Personalized messages: relevance, accuracy and one next action

Check relevance first

Exclude people who cancelled, already paid or no longer need the notice. A correctly personalized name does not make an irrelevant message appropriate.

Use verified values

Compare dates, amounts and status against current records. Check how the recipient should actually be addressed. Automatic substitution does not verify the underlying facts.

Make the next action clear

State what to do, by when and through which real contact method. Preview several recipients and remove unnecessary sensitive information. Review consent and opt-out requirements separately when adding promotional content.

Continue with the guide

• Excel messages: verify names, amounts and dates
• Advertising messages and opt-out handling