SMS Outreach Planning

Planning resources for teams evaluating business text messaging, recipient rules, channel fit, and coordination with email outreach.

Use these resources to assess whether text messaging belongs in a business outreach plan and what your team should resolve before using it. The current Dureach campaign guide documents email campaigns; it does not establish an SMS sending capability.

Assess the use case

Define the audience, purpose, expected response, and owner before choosing a channel. Confirm the source and permitted use of each phone number, the sender identity, and the rules that apply to recipients and jurisdictions with qualified counsel.

Plan the workflow

Decide how replies, opt-outs, suppression instructions, and ownership will be handled in the messaging service and CRM your organization uses. Keep SMS and email records distinct where their rules or provider controls differ. Do not assume that an email campaign tool synchronizes SMS activity or suppression.