Text Message Sending Guardrails

DailyStory enforces rules when sending text messages. These rules are in place to help you effectively communicate and ensure simple mistakes are avoided.

A text message can only be sent to a recipient once

When sending text messages through automation or through the scheduler, DailyStory will ensure that a contact in a campaign will only receive your text message once.

This keeps you from sending the same text message by accident and it allows tracking of text message performance per unique send.

What this means is that a text message can be scheduled repeatedly for the same campaign or sent again through an automation without any concern of over-sending the same text message. If the recipient was previously sent the text message, they will not be sent the text message again.

If a recipient asks to be resent the text message, send a single text message.

Contacts that share mobile numbers are deduplicated

While a contact can only be sent a text message once, it is possible multiple contacts have same mobile number. When both contacts are set to receive the text message in a campaign, both will be marked as have been sent the text message. However, the text message will only go to the mobile number once.

The Contact must be Active

The contact who is set to receive the text message must be an Active contact. Contacts marked as Deleted, for example, will not receive a text message.

Lead status must be Active, Converted, or Nurturing

When a contact is added to a campaign it is called a lead. A lead in a campaign can only receive a text message from that campaign if the lead's status is Active, Converted or Nurturing.

The Contact must be opted in

Contacts who are marked as do not contact or have opted out of text message will not be sent text messages. If the text message is marked as Is Transactional the message is sent to the recipient even if they are opted out.

The mobile number must be valid

Invalid mobile numbers will not be sent to. If a text message is sent to a mobile number and the mobile number is invalid, such as a land line, the contact's mobile number will be set as undeliverable and will not be sent to again.

Do not contact date must not be in the future

If a contact's do not contact until date is set to a future date, the text message will not be sent.

The do not contact date is handled differently for leads moving through an Autopilot Automation: if a lead is set to receive a message through an automation, but the lead's do not contact until date is within the next week, the message will queue itself for delivery at that time. Otherwise the message will be not be send to the lead.

The max contact frequency cannot be exceeded

If the contact's max contact frequency is exceeded (the maximum number of messages/day the contact can receive) the text message will not be sent.