"Separate a wellness reactivation campaign from routine service messages"
"Source","https://bluefinchadvisors.com/blog/separate-a-wellness-reactivation-campaign-from-routine-service-messages"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Internal message reference","Actual message purpose","Proposed channel","Current preference/purpose source","Current suppression review","Message review owner","Internal review date","Next wording or route action","Missing required fields"
"Message-W17","General class promotion for reviewed inactive group","Email","Preference-review-W17","Suppression-review-W17","Campaign-role","2026-10-20","Inspect the final subject and opt-out route","None"
"Message-W22","Proposed discount offer with service instructions","SMS","","Suppression-review-W22","Qualified-review-role","2026-10-21","Obtain the current channel/purpose evidence before any send","Current preference/purpose source"

"Use this worksheet"
"Fictional examples. Enter generic field names and internal references, not customer information or health histories."
"Filled fields identify source gaps and do not authenticate permission, attendance or approval."
"The tool sends no messages and changes no membership, appointment or website."
"Reload clears edits. Download only to approved business storage."

"Sources"
"FTC: Commercial email purpose, sender details and opt-outs","https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business"
"HHS: Regulated marketing uses, exceptions and authorization","https://www.hhs.gov/hipaa/for-professionals/privacy/guidance/marketing/index.html"
"HHS: Covered entities, information and actual Privacy Rule scope","https://www.hhs.gov/hipaa/for-professionals/privacy/laws-regulations/index.html"
"HubSpot: Task owners, due dates and associated records","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Optional paid loyalty service and messaging requirements","https://bluefinchadvisors.com/toolbox/customer-loyalty"