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Best Practices

What are the most important compliance practices?

Section titled “What are the most important compliance practices?”

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

How should I manage sending volume and frequency?

Section titled “How should I manage sending volume and frequency?”

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

What data quality practices should I follow?

Section titled “What data quality practices should I follow?”

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

What are effective list building strategies?

Section titled “What are effective list building strategies?”

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

How do I handle common issues effectively?

Section titled “How do I handle common issues effectively?”

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
  • Proper opt-in consent documented
  • Clear business identification in messages
  • Easy opt-out instructions provided
  • Appropriate sending times respected
  • Clean, validated contact data
  • Professional message content
  • Appropriate sending frequency
  • Regular performance monitoring
  • 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.