Requirements

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

• Nominated live-proof controls require Database.Read access, provided by the Database View role. Users without this access continue to see the existing proof functionality without subscriber-selection controls.
• The live-proof action is a split button. The main action sends a live proof when all requirements are met, while the secondary action opens a panel where you can nominate the subscribers whose data will be used to generate the proof content.
• A valid, recent activity check is required. If a check is missing or no longer current, the controls are disabled and you are prompted to run or re-run the check.
• You can nominate up to 10 subscribers from the audience included in the most recent check.
• Search uses an exact match on subscriber ID, reference, phone number or email address. You can add and remove nominated subscribers from the list.
• Without a search term, the selector shows a sample of checked subscribers to provide variety across segment combinations. Each subscriber's associated segments are also shown.
• Subscribers outside the checked/targeted audience cannot be nominated. Eligibility is checked again before sending, and the live proof cannot be sent if any nominated subscriber is no longer part of the targeted audience.

• Nominated subscribers provide the data and personalisation used in the proof content. The actual proof recipients remain the selected workflow participants. A nominated subscriber does not receive the proof unless they are also selected as a workflow participant.
• Subscriber search uses a single exact-match lookup; there is no Load more step.
• Live-proof send errors are shown inline near the proof controls.

• 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.
  • Run or re-run the activity check so it reflects the current activity targeting.
  • Select the workflow participant(s) who should receive the proof.
  • Open the secondary action on the live-proof split button.
  • Search for, add or remove nominated subscribers, up to a maximum of 10.
  • Review the nominated subscribers and send the live proof. The selected workflow participants receive proof content generated using each nominated subscriber's data, personalisation and conditional content.

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.

Live Proof Status Information

• Live proofs have a timeout of five minutes. If they do not complete within this timeframe, the status will be marked as “timed out.”
• While waiting for a proof, clients may sometimes generate additional live proofs, which can create a processing backlog.
• The workflow area logs the status of live proofs whenever the workflow is loaded or the page is refreshed.
• Live proof status is reported as “generating,” “timed out,” “sent,” or “failed.”
• If a proof fails, a failure message will be displayed.
• If a proof succeeds, the system will show the number sent and the profiles reflected in the proofs.

Generating the Live Proof

Result of the Live Proof