Transactional Marketing Help: Fixing Problems with Emails, SMS, and Automated Messages

These include:

  • Order confirmations
  • Appointment reminders
  • Shipping notifications
  • Password reset emails
  • SMS alerts for reservations, check-ins, etc.

When transactional messaging fails, customers can be left in the dark. This guide will help you fix common issues.

Common Transactional Messaging Problems

1️⃣ Emails or SMS Messages Not Sending

  • Possible Causes:
    • Email service outage (like SendGrid, Mailgun, Postmark)
    • SMS provider limits reached (like Twilio or Plivo)
    • Webhooks or automations are broken
    • SMTP settings misconfigured
  • Fix:
    • Check your provider’s status page for outages
    • Test your webhook or API integration
    • Review SMTP settings or API keys
    • Ensure you have enough credits for SMS platforms

2️⃣ Messages Going to Spam

  • Possible Causes:
    • No SPF, DKIM, or DMARC records set up
    • “Transactional” emails look too much like marketing
    • Email volume changes flagged by spam filters
  • Fix:
    • Set up SPF, DKIM, and DMARC correctly in your DNS
    • Use a dedicated IP address if possible
    • Avoid promotional language in transactional messages

3️⃣ Incorrect or Duplicate Messages Sent

  • Possible Causes:
    • Automation flows duplicated
    • CRM or POS system sending messages twice
    • Customers triggering multiple actions
  • Fix:
    • Review automation conditions and logic
    • Use unique triggers for each event
    • Implement safeguards to prevent duplicates

4️⃣ Data Errors in Messages

  • Possible Causes:
    • Placeholder text not replaced (e.g., “Hello {FirstName}”)
    • Broken integration between software and CRM
    • Data mapping errors
  • Fix:
    • Test with real data entries
    • Check data mapping in your messaging platform
    • Review API logs if applicable

Why Transactional Messaging Matters

  • These messages build trust with customers
  • They often have higher open rates than marketing emails
  • Legal compliance often requires them (like receipts or terms updates)

Messaging Emergencies

If your emails or SMS systems are completely down or you’re facing a critical failure, please visit the Emergency Section for priority help.

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