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Campaign Proofing

Campaign proofing allows users to send the campaign to internal users before activating the campaign for the external or intended audience. It aids in the content review flow and allows campaign developers to make sure that the rendering of campaigns when received on an email client or mobile device is what it’s supposed to be.

Setting up Campaign Proof

Campaign proofs can be set up through the paper plane icon beside the Activate button in the campaign builder. Upon clicking the icon, a panel with three sections will show up: Campaign Versions, Recipient Contact, and Available List/ Properties.

Test messages/campaign proofs, whether they be done via Preview > Preview Options > Send Test Email or via the Paper Airplane icon, do not consider subscription status when mailing. They are purely for testing purposes and therefore are not bound by being unsubscribed. 

Selecting Channel and Versions

The first section allows you to select which channel you wanted to test and which versions you wanted to include.

Currently, Email and SMS/MMS are the only channel supported for the campaign proofing tool.

Upon selecting the channel, the versions for selection would be limited to those having the channel selected.

For the Email channel, there is an additional option to add a prefix on the subject line Test -. The email with A/B/n setup would also appear on the selection, similar to versions.

Adding Recipient Contact

The second section will let you add the contact information of the recipients of the test campaign. If the channel selected in the first section is Email, then you can add the email address in the second section. On the other hand, if the channel selected is SMS/MMS, then you can add mobile numbers. On both channels, you may add up to 100 recipients only either by typing the contact information or uploading a CSV file that contains the contact information. You can add members of the seed list as recipients of test campaigns.

The csv file must only have one column with header email if the selected channel is email or mobile for SMS/MMS channel.

The email addresses or mobile numbers will be checked by the system if they are valid contact information. Currently, only valid numbers in the United States are accepted.

Selecting Available Audience

For time-based campaigns (Immediate, Scheduled, Recurring), you can select either a customer list or segment as a sample audience in the proof campaign.

Setting Dynamic Properties

For file-based and query-based campaigns, you can enter any user id from the file or query-based segment, when selecting a sample audience. The user properties of these members from the file or external source will be used when generating a dynamic portion of the content. All dynamic properties used in the content will be listed in this section where you have the options to manually input the values, add all values from the uploaded file, or use an empty value.

Empty Value is a reserved value for properties. When you add Empty Value, it would be treated as an empty value and not as a string when rendering the content. This is helpful when you want to check how the content would render to a recipient without the specific property or has an empty value for such property.

For time-based and API-based campaigns, you can enter any user id within the account to select either a customer list or segment as a sample audience in the proof campaign. The user properties of the members from the selected list will be retrieved and used for the dynamic properties in the content, if any.

Number of Test Campaigns

For file-based campaigns, the number of test campaigns would be calculated from the number of combinations of the values added to each of the dynamic properties. For example, First Name has 3 values, Last Name has 4 values, and Address has 2 values. This would result in a total of 24 test campaigns which will be sent to each of the recipients added in the second section.

For time-based campaigns and API campaigns, the number of test campaigns is equal to the retrieved number of members in the list.

(warning) View online link does not work for test campaigns. This link will only work on live/actual campaigns sent to intended audience.

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