Worksheet

Channel choice worksheet

A single sheet with message types as rows, namely payment due, appointment reminder, booking confirmation and dispatch update, leaves room for any other notice you send. Columns record the audience, consent held, the channel chosen, the fallback channel, template or sender status, where replies land and the staff member who watches them.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “WhatsApp, SMS or email for payment reminders and booking confirmations”, www.gullysystem.com/blog/whatsapp-sms-or-email-for-payment-reminders-and-booking-confirmations