Custom Check lets your organization define its own quality rules inside ConfidenceCheck—so you can automatically catch brand, style, or compliance issues that are specific to your team.
Prerequisites
- NEW Enterprise plan. Contact your Customer Success Manager if you need to upgrade. Please note that this feature is currently available to all plans until March 22nd.
- Owner or Admin role to configure rules. All users can run Custom Check and view results.
What Custom Check Does
Standard ConfidenceCheck catches editorial errors, broken links, and accessibility issues. Custom Check extends this with rules you define—for example:
- Enforcing a specific company name spelling ("ContactMonkey" as one word)
- Flagging banned or deprecated terms
- Requiring employees to be referred to as "associates"
- Catching dates written in the wrong format
- Identifying off-brand color values or missing disclaimers
Up to 12 enabled rules can run per workspace. All rules are org-wide, meaning every user's ConfidenceCheck run applies the same rule set.
Configure Custom Check Rules
Only Owners and Admins can add, edit, or delete rules. Other workspace members can view rules but cannot change them.
- Open Email Settings in your ContactMonkey workspace
- Scroll to the Custom Check section
- Click Add Rule
- Fill in the two required fields:
- Title — A short label for the rule (max 50 characters, e.g., "Company Name Spelling")
- Rule — A plain-language description of what to flag (max 250 characters, e.g., "Flag any instance where the company name is not spelled exactly as 'ContactMonkey'—one word, with this capitalization.")
- The rule is enabled by default. Use the toggle to disable it without deleting it
- Click Save to apply
To edit a rule: Click the pencil icon beside your desired rule, make your changes, and save.
To delete a rule: Click the trash icon next to the rule. This action cannot be undone.
Tip: Write rules in plain, specific language. The more precise your rule description, the more accurate and consistent the results. For example, instead of "check for brand colors," write "Flag any use of green that is not exactly
#228B22or#7CFC00."
Example Rules
Not sure where to start? Below are ready-to-use rules organized by category. Copy and adapt the Rule text to fit your organization's standards.
Brand & Terminology
| Title | Rule |
| Custom Dictionary | Flag any instances of the following terms that aren't spelled and capitalized exactly as follows: ContactMonkey, ConfidenceCheck |
| Banned Terms | Flag any mention of the following terms or variations of these terms: "ProductX", "CompanyY" |
| Terminology Conventions | Flag any instance where employees are referred to as anything other than "associates" |
Clarity & Readability
| Title | Rule |
| Undefined Acronyms | Flag any acronym that is not defined on first use within the email. Exclude any commonly understood acronyms. |
| Undefined Internal Jargon | Flag internal jargon or team-specific terms that are not explained. |
| Wall of Text | Flag any paragraph that exceeds 200 words. |
| Bullet List Overload | Flag bullet lists longer than 10 items. |
| Missing Summary Section | Flag long emails that do not include a brief summary or key takeaways section. |
| Unclear Ownership or Next Steps | Flag messages that announce an action or change without clearly stating who is responsible or what happens next. |
| Missing Audience Context | Flag announcements that do not clearly state who the message applies to (e.g. all associates, managers, specific teams). |
Tone & Voice
| Title | Rule |
| Friendly Professional Tone | Flag content that appears overly casual, sarcastic, or unprofessional (e.g. slang, jokes, or excessive emojis). |
| Overly Formal or Legal Tone | Flag content that sounds overly legalistic or formal for internal communication. |
| Negative or Alarmist Language | Flag language that may sound alarming or urgent without clear justification. |
| Passive Voice Overuse | Flag paragraphs where passive voice is used excessively. |
Formatting & Style
| Title | Rule |
| Date Format Enforcement | Flag any date that is not written in the format "Month DD, YYYY" (e.g. March 5, 2026). |
| Numeric Date Format Usage | Flag any date written using numeric formats such as MM/DD/YYYY or DD/MM/YYYY. |
| Missing Timezone in Time Mentions | Flag any mention of a time of day that does not include a timezone (e.g. EST, PST, GMT). |
| All-Caps Text Usage | Flag any sentence or heading written entirely in all capital letters. |
| Excessive Exclamation Marks | Flag any sentence containing more than one exclamation mark. |
| Emoji Usage in Body Copy | Flag emoji usage within paragraph text (excluding headings or short callouts). |
| Excessive Bold or Italics | Flag paragraphs where bold or italic formatting is overused. |
| Inconsistent Capitalization in Headings | Flag headings that use inconsistent capitalization styles within the same email. |
Brand Design
| Title | Rule |
| Brand Colors (Green) | Flag any use of green that is not exactly #0fba69 or #7CFC00. |
| Brand Colors (Yellow) | Flag any use of yellow that is not exactly #ffde4e. |
| Heading Font Sizes | Flag any H1 heading not set to font size 26, H2 not set to 22, or H3 not set to 18. |
Links & CTAs
| Title | Rule |
| Generic CTAs | Flag any button text that uses generic labels like "Click here" or "Learn more". |
| Invalid URL Keywords | Flag any URL that contains the words "staging" or "preview". |
| External Links Without Context | Flag any external link that is not preceded by descriptive text explaining where it leads. |
Localization
| Title | Rule |
| UK English Spelling | For any English words, flag any instances where the UK spelling is not adhered to. |
Run Custom Check on an Email
Once rules are configured, Custom Check appears automatically in the ConfidenceCheck popover for all users.
- Open your email draft in the Email Builder
- Click the glasses (👓) icon at the top right
- Find the Custom row (below Accessibility)
- Click the play button to check the email against your enabled rules, or click Start all to run Custom Check alongside Editorial, Links, and Accessibility simultaneously.
Results appear in the Custom results panel. Each violation shows:
- The rule title that was triggered
- A short description of why the content was flagged
- A clickable violation that scrolls to and highlights the specific email module containing the issue
Note: Custom Check results are descriptive only. The check identifies violations but does not suggest rewrites or auto-corrections.
Troubleshooting
The Custom row shows a “Configure” button instead of a play button
This means no rules are currently enabled in your workspace. An Owner or Admin needs to add at least one enabled rule in Email Settings before Custom Check can run.
Custom Check does not appear in ConfidenceCheck
Confirm your workspace is on the ConfidenceCheck Enterprise plan. If you believe you should have access, contact your Customer Success Manager.
Custom Check returns too many false positives
Revisit the instructions for the relevant rule. Make the description more specific—for example, narrow the scope, add exceptions, or include exact examples of what should and should not be flagged.
Custom Check ran but returned no violations
Great news! The email content didn't trigger any of your enabled rules.