Email and SMS Marketing Services

The work can include a review of your program and platforms, a strategy for customer journeys and channels, a check of customer records and tracked actions, getting permission and preferences ready, customer groups, rules for how often people hear from you across email and SMS, a campaign calendar, the design of automated flows, writing and creative work, platform builds, quality checks on personalized content, sending, tests, reporting, regular review meetings with your team, step-by-step guides and handover. Your proposal names the channels, platforms, number of messages, journeys, markets, outside dependencies and who runs things afterwards.

Email Campaign Management Services runs an email-only set of campaigns, including briefs, audiences, copy, offers, the calendar, production, sending and lessons learned. This service runs one joined-up program across email and SMS, including automated customer journeys, what each channel is for, the different permission rules for each channel, how much contact each person gets across both, clashing messages and combined measurement. Your proposal can include both without paying twice for the same work.

Marketing Automation Services handles the wider process around your messages, such as CRM (customer database) actions, lead scoring, lead routing, queues, APIs (secure links between software systems) and workflows that connect many systems. Email and SMS Marketing Services handles the customer-facing side: journey strategy, campaigns, automated flows, content, audience decisions, coordinating the two channels and running the sends. A complex program may need both, but every piece of work has one clear owner.

We can work in tools such as Klaviyo, Braze, Customer.io, HubSpot, Attentive, Twilio, Mailchimp and other suitable email service providers (ESPs) or messaging tools. Features, plans, supported countries, sender types, sending speed limits, APIs, permission settings and reporting all change over time. We check your current account and the official documentation before promising that a feature will work. Naming a platform here does not mean we are its official partner or certified by it.

Yes, when both are part of the agreed work. Campaigns are one-off sends to an approved audience at a planned time. Flows are automated series that keep running, with something that starts them, live filters, waits, branches, exits, re-entry rules and the risk that comes with changing versions. We plan them together so a scheduled broadcast doesn't accidentally clash with welcome, abandoned cart, after-purchase, reorder, service or win-back messages.

No. Permission for email and permission for SMS are separate. We map the channel, purpose, sender, source, date and time, notice version, proof, opt-outs and whether you need to ask again, and we check that each person can still be messaged before anything is sent. Legal requirements differ by country, state and type of message. Your own legal and privacy advisers approve the sign-up wording, how the rules are read and the risk you accept; Softscotch does not give legal advice.

We can improve approved sign-up forms, preference pages, landing pages, sign-ups at checkout and journeys that invite email subscribers to join SMS, when these are included. Stand-alone SMS list-building programs, paid advertising for sign-ups, giveaways, buying leads and custom form building can be separate services. We never buy scraped lists, assume SMS permission because someone gave email permission, or treat a bigger list as better without good permission, real reach and value to customers.

We can review and set up the sender registration details your platform supports, automatic replies to keywords like STOP and HELP, local-time and quiet-hour settings, permission records, opt-outs and pre-send checks in the agreed platform. You provide true details about your business and how you will use texting, and you keep the legal sign-off. Phone carrier, provider, country and state rules change, and platform settings can't certify that you are fully compliant or guarantee that messages are delivered.

We create one overall rule set that sits above each channel's own frequency limits. It looks at the purpose of the message, its priority for the customer and the business, permission, preferred channel, recent contact, active journeys, local time, urgency, expiry, cost, how tired people are of hearing from you and essential exceptions. The result can be to send, wait, switch channel, hold the message back or ask a person to review it, and the reason stays on record.

Yes, when the data is current, you are allowed to use it and it is set up correctly for the message. We define the source, type, freshness, who qualifies, expiry and the backup text for customer, action, product, price, currency, stock, offer, image, link and language details. Tests cover missing, badly formatted, very long, out-of-date, zero and too-big values. If there is no approved backup, the safe choice can be to leave the detail out or stop the message.

Routine checks before and after sending can include choosing the sender, opt-outs, bounces, spam complaints, unsubscribes, how providers respond and how often you send. A deep review of your sending setup, SPF, DKIM and DMARC (email security records that prove you are the real sender), domain alignment, sender reputation, infrastructure, warm-up (slowly raising send volume) and repair belong to Email Deliverability Services, unless both are clearly combined. Neither service can guarantee that emails land in the inbox or that phone carriers deliver every text.

Yes, when the audience size, length of time, risk to customers and platform support mean the result can be trusted. We set the test idea in advance, how people are randomly split, the group, the versions, the main measure and safety measures, the smallest effect worth acting on, exposure, checks for tests mixing, when to stop and what we will decide. Holdouts (holding messages back from a small group) can show the true extra effect, but they also hold back useful messages, so essential messages and the sales you may give up are agreed openly.

We keep a record of how the platform credits sales: the time windows, which clicks or opens count, exclusions for bots or privacy features, where each number comes from and when figures are later corrected. Where the data you allow us to use makes it possible, we compare total order value with cancellations, returns, discounts, tax, shipping, cost, margin, messaging costs and repeat buying. Revenue credited by the platform is reported as an estimate, not automatic proof that the program caused the sale.

AI can help, within limits, with customer group rules, copy versions, sorting messages, quality checks or suggesting a channel. We use approved inputs, rules about claims that are not allowed, privacy limits, fixed rule-based checks, human approval, a record of where content came from, monitoring and ways to undo or switch it off. Prediction and automatic adjustment features also need enough realistic data and a safe way to test them. We don't suggest that AI will send live messages on its own or that it guarantees better results.

You keep control of accounts, domains, sender registrations, phone numbers, customer and product data, source systems and the approved work. Your proposal lists any third-party licenses, access roles, storage locations, templates, customer groups, flows, reports and limits on exporting. We hand over up-to-date documents and access. We don't claim to have our own Softscotch platform, and we don't make you depend on us forever.

When platform access, campaign and flow records, proof of channel permission, customer-stage data, current content and decision makers are ready, the first useful delivery is a program review and priority brief within three business days. The channel permission and audience plan usually follows by day five, with an approved roadmap in week one and carefully controlled first sends in weeks one to two. Sender registration, fixing customer records, new tracked actions, several markets, regulated reviews and a large amount of content make it take longer.

Pricing depends on the platforms, markets, sender names, audience size, number of campaigns and flows, how much content is produced, copy and creative, personalized and product details, customer record and tracked action work, permission controls, connections to other systems, quality checks, tests, reporting, how much review is needed and the service levels you want. Platform, message, phone number, email display testing, data, translation, legal, security and specialist costs are kept separate unless your proposal clearly includes them.

No. Customer demand, product quality, pricing, stock, market conditions, platform and phone carrier decisions, data, permission, your website and other channels all affect results. We can be accountable for the agreed research, building, quality checks, sending, testing and reporting. We show what changed, how each number is defined, what the evidence supports and where there is still uncertainty.