Start with permission and expectation
The right channel is the one customers expect you to use. Capture consent clearly, define message types and frequency, and make opt-out easy.
Use SMS for short, critical messages
SMS suits concise alerts, appointments, codes, and urgent notices. Its strength is clarity and speed, not extended conversation.
Use WhatsApp for context and dialogue
WhatsApp fits journeys that need detail, files, or two-way replies. Segment customers by stage instead of sending one message to everyone.
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