Define the objective
Write down the audience, consent basis, one intended outcome and the follow-up owner. Decide in advance what success means and how it will be recorded.
Review and test the message
Keep the message relevant and concise. Verify the applicable template requirements, variables and destination link. Send an internal test and review the experience on a phone before launching to customers.
Prepare the reply workflow
Assign incoming replies to the right team, clarify working hours and escalation, and make sure staff can find the campaign context. A sent campaign is only the beginning of the conversation.
Review results responsibly
Separate delivered, read, replied and converted events. Compare like-for-like goals and segments. Record one improvement and give it an owner and review date.
| Stage | Check | Evidence |
|---|---|---|
| Before sending | Consent, segment and message | Approved audience and internal test |
| During responses | Ownership and capacity | Assigned conversations and escalations |
| After sending | Commercial result | Bookings or qualified leads, not reads alone |
Frequently asked questions
Is a read message a conversion?
No. Use the actual campaign objective as the conversion.
Should we test before sending?
Yes. Check variables, links and the reply workflow internally.
What should we improve next?
Choose one clear hypothesis from comparable results and review it with the team.
Official references
Product eligibility, limits and policies can change. Check the current official guidance before making an operational decision.
Discuss the right setup for your team.
Review your number, users and workflow before activation. Availability depends on the selected plan and enabled integrations.
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