Requirements

A proof list must be set up and have recipients added to it. See setting up a proof list in the Taguchi v4 User Guide.

When an activity is being set up, proof messages can be sent to a designated proof list or your email by clicking the 'Send Proof...' button (shown below).

Any comments added by users to the proof list will be displayed in the activity log located at the top of the activity edit interface.

During the proofing stage of the activity setup process, all changes made are logged. A list of changes is always visible in the activity log. A sample of this log is similar to the following:

Each version of the message saved is allocated a revision number (at the end of the comment), and listed along with the time at which it was saved.

Before sending a Proof, it is important to check and test any personalization, conditional content, images, and the overall message layout. The proof will help verify if all the dynamic elements are working as expected.

Sending a Proof

1. Click on the grey ‘Send Proof’ button. The following light box appears:

2. Select recipient(s)

   You can send the proof to yourself or a designated proof list by checking your email address or selecting a proof list from the dropdown menu below.

3. Include a message to be sent with the proof (optional)

A notification email is sent to the recipient(s) selected in step 2. These Proof messages will be identified by a ‘[Proof]’ marker at the start of the subject line, and a header at the top of the email content stating that the message is a proof.

Requirements

A proof list must be set up and have recipients added to it. See setting up a proof list in the Taguchi v5 User Guide.

When an activity is being set up, proof messages can be sent to a designated proof list or your email by selecting the participant(s) and clicking the paper airplane icon (shown below).

Each version of the message saved is allocated a revision number (at the end of the comment), and listed along with the time at which it was saved.

Before sending a Proof, ensure you have thoroughly reviewed the personalization, conditional content, images, and subject lines to verify that the proof will generate all elements as intended.

Sending a Proof

1. Select participants(s) you would like to receive the proof.

   You can send the proof to yourself or a designated proof list by checking your email address or searching for a proof list by selecting the plus icon.

2. Click on the paper airplane icon to send the proof.

Live Proofs

• ‘Include live samples’ will send 5 random subscriber samples of the email. These samples include any personalization and conditional content, allowing you to preview the actual variations of the email as they would appear to different subscribers. To send live proofs:

  • Ensure a subscriber list is set in the target expression. Click the 'Setup & Target' link to open a modal where you can adjust these settings. See more details in the 'Activity Targeting' guide.
  • Select a participant from the participants area, then click the Send Proof... icon.
  • Choose the Send Proof... (live proofs) option, and the system will send 5 randomly selected samples based on the activity's target expression. These samples will showcase the email content as it will appear to actual recipients, providing a clear representation of the final output.
  • Recipients will receive 5 random versions of the email, each reflecting personalization and conditional content. These versions simulate how the email will render for different subscribers, allowing you to review the dynamic content in real time.

Suggestions to optimize Live Proofs:

• Data Size: Live proofs have a timeout limit of 5 minutes. Target expressions that match a large number of recipients can cause delays. To avoid this, try using a more specific target expression (e.g., “random 50”) and simplify the targeting criteria.
• Complexity and Data Volume: Reducing the complexity of target expression search criteria and limiting data volume can prevent timeouts

Other Proof Options

• ‘Include Conditional proof matrix’ will send a CSV file of all possible email variations with a link to each activity variation.
• 'Test matrix' allows you to create test profiles for each of the segments you wish to test, and outputs sample eDM's if the profiles fall into the target expression inputted for that activity. Please refer to What is the test matrix and how can I use it? for more information.
  The test matrix is only available when "Work Flow" is enabled in your organisation.

A notification email is sent to the recipient(s) selected in step 2. These Proof messages will be identified by a ‘[Proof]’ marker at the start of the subject line.