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Before you send: Pre-delivery checklist

This article provides a pre-delivery checklist for Messages XR Enterprise senders, including channel-specific checks for SMS and email and a recommended test-send workflow before messaging a full recipient group.

πŸ’‘Quick answers

  • What should be reviewed before every message send? Check spelling, recipient list, delivery channels, and content accuracy β€” then always send a test to yourself first.
  • Are there additional rules that apply only to SMS before sending? Yes, SMS messages must stay within character limits, avoid URL shorteners, and comply with carrier content policies.
  • How do I send a safe test before the full delivery? Add yourself or a test account as a recipient, send a test message, then verify receipt across all channels before sending to the full list.
  • Why shouldn't I use auto-translate for all languages? Auto-translate can produce inaccurate results for complex or culturally specific content, so messages in critical languages should be reviewed by a fluent speaker.
  • Can I verify whether a test message was actually delivered? Yes, check the message report after the test send to confirm delivery status across each channel.

Quick checklist table

Check SMS Email Always
No typos or errors βœ“ βœ“ βœ“
Clear call to action βœ“ βœ“ βœ“
No sensitive information βœ“ βœ“ βœ“
Under 60 characters βœ“ - -
No emoji or special characters βœ“ - -
No accents (Γ©, Γ±, ΓΌ) βœ“ - -
Links work properly - βœ“ -
Formatting looks good - βœ“ -
Correct recipient group βœ“ βœ“ βœ“
Recipient count makes sense βœ“ βœ“ βœ“
Outside blackout hours βœ“ βœ“ βœ“
Proofread βœ“ βœ“ βœ“
Test send to 2-3 people first βœ“ βœ“ βœ“

Before you send: Detailed checklist

  • Content: No typos, clear tone, obvious call to action, no sensitive information
  • SMS: Under 60 characters, no emoji or accents, standard punctuation only
  • Email: Formatting looks good, links work, no huge attachments
  • Recipients: Correct group selected, count makes sense
  • Timing: Outside blackout hours, scheduled time verified
  • Languages: Manually select only needed languages (don't use auto-translate all)
  • Final: Proofread and ready to send

Always test before sending

  1. Compose and review your message
  2. Send to 2-3 test recipients (yourself, a colleague, a family member)
  3. Verify it arrived and looks correct
  4. Check Message Tracking for delivery status (should show "delivered" or "completed")
  5. Send to your full recipient group

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