Course 205 · Work course 75

Plan a Permission-Based Email Campaign

Build an unsent fictional two-message campaign with a permission/withdrawal ledger, preference segments, useful message copy, accessible action and opt-out QA, send-calendar holds and a privacy-aware delivered/unique-action review.

Before you start

Paper or a local document and a basic calculator are enough; all required records are supplied.

Work Online: Email, Documents, Calendars, and Meetings See everything you’ll need

Free download · Original practice data · No external account required. Download the starter pack

What you’ll leave with

An unsent fictional two-message campaign with a permission/withdrawal ledger, preference segments, useful message copy, accessible action and opt-out QA, send-calendar holds and a privacy-aware delivered/unique-action review.

Start course Start without an account. Sign in to save lesson progress across devices.

Your project

Start with the practice files. Build your project one lesson at a time.

Practice files are free without an account. Sign in to save your project record in My Proof: a description, checklist, and optional work link. Keep the original files in your own app or notebook; saving a project record does not upload them.

  1. Get your materialsDownload practice filesSupplied practice cases, a blank working record, complete lesson instructions, and annotated worked examples.
  2. Make your projectView the project checklist Work in your own notebook, document, or software. Use the supplied practice examples when you prefer.
  3. Keep a private recordSave a project record Sign in to save a description and checklist, then return to update them.
Course handbook

Know the route before you begin.

Here’s what you’ll need and what you’ll make. You can return to this guide during any lesson.

Who this is for

Learners ages 14+ exploring work and adults preparing for an entry-level or next-stage responsibility. Work eligibility, supervision and occupational requirements remain separate.

Prepare before lesson one
  • Paper or a local document and a basic calculator are enough; all required records are supplied.
  • Recommended preparation: Work Online: Email, Documents, Calendars, and Meetings. Use fictional information throughout.
Your final project

Finish with proof you can use.

An unsent fictional two-message campaign with a permission/withdrawal ledger, preference segments, useful message copy, accessible action and opt-out QA, send-calendar holds and a privacy-aware delivered/unique-action review.

Save a project record in My Proof
See project checklist and review criteria

Keep your working files in your own notebook or software. Save a private description, checklist, and work link in My Proof.

What to include

  • Save four-record permission ledger and policy/jurisdiction boundary; include the original-case decision evidence and a separate changed-case result.
  • Save segment rules and excluded reasons by ID; include the original-case decision evidence and a separate changed-case result.
  • Save two original unsent messages with clear opt-out placeholder; include the original-case decision evidence and a separate changed-case result.
  • Save paper QA findings and hold actual send-readiness claim; include the original-case decision evidence and a separate changed-case result.
  • Save revised calendar and exclusions with no auto-send action; include the original-case decision evidence and a separate changed-case result.
  • Save permission/segments/copy/QA/calendar/metrics campaign packet; include the original-case decision evidence and a separate changed-case result.

Review and revise

Use these criteria to check your work and choose what to improve.

  • The final packet uses the supplied task-specific constraints and all six records agree.
  • Every result can be traced to an identifier, input, calculation or stated decision rule.
  • Changed-case practice updates dependent records and keeps holds or uncertainty visible.
  • The packet states the learner role, authority boundary and specific next verification needed before real work.
Three ideas to help you along the way
Three useful ideas

The rules behind the steps.

01

Match the task-specific constraint

Campaign eligibility requires a current permission record for the intended content plus no withdrawal; being a customer or having a public address is not permission under this exercise.

02

Keep decisions traceable

Preserve the original records and identify which person or policy can authorize a change; a plausible assumption is not approval.

03

Test the handoff

Campaign metrics need defined denominators, unique people and known tracking limits; automated opens/clicks are not guaranteed human intent or verified learning outcomes.

What do these words mean?
Key words

Key terms worth knowing.

