Kataboom
Sign in Sign up
Guide 06 of 07Available6 minute guide

360 Marketing guide

Prepare responsible customer engagement.

Organise consent, customer information and communication rules before activating responsible customer journeys in 360 Marketing.

Who this is forOwners and marketing teams

Guide overview

Follow the workflow in a controlled order.

Important boundary. 360 Marketing is available for permission aware customer engagement. Delivery still depends on configured providers, valid consent and eligible audiences. Unconfigured providers are never presented as active.

Guided steps

From preparation to a checked outcome.

01

Separate operational contact from marketing consent

A phone number used for an order is not automatic permission for promotion.

What to do
  • Record why each contact detail was collected.
  • Identify the channels and purposes the customer actually approved.
  • Exclude uncertain records until permission is clarified.

Expected outcomeEligible marketing contacts can be distinguished from operational contacts.

02

Clean and organise customer information

Accurate identity and contact data reduces mistakes and duplicate communication.

What to do
  • Remove obvious duplicates.
  • Correct invalid contact details where there is a verified source.
  • Keep company data isolated and avoid merging unrelated identities.

Expected outcomeCustomer information is more useful and less likely to cause incorrect delivery.

03

Define explainable audience rules

A team should be able to explain why a customer received a message.

What to do
  • Use clear criteria such as customer choice or relevant purchase context.
  • Avoid sensitive or inferred categories without a valid basis.
  • Document exclusions before delivery.

Expected outcomeEvery intended audience has a clear and reviewable reason for inclusion.

04

Prepare connected channel permissions

WhatsApp, Instagram, email and other providers keep their own approval rules.

What to do
  • Confirm the business owns or administers the connected account.
  • Grant only the permissions needed for the approved workflow.
  • Test account removal and token expiry safely.

Expected outcomeChannel access can be connected without assuming permanent or unlimited permission.

05

Create withdrawal and review procedures

Customers need a dependable way to stop marketing communication.

What to do
  • Define how withdrawal requests are recorded.
  • Apply suppression before another campaign is delivered.
  • Assign a person to review complaints and unusual cases.

Expected outcomeThe team can respect customer choices before broader campaign activity begins.

Completion checklist

Confirm before moving on.

Use this list for a final review with the person responsible for the workflow.

  • Operational and marketing permissions are separate
  • Customer information has a clear source
  • Audience rules can be explained
  • Channel permissions are limited
  • Withdrawal updates suppression before delivery
  • Campaign ownership and review are assigned
Guide 06 complete

Continue to Field Sales

Continue in the recommended order, or return to the guide library whenever the business need changes.

Continue to Field Sales