Restricting Recipients

Overview

In the template editor, you have the capability to manage the recipients of content created using a template by enabling and selecting a list of permitted communication channels. The "Restrict Recipients" section does not allow for rule-based configurations but rather provides you with the option to specify which communication channels can be used for distributing the content. This feature ensures that content is channeled through approved mediums, aligning with your communication strategy and audience preferences.

Restricting the recipients

To set recipient restrictions on a template, follow these steps:

1. Open the Heed Admin Portal and click Create.
2. Find the template that you whish to update and then click on the edit pencil.
   
   
   
3. This will then open the message builder where you can edit the template. On the settings list on the righthand side, scroll down to Restrict Recipients and then toggle the option to on.
   
   
4. Once the toggle has been set to the on position, the Modify option will display. Click on Modify to set the restricted recipients.
5. From the Modify Allowed Recipients, check the channels that you would like to be allowed as a recipient. Then, click Save. This will automatically update the template and all future content recipients will be restricted to these channels.