Permission ledger
Current content-specific permission and evidence with withdrawals.
Suppression
A hold preventing marketing to withdrawn/unqualified recipients.
Segment
Recipient group defined by permission and stated relevant intent.
Unique action
Distinct recorded recipient action, not repeat-event count.
Tracking limitation
Reason a measured open/click may not represent human activity.
Your route

6 lessons.
One useful project.

Work in order the first time. Each lesson makes something the next lesson can use.

  1. 1
    Up next

    Build a permission and withdrawal ledger

    Save four-record permission ledger and policy/jurisdiction boundary. Explain how campaign eligibility requires a current permission record for the intended content plus no withdrawal; being a customer or having a public address is not permission under this exercise.

  2. 2
    10 min

    Segment by permitted content and useful learner intent

    Save segment rules and excluded reasons by ID. Explain how segments reflect recorded preferences and task needs, not invented sensitive traits or permission for other content; a contact can belong to more than one permitted segment.

  3. 3
    18 min

    Write two truthful messages for a short lifecycle

    Save two original unsent messages with clear opt-out placeholder. Explain how each message should have a useful purpose, accurate sender/subject and one clear action; invented scarcity or fake official status undermines trust.

  4. 4
    13 min

    Audit opt-out accessibility and release prerequisites

    Save paper QA findings and hold actual send-readiness claim. Explain how a send-readiness check separates copy, recipient eligibility, opt-out operation, and technical/legal setup; paper QA cannot certify an actual sender configuration.

  5. 5
    11 min

    Recheck withdrawals and calendar pressure before each send

    Save revised calendar and exclusions with no auto-send action. Explain how recipient state can change between scheduling and release; the latest suppression/preference ledger controls each message, not the old export.

  6. 6
    15 min

    Report delivered and unique actions with measurement limits

    Save permission/segments/copy/QA/calendar/metrics campaign packet. Explain how campaign metrics need defined denominators, unique people and known tracking limits; automated opens/clicks are not guaranteed human intent or verified learning outcomes.

Use the tools

Tools to help you practice.

See all tools
Source transparency

Sources and further study.

Explore the references behind the lessons and take your learning further. Source notes explain access and reuse.

CAN-SPAM Act: A Compliance Guide for Business | Federal Trade Commission
Source & access notes · checked 2026-10-01

Public agency or educational context; no source exercises are copied and no simulated threshold is presented as an official rule. Page title and relevant content inspected; no interactive controls or credential process tested.

Access: Readable official page retrieved with the web reader on 2026-10-01.

Reuse: All teaching cases, data, worked steps and questions are original. Link and limited paraphrase for context; no copied source exercises.

The Importance of Permission | Mail chimp
Source & access notes · checked 2026-10-01

Public agency or educational context; no source exercises are copied and no simulated threshold is presented as an official rule. Page title and relevant content inspected; no interactive controls or credential process tested.

Access: Readable official page retrieved with the web reader on 2026-10-01.

Reuse: All teaching cases, data, worked steps and questions are original. Link and limited paraphrase for context; no copied source exercises.

Email sender guidelines - G mail Help
Source & access notes · checked 2026-10-01

Public agency or educational context; no source exercises are copied and no simulated threshold is presented as an official rule. Page title and relevant content inspected; no interactive controls or credential process tested.

Access: Readable official page retrieved with the web reader on 2026-10-01.

Reuse: All teaching cases, data, worked steps and questions are original. Link and limited paraphrase for context; no copied source exercises.

Apple Mail Privacy Protection (MPP) FAQs | Mail chimp
Source & access notes · checked 2026-10-01

Public agency or educational context; no source exercises are copied and no simulated threshold is presented as an official rule. Page title and relevant content inspected; no interactive controls or credential process tested.

Access: Readable official page retrieved with the web reader on 2026-10-01.

Reuse: All teaching cases, data, worked steps and questions are original. Link and limited paraphrase for context; no copied source exercises.

Ready when you are

Start with the first useful move.

You’ll always know what to do, what to make, and where to go next.

Start lesson one