Write for a specific purpose

Draft separate content for common customer questions and order-related updates. Keep each message relevant, clear, and consistent with the business customers expect to hear from.

Review permissions and requirements

Ask the responsible business owner to review how customer permission is recorded. Check current platform guidance for the intended message type rather than relying on an old example.

Test the receiving experience

Read each message on a phone and check any destination link. Confirm who handles replies so customers are not left waiting after receiving an update.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.