Controlling Email Communications via Import Files

Overview

Tratta allows clients to control email communications at the account level via import files. This is useful for:

State-specific compliance (e.g., NY, DC require direct consumer consent)
Client restrictions on outbound communications
Account-level opt-out requirements

How It Works

Include email permission flags in your daily import files. When processed, Tratta will subscribe or unsubscribe accounts from the relevant email groups.

Import File Columns

Column	Values	Description
`transactional_emails_allowed`	1 / 0	Controls payment confirmations, reminders, etc.
`campaign_emails_allowed`	1 / 0	Controls all campaign emails (file-based campaigns, ACR, etc.)

Note: Some implementations may use a single column for both groups depending on client requirements.

Email Groups Explained

Payment Notifications

Payment confirmations, payment reminders, payment plan enrollment or cancelation, etc. Full list available in Console > Settings > Notifications > Payment Notifications.

Not affected: Payment Request and Payment Plan Request (initiated by agent at customer's request).

Typically allowed since these relate to customer or agent-initiated transactions. However, some compliance scenarios may require blocking these as well.

Campaign Emails

All marketing/outreach campaigns including:

File-based campaigns (initiated by client file drops)