CUSTOMER TEXT MESSAGES · Workflow idea
Use a customer-approved contact and a clear message for an appropriate service update. Keep an explicit review before sending, respect contact preferences, and check the returned delivery outcome.
01 / The starting point
A customer’s number, a proposed message, and the business reason for contacting them
“Send the approved text to the confirmed recipient only when the team has verified permission for this kind of contact.”
02 / The work
Sends a short business text using the recipient and message details supplied after an authorized person has reviewed the communication.
Check the customer’s contact details against the appropriate business record before preparing a message.
Confirm that the customer may be contacted by text for the stated purpose and has not asked the business to stop.
Check the wording for accuracy, privacy, clarity, and any information the customer should not receive by text.
Have an authorized person approve the exact recipient, message, and send time before the text is sent.
Review the returned delivery status and keep a concise record for the responsible team.
03 / The result
A text-send outcome associated with the reviewed recipient and message, ready for the responsible team to check.
Reviews & approvals · Example outcome
A text-send outcome associated with the reviewed recipient and message, ready for the responsible team to check.
A text message is an external communication. Confirm the recipient, permission, timing, and exact wording before sending; respect opt-outs and local contact requirements, and do not treat a delivery status as proof the recipient read it.
04 / Make it yours
A few choices shape the work around your team.
Use an account authorized for the organization’s customer communication.
Decide how permission, contact purpose, customer preferences, and stop requests are verified before every send.
Write concise templates for the intended service updates and identify details that must be checked for each customer.
Name who approves messages and who handles invalid contact details, uncertain permissions, or delivery problems.