Should I treat emails with exclusive membership benefits as transactional or promotional?

Summary

The overwhelming consensus across email marketing experts, documentation, and community discussions is that emails highlighting exclusive membership benefits should be treated as promotional. This classification is primarily based on the email's purpose: if its main goal is to advertise or promote products/services (i.e., the benefits), it falls under the promotional category. This distinction is crucial for compliance with regulations like CAN-SPAM and GDPR, which necessitate explicit consent and unsubscribe options for promotional emails. Beyond compliance, prioritizing recipient satisfaction and engagement is vital, suggesting that erring on the side of treating such emails as promotional is a sound strategy. Supplementing email with alternative channels for accessing benefits and providing separate subscription options for transactional and promotional content are also recommended.

Key findings

  • Purpose-Driven Classification: If the primary purpose is to promote benefits, classify as promotional.
  • Regulatory Compliance: Promotional emails require explicit consent and unsubscribe options for CAN-SPAM/GDPR compliance.
  • Recipient Satisfaction: Treating as promotional aligns with user expectations and preferences.
  • Alternative Access: Offer alternative channels besides email for accessing benefit information.
  • Separate Subscriptions: Provide separate subscriptions for transactional and promotional content.

Key considerations

  • Audience Engagement: Prioritize audience engagement when classifying email types.
  • Unsubscribe Feedback: Gather feedback from unsubscribed members to understand their reasons and improve retention.
  • Resource Allocation: Relying solely on email may signal a need for improved development resources for alternative channels.
  • Honour Unsubscribes: Always honour unsubscribe requests so customers don't mark your emails as spam.

What email marketers say
12Marketer opinions

The consensus is that emails highlighting exclusive membership benefits should be treated as promotional, even if they are triggered by a purchase or subscription. The primary purpose of the email dictates its classification: if the main goal is to promote deals and offers, it's promotional. This classification impacts compliance with regulations like CAN-SPAM and requires explicit consent and unsubscribe options. Several experts also suggest considering recipient satisfaction and engagement, which may be prioritized by treating the emails as promotional.

Key opinions

  • Primary Purpose: If the email's main purpose is to advertise or promote membership benefits, it should be classified as promotional.
  • CAN-SPAM Compliance: Classifying emails correctly is critical for adhering to CAN-SPAM regulations.
  • Consent Required: Promotional emails require explicit consent from recipients.
  • Unsubscribe Options: Promotional emails must include an unsubscribe option.
  • Recipient Satisfaction: Prioritize recipient satisfaction and engagement by treating benefit emails as promotional.

Key considerations

  • Alternative Channels: Consider providing alternative ways for members to access benefits information outside of email to avoid forcing a channel.
  • Subscription Management: Offer separate subscription options for transactional and promotional emails to give members control over the content they receive.
  • Unsubscribe Feedback: When members unsubscribe from benefit emails, consider contacting them to understand their reasons and potentially retain them.
  • Engagement: It is more important to keep your audience engaged than risk annoying them.
Marketer view

Email marketer from Reddit highlights the importance of always honouring unsubscribe requests so customers don't mark your emails as spam.

December 2022 - Reddit
Marketer view

Email marketer from Campaign Monitor says that whether an email is transactional or promotional depends on its primary purpose, which affects compliance with laws like CAN-SPAM. Exclusive benefit announcements are likely promotional.

September 2022 - Campaign Monitor
Marketer view

Email marketer from Reddit suggests to mark an email as promotional when promoting perks or benefits for a paying member.

January 2022 - Reddit
Marketer view

Email marketer from HubSpot clarifies that promotional emails require explicit consent. If the email's primary purpose is to announce benefits, it needs to adhere to promotional email guidelines, even if triggered by a purchase.

September 2021 - HubSpot
Marketer view

Marketer from Email Geeks suggests that debating whether an email is transactional or not is less important than recipient satisfaction, therefore treat it as promotional and honor unsubscribes.

February 2025 - Email Geeks
Marketer view

Email marketer from Oracle Marketing Consulting Blog asserts that emails highlighting membership benefits and rewards are promotional, regardless of whether they're triggered by a purchase or subscription.

December 2022 - Oracle Marketing Consulting Blog
Marketer view

Email marketer from ActiveCampaign states that while triggered by a membership, if the email’s main goal is to highlight exclusive deals and offers it should be considered promotional. This affects consent and unsubscribe practices.

