Difference between Transactional and General?!

This is driving me mad. Postmark do Transactional Emails and Broadcasting. Loops does both. Sendgrid too. But there’s nothing to say GENERAL or cold outreach.

Situation A: I meet Bob at a networking event. He says “Hey ash, I love the plans, send over the blueprint to my email and I’ll look it over and get back to you” NOT transactional? NOT marketing? NOT cold outreach?! What bloody system do I use to send that over?

Situation B: In this example we’re an ombudsman company that handles customer complaints. We get a complaint against Twitter. We email twitter to lodge the complaint and follow it through. What bloody email would that be classed as? Not transactional allegedly as it’s not expected by the user and manual. Not marketing.

Situation C: I noticed a customer of mine has been struggling financially. I email them asking if they’re OK and we’d like to reduce their fees by 50% for 3 months. Not automated, user opted. Not marketing. Not broadcasting. What the hell do we use for that?

What email system am I using in these situations? If I use Google for works or Fastmail for general stuff I can’t template emails it’s a nightmare, and even if you can it’s a pain. If I use Postmark I risk being suspended for non transactional emails. If I use Loops, or sendgrid it’s probably the same.

Does anybody actually use their Bubble system to email ANY type of email, mainly general, cold outreach etc. I want to email somebody, pull their emails into my system, categorise them into their users accounts all automatically. I don’t need help in doing so, I just need to know what software to use.

Email gets pretty deep and there a various ways to structure your setup but best practice is a server for cold which you should expect to get burned and need multiple in time. A separate server for marketing blasts. A separate server or connection for general client communication.

If your app lets users connect emails/servers for each scenario and such this gets a bit more complex on how the connection happens.

Sending Health and platform/user relation with sub accounts vs keys vs direct oauth connection would also be important to consider.

Some setups requiring things like CASA certification.

If we add inbound as a requirement to this it gets more complex with how DNS works, setup types, avoiding MX overlap, user setup experience, etc

Over recent years it’s just gotten harder, in February google cracked down pretty hard on email delivery requirements.

I could easily write a novel here on all the scenarios, but to simplify it go back to my first paragraph for a very base answer to your question.

My bubble email plugin

1:1 paid consult booking link if you want a full breakdown and recommendation on what route to go for your use case.

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Hi @chris.williamson1996 thanks for your reply. Love the plugin albeit doesn’t help my use case above (It does solve another I have so will look into that thank you). Email building isn’t the current problem, knowing which emailing system to use is. Postmark, Sendingrid, Mailersend, Resend, Loop etc. They’re all transactional or marketing emails. Not for my three use cases above.

I’m trying to figure out how to do my use case for the 3 scenarios. It’s not cold emailing. In Situation A, he’s going to respond, B, they have a duty to respond, in C, it’s not cold, the customer is known. Separate servers on what?

My app is irrelevant I’m specifically talking about those 3 scenarios. What emailing software or set up would you have in place to do those 3 situations within Bubble.

Update:

I’m basically trying to figure out how on earth companies send general emails that don’t fit into transactional or marketing, but look like a transactional email. ACAS emailed me the other day, the email was templated, looked indentical to a transactional email, but was written manually to me specficially. What emailing software are they piping into their CRM to do that?

Loop doesn’t allow it, Resend doesn’t either. Sendgrid and Postmark don’t.

It’s looking like you have to do SMTP from Fastmail or Google For Works or Outlook into Bubble itself but no idea how one does that.

There’s not a 1 size fit all answer to this, it’s very very dependent on your app, the UX you’re aiming for, expected scale, safety of users, dev time wanted to go into it.

When I say there isn’t a one size fits all I mean there are some pretty large decisions you need to make that impact what equates to thousands of dollars of cost, 20+ hrs of build time vs 3 hrs, full platform safety vs individual user safety, is inbound necessary.

Email is a monster because how strict they’ve gotten and server providers need to protect themselves as well.

If I gave you a generic one size fit all answer it would be:

  • Loops for transactional/broadcasts

  • Nylas or sendgrid for general client communication but both have drastically different setups, requirements, risks, UX.

But that doesn’t take into a ton of considerations.

This answer from ChatGPT may help you :sweat_smile:

:white_check_mark: Situation A – Bob from Networking

“Send me the blueprint” – he explicitly requested a document.

:light_bulb: What it is:

  • Relationship-based transactional communication
  • Not marketing, not cold
  • Should not be flagged as spam.

:white_check_mark: Recommended use:

  • Send from a verified domain email (e.g., ash@yourcompany.com) through a transactional-friendly provider like Postmark or Mailgun (via SMTP or API).
  • Subject line: Direct, simple.
    Example: Your requested blueprint from [Company Name]

:eight_spoked_asterisk: Avoid marketing platforms like Mailchimp. Use transactional-focused platforms or a good SMTP relay (e.g., Amazon SES).


:white_check_mark: Situation B – Ombudsman contacting Twitter

Lodging a complaint on behalf of someone else.

:light_bulb: What it is:

  • Operational/legal correspondence
  • One-to-one, user-initiated indirectly
  • Not marketing. Not spam. Not “broadcast”.

:white_check_mark: Recommended use:

  • Use your own mail server or transactional ESP (e.g., Sendgrid, SES, Mailgun).
  • Make sure your SPF/DKIM is set up so it doesn’t trigger spam filters.

:eight_spoked_asterisk: You are acting as a professional service provider; this is like legal or customer support email.


:white_check_mark: Situation C – Proactive Outreach to Struggling Customer

Not promotional. Not requested. Not marketing. Very human.

:light_bulb: What it is:

  • Relationship-driven, compassion-based manual email
  • Could be misclassified if using the wrong tools.

:white_check_mark: Recommended use:

  • Best sent manually through your normal email client, or via CRM (like HubSpot or Close.com) where email threading is personal and low-volume.
  • If you use an ESP, ensure it’s through a transactional or custom SMTP channel, not a “campaign” or “broadcast” flow.

:eight_spoked_asterisk: Keep it human in tone, personalized, and avoid “template” language or HTML-heavy layouts.


:hammer_and_wrench: Tool/Platform Suggestions by Use Case

Platform Best For Not Good For
Postmark Transactional, personal, direct-request emails Marketing, anything “cold”
Mailgun Transactional and flexible SMTP/API usage Campaigns unless on a dedicated IP
SendGrid Both transactional and marketing (split APIs) Cold or unclear purpose
Amazon SES Anything custom (but setup-heavy) Non-technical users
Gmail/Outlook Human/manual 1:1 messages Bulk sending or compliance-heavy campaigns
Lemlist/Instantly/Smartlead Cold email tools with smart deliverability Transactional or sensitive emails

:compass: TL;DR: What You Actually Need

  • If it’s human, personal, manualUse your actual email inbox or CRM with SMTP
  • If it’s requested or expected contentUse a transactional ESP
  • If it’s a mass campaign or cold outreach → Use cold email tools (with warm-up & reply tracking)
  • Avoid using marketing platforms for anything that isn’t promotional in nature
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Very on point. Though Postmark’s broadcast does a great job for marketing emails for me so far. Very low to no bounce rates.

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The bounce rates are actually pretty much based on the quality of the list you’re sending from and if you have emails in your list that don’t exist (hard bounce) or some that are full (soft bounce)

Postmark just provides good visibility on that

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