Text Campaign Planning
A practical planning worksheet and checklist to help teams design, approve, and run effective government text messaging campaigns.
This resource provides a step-by-step planning framework for setting up a text campaign, including defining goals, audiences, triggers, desired actions, and success metrics before messages are sent.
It outlines operational and compliance considerations such as consent review, internal approvals, security reviews, staff readiness, testing, and tracking delivery, opt-outs, and outcomes. The guide also includes templates for drafting message content, auto-responses, personalization, translation workflows, and outreach to recipients and internal staff to build trust and prepare for questions.
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