01Chapter
Start with the right people.
We review the available records and group suitable contacts by their needs, history and stage. Opt-outs and anyone excluded by recent purchases, active service or other agreed triggers are removed. Eligibility is checked again before each send using available updates. Every message includes an easy way to opt out, which also protects your WhatsApp number.
You have a clearer view of who is suitable for this campaign.
A list with a reason
- History checked
- Suitable group
- Exclusions applied

Workflow illustration
An old enquiry with no recent purchase may fit the campaign. A current customer receiving the service may not.
See the setup behind this: Start with the right people.
Can we work with older or scattered records?
Start by checking what can be used.
1. Clean the list and agree the groups
We review the available records and group suitable contacts by their needs, history and stage. Opt-outs and anyone excluded by recent purchases, active service or other agreed triggers are removed. Eligibility is checked again before each send using available updates.
You have a clearer view of who is suitable for this campaign.