January 2023 - ActiveCampaign
Marketer view

Marketer from Email Geeks emphasizes the importance of providing an unsubscribe option and suggests contacting customers who unsubscribe from paid services to understand their reasons and potentially retain them.

September 2023 - Email Geeks
Marketer view

Email marketer from Litmus says that, if you are in any doubt treat as promotional as it is more important to keep your audience engaged.

September 2021 - Litmus
Marketer view

Email marketer from Mailjet explains that it's critical to classify emails as transactional or marketing for CAN-SPAM compliance. Emails about membership benefits fall into the marketing category if the primary purpose is to advertise or promote a product or service.

November 2021 - Mailjet
Marketer view

Email marketer from Stack Overflow recommends separating membership emails into at least two lists: transactional emails for logins, password resets, etc., and a marketing list for deals and benefits to allow subscribers to opt out of marketing content without impacting transactional communication.

November 2023 - Stack Overflow
Marketer view

Marketer from Email Geeks suggests making it clear in the email that it's the exclusive source of offers and consider alternatives for those who unsubscribe, as forcing a channel can have diminishing returns with paying customers.

August 2023 - Email Geeks

What the experts say
3Expert opinions

Experts recommend treating emails with exclusive membership benefits as promotional, emphasizing the need for unsubscribe links and user control over promotional messages. Additionally, it's advised to offer alternative channels for accessing benefit information and consider separate subscriptions for different email types. Relying solely on email may indicate a lack of development resources and may not be the best business decision.

Key opinions

  • Promotional Nature: Emails enticing recipients to use membership benefits should be treated as promotional.
  • User Control: Recipients should have control over whether they receive promotional messages, even if they paid for a membership.
  • Unsubscribe Links: Promotional emails require unsubscribe links.

Key considerations

  • Alternative Channels: Provide alternative ways to access benefit information outside of email.
  • Separate Subscriptions: Consider creating separate subscriptions for monthly benefits.
  • Development Resources: Relying solely on email may indicate a lack of development resources and may not be the best business decision.
Expert view

Expert from Email Geeks recommends having developers provide an alternative way to access the content other than email.

June 2023 - Email Geeks
Expert view

Expert from Email Geeks recommends creating a separate subscription for monthly benefits and highlights that relying solely on email may indicate a lack of development resources, which isn't always the best business decision.

July 2022 - Email Geeks
Expert view

Expert from Word to the Wise explains that emails whose primary purpose is to entice recipients to use membership benefits are promotional and require unsubscribe links. Even if the user paid for a membership, they should be able to control whether they receive promotional messages.

November 2024 - Word to the Wise

What the documentation says
4Technical articles

Email documentation from SendGrid, Amazon SES, Mailchimp and SparkPost consistently indicates that emails detailing exclusive membership perks should be treated as marketing or promotional rather than transactional. Transactional emails facilitate a specific, agreed-upon transaction or update. In contrast, marketing emails promote a product or service, and this classification affects legal requirements and best practices. The primary purpose of the email determines the classification.

Key findings

  • Marketing Focus: Emails detailing membership perks align more with marketing than transactional emails.
  • Promotional Content: Benefit announcements are considered advertisements or solicitations.
  • Legal Implications: Email type classification affects legal requirements.
  • Primary Purpose: The primary purpose of the email determines its classification.

Key considerations

Technical article

Documentation from Amazon SES specifies that marketing emails contain advertisements or solicitations, and benefit announcements likely fit this description. Transactional emails facilitate a transaction or update an existing transaction.

June 2024 - Amazon Web Services
Technical article

Documentation from SparkPost outlines that marketing emails include promotions and announcements, whereas transactional emails facilitate an agreed upon transaction or provide updates to an ongoing transaction. The primary purpose of the email determines its classification.

July 2023 - SparkPost
Technical article

Documentation from Mailchimp explains that the difference between email types affects legal requirements. If the email primarily communicates benefits or promotions, even for members, it should be treated as marketing.

July 2021 - Mailchimp
Technical article

Documentation from SendGrid details that transactional emails facilitate an agreed-upon transaction, while marketing emails promote a product or service. Emails exclusively detailing membership perks are more aligned with marketing, even if related to a paid membership.

December 2022 - SendGrid