Configure a Keitai Campaign: Proofing

The Proofing sub-section is used to configure the proofs for your SMS Text message. A proof is a sample message that gets sent to a select individual, or group of individuals, in order to verify that the content, format, and appearance of the message is accurate.

Note: For tips and suggestions on how to run your Proofs as efficiently as possible, see Proofing Groups.

To access the Proofing sub-section, select "Proofing" from the Functional Menu on the left. 

The features and options available from the Proofing section are described below. 

Send proofs to a proofing group

Cheetah Digital can generate test versions of your Keitai message content, prior to actually launching the Campaign. These test versions, called proofs, are used to check for accuracy in grammar, content, format, and appearance, and to verify that Personalization fields are correctly populated. In order to streamline this process, Cheetah Digital allows you to define and save a designated set of recipients called a Proofing Group.

To send Proofs to a Proofing Group:

  1. Select Proofing from the Functional Menu.

  2. 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.

  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 email Proofing Groups (the Keitai channel utilizes Proofing Groups containing email addresses). 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. 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.

 Review proofing results

Each time you run Proofs on your Campaign, the system adds a new row to the grid in the Proofs section of the screen. To review the status and results of your proofs:

  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).