- Permissions required — if Emails isn't visible, request feature and permission access from an administrator.
- The unsubscribe block is mandatory — the builder warns if you forget it. Always include it to stay compliant.
- Legal compliance — only use Send to unsubscribed contacts when absolutely necessary and lawful (e.g. critical notices). Ensure compliance with the Spam Act and other applicable regulations.
- SwiftPredict prerequisite — per-contact timing only applies when the contact has 5 or more prior opens; otherwise the email sends immediately.
- Stakeholder Leader fallback — you must set a fallback sender when using dynamic stakeholder-based sending.
- Client variability — rendering differs across email clients (e.g. Outlook web vs app). Always send a test email and check how it looks on mobile.
