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Email Marketing · Transactional vs marketing email

Transactional email checklist for 2026

Short answer

A complete transactional email checklist has 4 setup items and 2 things to audit against. Work through setup in order, then schedule a quarterly review.

Setup checklist#

  • ☐ Send transactional mail from a dedicated subdomain (for example mail.yourdomain.com) or separate stream.
  • ☐ Send marketing from a different subdomain (news.yourdomain.com).
  • ☐ Keep promotional content out of transactional messages to preserve their exemption.
  • ☐ Apply DMARC to the organizational domain so both subdomains are covered.

Audit checklist#

  • ☐ Confirm you are not: adding upsell banners to receipts, which reclassifies them as marketing under many laws.
  • ☐ Confirm you are not: using one shared IP pool for both streams.

Ongoing monitoring#

  • ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
  • ☐ Monthly: re-run the setup verification after any vendor or DNS change
  • ☐ Quarterly: full audit against this checklist

Frequently asked questions#

Do transactional emails need an unsubscribe link?

Not under CAN-SPAM if purely transactional. Gmail's bulk-sender rules still expect one-click unsubscribe for anything sent at volume, so many senders include it anyway.

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