Check in this order: permission, final audience, robust message, working assets, ready team, and defined measurement.
Audience and permission
Confirm the contact group, its membership rule, and update date. The displayed total should match eligible contacts after exclusions.
Review permission sources and remove opt-outs, invalid numbers, duplicates, and people who already completed the action.
- Group named and described.
- Applicable permission documented.
- Suppression list current.
- Frequency controlled.
- Time zone and language aligned.
Message and personalization
Read the message without the campaign brief. Are identity, context, benefit, and action immediately clear?
Preview complete records, missing fields, and long values. Every optional variable needs a safe fallback.
Links, media, and documents
Open every link on a phone and verify its destination and access. A link that works internally may fail for recipients.
Download files from the test message. Check type, size, name, readability, caption, and availability for the full campaign period.
- Public destination.
- File remains available.
- MIME type matches.
- Image readable on mobile.
- Essential information also in text.
Sending and operational capacity
Confirm the connection state. For a large audience, use an internal test and a small initial batch to expose problems safely.
Make sure the team can reply during the chosen window. Prepare assignment, common answers, and escalation.
Metrics and stop conditions
Define the primary KPI, observation period, denominator, and attribution method. Confirm that recipient-level failures can be investigated.
Set stop conditions such as a broken link, exhausted inventory, unmanageable replies, or unusual failure rate. Name the person authorized to pause.
- Goal written.
- Primary KPI chosen.
- Errors visible.
- Pause owner assigned.
- Debrief scheduled.
