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Guide

How to reply to a lead

Send customer follow-up while respecting consent and message history.

Updated 2026-05-02For Owner, Manager, Team member

Before sending SMS or email, Cendaro checks whether the contact is unsubscribed or whether consent is missing for that message type.

Before you send

  • Confirm the message purpose: service follow-up, booking confirmation, reminder, quote follow-up, marketing, or other.
  • Check whether the contact is unsubscribed.
  • Make sure the lead has enough consent context for the channel.
  • Use customer message history for context, but avoid copying sensitive details into audit notes.

Why a message may be blocked

Cendaro blocks non-essential messages when the contact is unsubscribed. It also blocks marketing when consent is missing or only transactional/service consent exists.

If a lead came from an inbound source, service follow-up may be allowed even when consent evidence is incomplete, but marketing still requires appropriate consent.

If the send is blocked

  1. 1Confirm whether the customer previously opted out.
  2. 2Update consent evidence only if the business has a real consent basis.
  3. 3Use a non-SMS channel only if that channel has valid consent for the purpose.

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