# Bulk Messaging Software — working brief

Message types this quarter (promotion, back-in-stock alert, order update, reminder):
Sends per month and recipients per send:
List sources, and where each contact's opt-in was collected:
Opt-in wording in use, and the date it was introduced:
Template category per message (marketing, utility, authentication):
Recipient countries and the rough share of the list in each:
Segments to target (past buyers, lapsed customers, region, language):
Triggered alerts and the system that fires them (store, CRM, form):
Who answers replies, in which languages and during which hours:
Opt-out handling (stop keywords, where opt-outs are recorded):
Reports needed after each send (delivered, read, failed with reason, replied, opted out):
WhatsApp number status (new number, or already sending through the API):

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