Essential Compliance Requirements:
Opt-in Consent
Always required: Proper opt-in consent from all recipients
Documentation: Keep records of how consent was obtained
Verification: Regularly audit your consent processes
Clear Identification
Business name: Always identify your business clearly
Contact info: Provide easy way to reach you
Professional tone: Maintain appropriate business communication
Easy Opt-out
Clear instructions: Make it easy to unsubscribe
Quick processing: Honor opt-out requests immediately
Documentation: Track and respect all opt-out requests
Regulatory Compliance:
- Follow local and federal SMS regulations
- Respect time-of-day restrictions
- Honor do-not-contact lists
- Maintain compliant message content
Volume Management:
Recommended Limits:
- Maximum ~100 messages every 5 minutes
- Protects Twilio health and deliverability
- Maintains good carrier relationships
- Reduces risk of being flagged as spam
Frequency Guidelines:
- Avoid daily messaging to same contacts
- Space campaigns appropriately
- Consider contact preferences
- Monitor opt-out rates as frequency indicator
Scaling Strategies:
- Start with smaller volumes
- Gradually increase based on performance
- Use List Segmentation for large campaigns
- Monitor health scores as you scale
Message Structure Best Practices:
Opening Elements:
- Clear business identification
- Personal greeting when possible
- Immediate value proposition
- Professional, friendly tone
Body Content:
- Concise, relevant message
- Clear benefit or offer
- Specific information
- Appropriate call-to-action
Closing Elements:
- Easy response mechanism
- Clear next steps
- Opt-out instructions
- Professional signature
Content Guidelines:
- Keep messages under 160 characters when possible
- Use clear, simple language
- Avoid excessive punctuation or caps
- Include specific, actionable information
Time-of-Day Best Practices:
Optimal Sending Windows:
- 10 AM - 2 PM: Generally high engagement
- 6 PM - 8 PM: Evening engagement window
- Avoid very early morning (<9 AM)
- Avoid late evening (>9 PM)
Day-of-Week Considerations:
- Tuesday-Thursday: Often best performance
- Monday: Avoid if possible (busy start of week)
- Friday: Mixed results (weekend preparation)
- Weekends: Test carefully for your audience
Industry-Specific Timing:
- Consider your audience’s schedule
- Account for industry-specific patterns
- Test different times for your market
- Monitor response patterns over time
CSV Preparation Standards:
Data Cleaning Checklist
- Remove empty rows and columns
- Standardize phone number formats
- Validate all required fields
- Remove obvious duplicates
- Check for data accuracy
Phone Number Quality:
- Use consistent formatting
- Include area codes
- Remove invalid numbers
- Test with small batches first
- Monitor delivery rates
Contact Information:
- Verify names are properly formatted
- Ensure data is current and relevant
- Remove outdated contacts
- Maintain clean, organized lists
Health Score Protection:
Positive Practices:
- Maintain low opt-out rates
- Send relevant, valuable content
- Respect sending frequency limits
- Process opt-outs immediately
Avoid These Issues:
- High complaint rates
- Excessive sending volume
- Poor opt-in consent quality
- Ignoring delivery failures
Monitoring Strategies:
- Check health scores regularly
- Address issues immediately
- Adjust practices based on feedback
- Maintain consistent quality standards
Audience Development:
Quality over Quantity:
- Focus on engaged, interested contacts
- Prioritize proper opt-in consent
- Segment lists for targeted messaging
- Remove non-responsive contacts regularly
Source Diversification:
- Use multiple lead generation methods
- Track performance by source
- Focus resources on best-performing sources
- Maintain source quality standards
List Maintenance:
- Regular cleaning and updates
- Remove bounced/invalid numbers
- Honor opt-out requests immediately
- Update contact information when available
Issue Resolution Strategies:
High Opt-out Rates:
- Immediately pause additional sends
- Review message content and frequency
- Check opt-in consent quality
- Contact Compliance team for guidance
Poor Delivery Rates:
- Validate phone number formats
- Check Twilio account status
- Review recent sending patterns
- Test with smaller sample first
Low Response Rates:
- Analyze message relevance
- Test different messaging approaches
- Review timing and audience targeting
- Improve call-to-action clarity
Technical Issues:
- Document errors with screenshots
- Contact support with specific details
- Test with different data sets
- Follow escalation procedures
Key Performance Indicators:
Healthy Campaign Metrics:
- Delivery rates >95%
- Opt-out rates <2%
- Positive Twilio health scores
- Appropriate reply rates for industry
- Low complaint rates
Warning Signs:
- Declining delivery rates
- Increasing opt-out rates
- Negative health score trends
- High complaint rates
- Poor engagement quality
Action Thresholds:
-
5% opt-out rate: Immediate review required
- <90% delivery rate: Technical investigation needed
- Negative health trends: Adjust practices immediately
- Compliance issues: Compliance team via WhatsApp Group
- Technical issues: Support with detailed screenshots
- High complaint rates: Immediate escalation required
- Volume: ~100 messages per 5 minutes
- Opt-out rate: <2%
- Delivery rate: >95%
- Health scores: Maintain positive trends
Following these best practices will help ensure your bulk SMS campaigns are compliant, effective, and sustainable for long-term success.