Configure an Email Campaign: Proofing

1. In the Subject Prefix field, enter a text string. This value will be inserted in front of the subject line of the proofing email message, in order to help the recipient identify the message as being a test proof. The default value in this field is PROOF.

2. If necessary, click the Proofing Group toggle (this button is selected by default).

3. In the Proofing Group field:

   • To select an existing Proofing Group, begin typing in the name of the desired Group. The system displays a pop-up menu of Proofing Groups with this text string in the Group name; select a Group from this menu. Or, click the browse button (magnifying glass icon). A Browse Proofing Group dialog box is displayed, showing all Proofing Groups with the same channel as the current Campaign. Click on a Group name.

   • To create a new Proofing Group, click the new button (plus-sign icon). A New Proofing Group dialog box is displayed. Enter a name for this Group, select a data source, and select a type (Random Records or Specific Records). The channel for this Group is automatically selected for you based on the channel of the current Campaign. Click save new item. To add recipients to the new Proofing Group, click the "jump to" button (green up-arrow icon). The system displays the Proofing Group detail screen where you can add recipients to the Group. When finished click Edit > Save. To return to your Campaign, click the Campaign's tab in the Top Navigation Pane.

4. In the Proofing Limit text field, optionally enter the maximum number of proofing messages that you want to generate.

5. By default, the platform will use the main Campaign Audience to select and populate proofing records. However, you can optionally designate an alternate Audience from which to select the records that should be used for generating proofs. This alternate Audience is defined through the use of a Filter. To designate an alternate Campaign Audience for your proof, in the Tool Ribbon, click Proof > Add Alternate Data Set. Within the Proofing Options section of the Campaign screen, the system adds a new Proofing Filter field. In the Proofing Filter field:

   • To select an existing Proofing Filter, begin typing in the name of the desired Filter. The system displays a pop-up menu of Filters with this text string in the name; select a Filter from this menu. Or, click the browse button (magnifying glass icon). A Browse Filter dialog box is displayed, showing all Filter with the same source table as the current Campaign. Click on a Filter name.

   • To create a new Proofing Filter, click the new button (plus-sign icon). A New Item dialog box is displayed. Select a location, enter a name for this Filter, and select a data source. Click save new item. To define the Filter logic, click the jump to button (green up-arrow icon). The system displays the Filter detail screen where you can define the Filter logic. When finished click Edit > Save. To return to your Campaign, click the Campaign's tab in the Top Navigation Pane.

6. In the Tool Ribbon, click Proof > Send Proofs. Optionally, you can also send Proofs as part of the Auditing step.

The "Proofs" status area shows the progress of the proofs as they are created and sent. See "Review Proof Results" for more details.

1. Click the down-arrow icon next to the desired row to see the results from that execution.

2. The row is expanded to show the start and end times of the proofing execution, the number of messages sent, and a link to the Preview window. Additional detail is provided for each step in the deployment process, along with the recipients of the proofing message (i.e., the Proofing Group, or the individual email addresses if the Quick Proof feature was utilized).