Know which client, post and resource every reply belongs to

A campaign name such as ‘Client A | autumn catalogue’ is more useful than ‘New campaign 7.’ Keep a copy of the approved caption, DM and resource together.

When connecting an account, verify the handle during the permission flow. A browser session left on another brand is easy to miss.

Set up a ReplyMagnet campaign only after the account and asset ownership are clear.

Count actual Instagram accounts and Facebook pages, not just client names. One client using both networks may need more than one connection.

A popular campaign can consume allowance that other campaigns also use. Decide who watches usage and who can approve a plan change before a client's promotion starts.

The plan guide lists the current account and engagement allowances. Avoid promising a separate full quota to every campaign.

For each launch, verify:

• Correct brand and selected post.
• Keyword tied to the promised asset.
• Public reply and DM in the client's approved voice.
• Working phone-size resource and destination links.
• Explained contact capture and correct email audience.

Use a separate account for the test. If another tool answers the same post, coordinate the change so readers receive one response. The setup guide covers the test mechanics.

Agree who maintains resources and handles captured enquiries after handover. Export records only through an authorised process and keep copies no longer than the agreed purpose requires.

Document which automations were stopped, transferred or retained. A final test or status check is more useful than assuming a removed login ended every campaign.

For integrations, webhook documentation helps identify destinations that may also need review.