Proof Messages

When you are finished editing your message, you can send a proof to key staff for feedback on your design. For instance, you may need your legal department to review language or your marketing department to review branding.

You can also customize your proof for a specific incident or contact to ensure that your dynamic content works the way you intend it to.

Note: This feature sends the most recently saved version of your message. Therefore, you must save your edits to send a proof of the message you are working on.

Save works differently depending on whether you are working from a subtab or an undocked message. Therefore, the procedures differ slightly.