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Channels in depth

SMS, WhatsApp, RCS and the rest: what each is good at, the rules each comes with, and how to pick per message.

  1. 1Foundation4 minChannels are not interchangeable: the most common early mistakeSMS, WhatsApp, RCS and email differ in who may start a conversation, what may be said, what silence tells you and what a mistake costs. Those differences are not cosmetic.
    • Before choosing a channel, check who is allowed to start the conversation on it. WhatsApp needs an approved template; SMS needs registration and consent.
    • Decide per channel what to do when nobody replies. Silence on SMS tells you nothing; on WhatsApp a read receipt does.
    • Build channel rules into your sending code so a wrong send is refused with a reason, rather than discovered later from a complaint.
  2. 2Applied5 minChoosing a channel per message, not per programmeThe channel decision belongs at send time, driven by intent, region, consent and where the person actually reads — not to a procurement meeting eighteen months earlier.
    • Choose the channel for each message when you send it, from its purpose, the country, your consent and the person's habits.
    • Check consent again at every fallback step. Permission given for one channel never carries over to another.
    • Log the reason behind every channel choice, so 'why did this go by SMS?' is answered by a lookup, not a guess.
  3. 3Foundation4 minThe 24-hour window: the rule that breaks most first integrationsWhy your WhatsApp test message worked and your production message did not: how the customer service window works, what it costs inside and outside, and how to design around it.
    • The window opens when the customer writes and lasts 24 hours from their latest message. Outside it, only approved templates are delivered.
    • Check the window at the moment of sending, not when the message is queued, and never store "can message" on the contact.
    • Get the templates you will need approved before launch, and reply quickly. Since 1 October 2026 replies inside the window are charged after 1,000 free per number each month, but a quick reply still keeps you out of templates.
  4. 4Applied5 minA WhatsApp template strategy that survives contact with productionTemplates are approved in advance, billed by category and impossible to improvise. Design the set before you need it, not during an incident.
    • Design about five reusable templates by purpose instead of forty one-off messages, and keep each language as its own record.
    • File every template under its honest category. Meta can re-categorise mislabelled ones, and repeated rejections hurt the account.
    • Get a generic incident template approved now, while nothing is wrong, so you can reach customers during an outage.
  5. 5Foundation4 minWhat RCS changed, and what it did notApple's adoption in iOS 18 turned a long-stalled standard into something with reach, and 2026 brought new versions and cross-platform encryption. Reach is still not the same as a business case.
    • Ask providers for RCS business reach in your countries, not handset support. Operator launch and business-messaging availability are the real limits.
    • Design the SMS fallback first. Every RCS programme is two programmes, and part of your audience will always receive the plain version.
    • Start with messages that have a next action, like delivery tracking or rescheduling. Leave one-time passcodes on SMS for now.
  6. 6Applied4 minAdding RCS to an SMS programme without running two programmesEvery RCS deployment is two deployments: the rich one and the SMS fallback. Designing the fallback first, checking capability at send time and measuring honestly keeps it from becoming a second programme.
    • Write the plain SMS version of every message first; the rich version may add buttons and images, never missing meaning.
    • Check RCS capability at send time, never from a stored flag, and send SMS when the answer is slow or unknown.
    • Use RCS where a message replaces a task — tracking, rebooking, paying — and test it against SMS among capable users.
  7. 7Advanced4 minRCS after iOS: what changed in the numbers, and what to distrustAdoption figures for RCS are widely quoted and rarely defined. What can be said confidently, and what is being counted loosely.
    • iPhones have supported RCS since iOS 18, so phone support is no longer the main limit on reach.
    • Real reach depends on operators enabling it and your brand being verified, market by market. Ask for those numbers.
    • Keep SMS as a fully designed fallback, and distrust engagement comparisons that lack a proper control group.
  8. 8Advanced5 minThe real cost of an unofficial transportUnofficial protocol implementations are cheaper, faster to launch and genuinely useful. They also transfer a risk to the business using them that should be priced and disclosed.
    • Unofficial WhatsApp connections are cheap and quick, but the account can be restricted without notice, and the business that owns it carries that risk.
    • Judge the choice by what happens on the day access stops, not by the monthly saving.
    • If you use one, disclose it, keep your own copy of conversations, and have the official route ready to switch on.