CONTACT MESSAGING · Workflow idea
Prepare a short text update for a selected group of contacts. Confirm the recipients, permission to contact them, and exact message before an authorized person approves sending.
01 / The starting point
A request to prepare a text update for a selected, approved contact group
“Check the proposed message and contact list, then send only to eligible recipients after an authorized person approves the exact send.”
02 / The work
Helps a team prepare a text update for selected contacts while making recipient eligibility and message approval part of the process.
Define why the message is needed and which specific group of contacts should receive it.
Have a responsible person verify the contact details, permission to send, and any applicable exclusion requests.
Keep the wording clear and concise, and confirm that names, dates, and instructions are accurate.
Show the final audience and message to an authorized reviewer and wait for explicit approval before sending.
Check the reported delivery outcome and route replies or requests to stop messages to the appropriate owner.
03 / The result
A reviewed text update sent to the approved contacts, or a held request when consent, recipient details, or wording needs attention.
Reviews & approvals · Example outcome
A reviewed text update sent to the approved contacts, or a held request when consent, recipient details, or wording needs attention.
Sending texts contacts people outside the team. Verify consent, recipient details, timing, and message content, and require a person to approve the exact audience and wording before sending.
04 / Make it yours
A few choices shape the work around your team.
Choose which contacts may be considered for messages and where their permissions and exclusions are maintained.
Document how the team confirms permission, handles opt-outs, and protects personal contact information.
Name who can approve a specific recipient group, exact text, and send timing.
Review an eligible contact, an excluded contact, and an unclear message; confirm no text is sent until approval.