Set the send rules
The send rules are the org's floor for marketing. They decide when a message may reach a contact, not whether it is allowed at all: unsubscribe, do-not-contact, lawful basis and undeliverable addresses are always enforced on top, with or without rules.
Read what is set
{ "name": "outreach_get_send_rules", "arguments": {} }
configured: false means the org never set them, and none apply: marketing goes out as soon as it is approved or due, at any hour. recommended holds sensible values (20:00–08:00 quiet hours, at most 3 marketing messages per contact a week, a 24-hour pause after a conversation).
Set them
Ask the operator for their market's time zone and how often they are comfortable writing to the same person, then pass the whole set:
{
"name": "outreach_configure_send_rules",
"arguments": {
"timezone": "Europe/Oslo",
"quietHours": "20:00-08:00",
"validDays": null,
"weeklyCap": 3,
"cooldownHoursAfterConversation": 24
}
}
timezoneis the fallback for contacts without their owncustomFields.timezone. A journey'ssettings.timezonecomes before it for that journey.quietHoursandvalidDayshold marketing until the next allowed time in the contact's time zone.nullturns each off.weeklyCapcounts every marketing message a contact received in the last 7 days: campaign first touches and follow-ups, broadcasts and marketing journey messages. Transactional journey messages are not counted.cooldownHoursAfterConversationwaits after the contact last wrote to the team. Marketing also waits while a teammate is assigned to one of their open conversations, whatever this says.
What it does to each kind of send
- Campaign first touches and follow-ups: approving one during quiet hours, over the cap or right after a conversation schedules it for the next allowed time instead of sending it now. The approval result says
approvedwithscheduledSendAt; say which time to the operator. - Broadcasts: a recipient in quiet hours or in a cool-down is held back and sent later; a recipient already over the weekly cap is skipped with
skipReason: "frequency_cap". The broadcast stayssendinguntil the held recipients have gone out. - Journeys: every message step waits for the next allowed time. A journey's own
settingscan only add to the rules — another quiet window, fewer weekdays, a lower cap, a longer pause — never loosen them. - Never held back: transactional messages (a journey step with
class: "transactional", such as a booking confirmation) ignore the org rules, though a journey's own quiet hours still apply to them. Replies to something the contact wrote ignore the rules entirely.