Communications Orchestration (Beta)

Communications Orchestration helps event teams manage cross-campaign email overlap, prevent attendees from receiving too many messages in a short window, and apply organization-wide communication governance policies.

What it does

The Forge communications engine today handles per-event email sends: confirmation emails, session reminders, speaker invitations, and custom broadcasts. Communications Orchestration adds a cross-event coordination layer that operates across all your events simultaneously.

• Overlap detection: identifies when the same contact is scheduled to receive messages from multiple events within a configurable suppression window (e.g. no more than 2 emails in 3 days)
• Governance policies: define org-wide rules for maximum send frequency, blackout periods (e.g. holiday weeks), and required cooling-off periods after a hard bounce
• Campaign send calendar: a unified calendar view of all scheduled email sends across every event, with conflict highlighting
• Priority overrides: mark a communication as high-priority to bypass suppression (used for transactional messages like payment receipts)
• Suppression log: per-contact log of which messages were suppressed, with reasons
• Integration with Salesforce Marketing Cloud (where licensed): governance rules can be exported to Marketing Cloud suppression lists

🖼️ In the Forge app: The Communications Orchestration calendar view showing scheduled sends across multiple events with conflict indicators.

How to enable

1. Go to /beta and toggle Communications Orchestration on.
2. Navigate to Communications in the Forge sidebar.
3. Open Orchestration Settings and configure your suppression window (default: 3 days) and maximum emails per contact per window.
4. Define any blackout periods for your organization.
5. Review the Campaign Send Calendar to identify existing conflicts.
6. Apply governance policies — Forge will flag any future scheduled sends that violate the rules before they are dispatched.

Current limitations

• Cross-event suppression requires all events to use Forge's built-in email system. Third-party email providers (external mode) are not covered by orchestration in this beta.
• The governance policy engine covers email sends only. SMS and push notifications are future scope.
• Salesforce Marketing Cloud export is planned but not available in the initial beta.
• The conflict calendar is read-only in the first release — direct editing of scheduled sends happens on the individual event Communications tab.
• Suppression logs are retained for 90 days in this beta; retention policies will be configurable at GA.

:::(Note) (Salesforce note)
Communications Orchestration works with Salesforce Contact and Lead records (for contact-level suppression) and bt_base__Email_Log__c (for send history). It does not modify Salesforce records directly — governance is enforced at the Forge dispatch layer before emails are handed to the sending service.
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