What to review before you start
Check the specific social account and connection requirements before assuming a channel is available. Platform permissions and messaging rules can change. Do not infer that a social profile and phone contact belong to the same person without confirmation.
- Inventory the social accounts and people responsible for replies.
- Confirm supported channels, account permissions, and connection status.
- Document how to hand a question to another team without losing context.
Common questions
Can a social follower automatically receive fundraising SMS?
No. Following an account is different from asking to receive texts. Keep channel preferences and permission records distinct.
What matters most when evaluating a social inbox connection?
Verify the actual account connection, incoming messages, reply behavior, and team ownership. A saved account name alone does not prove that messages are flowing.