Frequently asked questions
Exclude a recipient from tracking
Elite support2 min readThe quick answer
Turn tracking off before a one-off send and use the recipient permission register for an ongoing preference. Strict consent mode prevents new trackers when any recipient lacks active permission; contact suppression also affects outreach eligibility.
Control tracking for a message
Before sending
Use the Open tracking and Link tracking controls in the compose window. Turn them off before sending a message that should not be measured.
Respect recipient preferences
Review recipient permission and suppression records. Strict consent mode requires active permission for every recipient before creating trackers.
After sending
In Workflows → Priority inbox, Stop tracking blocks future collection and cancels pending reminders for that message.
Handle historical data separately
Stopping tracking does not erase existing events. Use the permitted privacy/deletion process if previously stored data also needs to be removed.
IN YOUR WORKSPACE
What it looks like
The workflow workspace organizes conversation state and follow-up actions.
- Workflow tools
Choose priority inbox, reminders, or engagement tools.
- Make a task
Set a useful follow-up condition for a conversation.
