CAPTURECAPTURE Team
Email Warm-up & Migration (Operator Guide)

SMS Transition Policy

The transition SMS is a single, strictly neutral service message sent in parallel with Day 1 of the email ramp. Its only job is to prime members to expect — and trust — the first email from the new mail.<clubdomain>.co.uk sender. This page is the canonical source for what that message may and may not contain. Read it before building the send.

Applies to: the one-off transition SMS only. It does not govern per-campaign marketing SMS, which sits under the club's separate PECR marketing basis.

The transition SMS is a service message, not a marketing message. The line between the two is a legal one, not a stylistic one — cross it and the message pulls into PECR's higher-consent regime. Get the wording exactly right.


Where This Fits in the Runbook

StepWhat happensReference
Step 0 — prime membersThe SMS reinforces the IG broadcast and portal notice ahead of cutoverStep 0: Prime From the Old Platform
Step 10.3 — Day 1 sendThe SMS fires in parallel with the Trust Bridge email, same 2-hour windowSetup Runbook
Approved copyProduction-ready SMS template with merge fieldsTemplates

The Rule in One Line

Send one neutral service SMS. No offer. No "Reply STOP". No blame. Then never send it again.


What the Message Must Contain

A genuine service message that simply tells members where their email now comes from and asks them to check their junk folder:

  • The club name, so the member recognises the sender
  • The new sending identity — the named human and mail.<clubdomain>.co.uk
  • A plain instruction to check the junk folder and mark the message as safe
  • Optionally, a way to ask a question (the club's phone number)

That is the entire permissible scope. The message exists to aid recognition and reduce spam complaints on the first email — nothing more.

Approved Wording

[Club Name]: We now email you from [Manager Name] at mail.[clubdomain].co.uk.
Please check your junk folder and mark it as safe.

The GHL-ready version with merge fields lives in Templates:

{{location.name}}: We now send member emails from
{{custom_values.from_email_display}}. Please check your junk folder
and mark it as safe if it arrives there. Questions? Call us on
{{location.phone}}.

Keep it under 160 characters where possible so it sends as a single SMS segment. Abbreviate only where it does not reduce clarity. Do not add a URL shortener — shortened links degrade trust and can trip carrier spam filters.


What the Message Must Never Contain

Forbidden elementWhy it is forbidden
A "Reply STOP to unsubscribe" lineA STOP opt-out reframes the message as direct marketing under PECR, pulling it into the higher-consent regime. A genuine service message needs no opt-out line.
Any offer, promotion, discount, or incentiveThe moment the message contains a promotion, it is marketing and requires its own PECR lawful basis — with a STOP opt-out in every message thereafter.
Language implying the member did something wrong"You haven't opened our recent email" reframes a neutral notice as a re-engagement (marketing) prompt and erodes trust.
A second or repeat sendThis is a one-off. Repeating it as a cadence makes it look like a marketing programme and undermines the service-message classification.

Do not add a STOP line "to be safe". It does the opposite. A STOP opt-out is the single clearest signal that a message is marketing — adding one to a service message is the mistake that reclassifies it and exposes the club.


Lawful Basis and Liability

The club is the data controller; Albatross / Capture acts as the processor under the club's documented instructions. The transition SMS rides the club's existing SMS consent — the basis on which members already receive operational texts (booking confirmations, course closures, and similar).

  • A purely informational service message about a change to the club's own systems sits outside the PECR direct-marketing rules provided it contains no marketing content. The forbidden elements above are exactly the things that would change that classification.
  • If the club wants to include a STOP opt-out or any promotional element, the message must be rebuilt as a marketing SMS and evaluated against the club's lawful basis for marketing on that channel before sending.
  • The Data (Use and Access) Act 2025 (in force from 1 January 2026) raised the maximum PECR fine ceiling to £17.5m. A misclassified bulk SMS is a real, material exposure — this is why the wording rules are mandatory, not advisory.

Controller/processor precision matters here. Capture builds and fires the SMS on the club's instruction; the club remains responsible for the lawful basis. Document the decision in the club's migration log.


Build and Send Checklist

Work through this before the SMS leaves GHL:

  • Confirmed the message contains no STOP line, offer, promotion, or blame language
  • Confirmed the SMS rides the club's existing operational SMS consent, not a marketing basis
  • Merge fields resolve correctly in a test send ({{location.name}}, {{custom_values.from_email_display}}, {{location.phone}})
  • Message length checked — single segment where possible, no URL shortener
  • Scheduled to fire in parallel with the Day 1 Trust Bridge email (same ~2-hour window)
  • Set as a one-off, not a recurring or per-campaign automation
  • Decision and lawful basis recorded in the club's migration log

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