CAMPAIGN MESSAGE REVIEW · Workflow idea
Use approved campaign details and only the customer fields needed to prepare an email or text draft for eligible recipients. Confirm the lawful basis and channel-specific permission, honor opt-outs and suppression lists, and avoid sensitive or speculative personalization. A campaign owner must review the exact content, destination, audience, and timing before sending; keep delivery status visible so failures do not cause duplicate contact.
01 / The starting point
Current campaign records and contacts with verified channel permissions
“Prepare coordinated messages without contacting people who opted out or making unsupported claims.”
02 / The work
Helps a marketing team prepare campaign message drafts and track eligible recipients.
Check current terms, dates, eligibility, and claims.
Exclude opt-outs and anyone without required consent for that channel.
Use accurate, necessary details and avoid sensitive inferences.
Check each destination, message length, and applicable contact limits.
Have a campaign owner verify content, audience, and schedule.
03 / The result
Channel-specific message drafts with recipient eligibility and approval status.
Reviews & approvals · Example outcome
Channel-specific message drafts with recipient eligibility and approval status.
A contact record may not reflect current permission, and personalization can be inaccurate or intrusive. Verify suppression status at send time, minimize personal data, check offer terms, and require an owner to approve every recipient set and message before delivery.
04 / Make it yours
A few choices shape the work around your team.
Assign owners and review dates to offers, recipients, and permissions.
Recheck eligibility immediately before any delivery.
Avoid sensitive traits and use only data needed for the campaign.
Keep the exact send behind review and resolve uncertain delivery status.