Authorized messaging checklist

Document why each audience may be contacted and which legal basis or authorization applies.

Confirm the intended content matches what recipients were told to expect.

Remove obviously invalid, duplicate, opted-out, or unnecessarily retained records.

Check country-specific marketing, privacy, and telecommunications rules.

Verify selected accounts are online, appropriate for the audience, and within active port capacity.

Check assigned proxy availability and investigate unusual account-state changes before sending.

Assign an employee owner and define when the task must be paused or escalated.

Review text and media for accuracy, identity, prohibited claims, and required disclosures.

Include a clear opt-out path where the law or communication context requires one.

Use conservative account limits, concurrency, and randomized intervals appropriate to the audience.

Send a small internal or authorized test before a broader task when practical.

Watch task outcomes and stop when complaints, enforcement signals, or abnormal failures appear.

Honor opt-outs and data requests promptly across future recipient lists.

Review per-target results and audit records without retaining data longer than necessary.

Document lessons and update the next campaign rather than repeating the same failure pattern.