Contact policy
Every message Unifuse sends to a student, whether from a campaign, an advisor or the assistant, passes through the institution’s contact policy. The Contact policy tab is where that policy is set.
Before you start
Section titled “Before you start”- You need the manage institution permission. The opt-out section also needs manage campaigns.
- Open Administration → Contact policy.
Budget
Section titled “Budget”| Setting | Range | Default |
|---|---|---|
| Messages per window | 1 to 20 | 1 |
| Window (days) | 1 to 90 | 7 |
| Minimum spacing (hours) | 0 to 2160; 0 turns spacing off | 24 |
The budget is per student, rolling, and counted across all channels.
Quiet hours
Section titled “Quiet hours”From and Until are 24-hour times in the chosen Time zone (a list of common zones, or Other to type an IANA zone name). The default is 21:00 to 08:00 in America/New_York. Setting the same time for both turns quiet hours off.
Quiet hours block proactive and transactional sends. A reply to a student who has just written in is exempt.
Channel preference
Section titled “Channel preference”An ordered list of channels, from SMS, Email, WhatsApp, Web chat and Voice. At least one is required. The default is SMS then Email.
Assistant replies
Section titled “Assistant replies”Reply mode is Calibration (recommended, the default) or Auto. In Calibration, the assistant’s replies to students wait in the Review Queue for a person to approve. In Auto they are sent directly, still subject to the budget and quiet hours.
Overrides
Section titled “Overrides”Allow staff to send past the budget and quiet hours is on by default. When a member of staff overrides, they must give a reason, and the override is logged.
Saving
Section titled “Saving”A Preview sentence reads the form back as a rule. Save contact policy applies it; Discard changes reverts. Every change is recorded in the audit log with the values before and after.
Opt-outs
Section titled “Opt-outs”The consent section lists people who have opted out of contact, filtered by Opted out, Opted in or All.
- Record an opt-out on someone’s behalf: choose the Channel, enter the Phone number or email, and optionally a Reason.
- Restore lifts an opt-out.
An opt-out can never be overridden by the budget, by staff or by the assistant.
Related
Section titled “Related”View this page as Markdown for use with an AI assistant, or read the whole site at /llms.txt.