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Stop 2 of 8WorkingThe hour before send

Transactional email

Mail needed to complete a user action or account (receipts, resets) — not the same as a promo newsletter.

Say it out loud

Receipts and password resets. Calling a promotion transactional to skip the rules does not work.

A transactional message facilitates a transaction or an account relationship the recipient initiated. Marketing is promotional. The classification is decided by the content and purpose of the message, not by which template folder it was sent from, and mislabelling promotions to escape unsubscribe rules is a named enforcement target in several jurisdictions.

The testWhich one is this?Our framing
"Your order #4471 has shipped"TRANSACTIONAL
"Your order has shipped — and 20% off beans"MIXED

Now it has a promotional purpose. The safe answer is to treat it as marketing.

"Reset your password"TRANSACTIONAL
"We miss you! Here's your cart"MARKETING

An abandoned-cart email is marketing everywhere, regardless of how automated it feels.

"Important update to our privacy policy"DEPENDS

Genuinely a service message. It stops being one the moment a product block appears in it.

Rule of thumbif a promotion is the primary purpose,

it is marketing, whatever you call it

Yours

Nobody does this for you.

What goes wrong

Adding a “you might also like” grid to the shipping confirmation because it converts well, and continuing to send it to people who have unsubscribed. That is the exact pattern regulators cite.

The dated rule behind this

A definition is not a citation. These are the pages with the primary source, the date it was published, and what to do about it.

See also

Where this sits

Stop 2, you build the message. You choose a From address, write a subject line, and add the things the law requires to be in the message.