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Before you send: Pre-delivery checklist

Before clicking "send," take a few minutes to verify everything is correct using this checklist. This prevents errors and ensures your messages deliver properly.

Quick checklist table

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

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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