Campaign messaging records
Retain the exact approved version, not just the newest draft. A correction should preserve the history needed to explain what recipients actually received.
Putting the guide into practice
Define access, retention, and deletion with the campaign's legal and contractual requirements. Keep verification secrets out of ordinary reports and share only the records a reviewer needs.
- Approval version
- Audience evidence
- Send reference
- Retention schedule
Limits and review decisions
Do not invent a universal retention period. The campaign should identify which legal, provider, and contract requirements apply to each record type.