.
  • Automations: each email step has its own send policy setting. See Automation steps.
  • Transactional API: pass the policy’s handle or id. An unknown policy is refused rather than silently replaced by the default. See the API reference.

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Which sender is used

The sender is chosen in this order:
  1. a sender profile picked for this send
  2. the policy’s own sender profile
  3. the workspace’s default sender profile
On the campaign page, Use the policy’s sender shows which address the policy will use.

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Tips

  • Keep a separate marketing policy for each brand or region, for example a newsletter-eu policy that routes through an EU provider.
  • If a scheduled send’s policy is deleted before the send goes out, the send uses the marketing default instead of failing.
  • A deleted policy that the API still refers to by handle makes those API calls fail until they name another policy.