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lifecycle-messaging

Email/SMS lifecycle and deliverability framework for SMB Product-Builder products that send transactional or lifecycle messages (booking reminders, CRM sequences, receipts, win-back). Codifies provider selection (Resend/Postmark/Twilio/SendGrid), domain auth (SPF/DKIM/DMARC), consent and compliance (TCPA, CAN-SPAM, CASL, quiet hours, double opt-in), suppression-list discipline, and the transactional-vs-marketing split. Applied by integrations-engineer and senior-dev whenever a feature sends messages — so deliverability and consent are designed in, not bolted on after the first spam complaint.

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Review the instructions the agent will receive before you install.

Lifecycle messaging — deliverable, consented, compliant

Messages that don't arrive (poor deliverability) or that arrive without consent (TCPA/ CAN-SPAM violations) are both fatal for an SMB product. This skill makes both correct by construction. Design the consent + deliverability posture before the first send.

1. Transactional vs marketing — split them

Decide per message which bucket it is; they have different rules and should use different sending identities (often different subdomains / providers):

TransactionalMarketing / lifecycle
Examplesreceipt, booking confirm/reminder, password resetwin-back, promo, newsletter, nurture step
Consentimplied by the transactionexplicit opt-in required
Unsubscribenot required (but honor STOP)required, one-click, honored fast
Sending domaintxn. subdomainmail./news. subdomain

Never send marketing content on the transactional channel "because it delivers better" — that's how the transactional domain gets burned.

2. Provider selection (pick one, justify it)

  • Email — Postmark (best transactional deliverability, strict on marketing), Resend (DX-first, good default), SendGrid (scale). Default: Resend for transactional, add a marketing-grade ESP only when lifecycle volume justifies it.
  • SMS — Twilio (messaging service + sender pool), or Telnyx. Use a Messaging Service, not a single number, for scale + failover. A2P 10DLC registration is required for US application-to-person SMS — register the brand/campaign before sending.

3. Domain authentication (non-negotiable for email)

  • SPF — sender IP authorized in DNS.
  • DKIM — provider signing key published; messages signed.
  • DMARC — start p=none with rua reporting, ramp to p=quarantine→p=reject once aligned. Without DMARC alignment, lifecycle mail lands in spam.
  • Warm up a new sending domain gradually; never blast from a cold domain.

4. Consent + compliance (US-first)

  • CAN-SPAM (email) — valid physical postal address, accurate From/Subject, working one-click unsubscribe honored within 10 days.
  • TCPA (SMS/voice) — prior express written consent for marketing SMS; honor STOP/UNSTOP/ HELP keywords automatically; respect quiet hours (no marketing 9pm–8am recipient local time). Keep proof of consent (timestamp, source).
  • CASL (if CA recipients) — express opt-in + identification + unsubscribe.
  • Double opt-in for marketing lists where feasible — protects deliverability and proves consent.

5. Suppression discipline (the deliverability lifeline)

Maintain a single suppression list the sender checks before every send:

  • hard bounces → suppress permanently
  • spam complaints (FBL) → suppress + investigate
  • unsubscribes / STOP → suppress for that channel immediately
  • never re-import a suppressed address from a migration without re-consent

A send that ignores suppression is the fastest path to a blocklist.

6. Reliability patterns

  • Idempotent sends keyed on the domain event (a reminder for booking X sends once, even on retry) — coordinate the key with integrations-engineer.
  • Status-callback / webhook reconciliation: record delivered/bounced/failed; surface failures, don't swallow them.
  • Rate-limit + queue lifecycle sends; never loop-send.
  • Quiet-hours + timezone are computed from the recipient's locale, not the server's.

Output

When applied, contribute a Messaging section to the integration contract (docs/integrations/INTEGRATE-{slug}.md):

## Messaging
- channels: email <provider> / sms <provider>
- identities: txn = <subdomain>, marketing = <subdomain/ESP>
- domain auth: SPF/DKIM/DMARC plan = <state>
- consent: <implied/explicit per message type>; STOP/HELP = handled
- quiet hours: <recipient-local window>; 10DLC: <registered?>
- suppression: <store> checked pre-send
- idempotency key: <derivation>

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