When you are finished editing your message, it’s a good
idea to send a proof to key staff for feedback on your design. For
instance, you may need your legal department to review your language
or your marketing department to review your branding.
Save works differently depending on whether you are working
from a subtab or an undocked message. Therefore, the procedures differ
slightly. If you are sending a proof message from an undocked message,
see Send a Proof Message from an Undocked Message.
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.
- Click the subtab for the message you want to send and then
click Save on the ribbon.
- Click Proof.
A message tells you to save and reopen your message. However,
because you have already saved, you can continue with step 3.
- Click OK.
The Send Message Proof window opens.
- Enter the email addresses of your reviewers in the address
fields or click one of the buttons to select reviewers from a list.
- To include any comments you want to appear in the message,
enter them in the Comment text box.
- To customize your proof message so that your reviewers
can see your dynamic content, click the Search icon next to the Customize Proof field on the bottom of the window.
Depending on the message you are editing, either the Incident Search
window or the Contact Search window opens.
- To customize your proof message by incident, enter the
incident reference number in the Reference # field and click Search. The Incident Search
window closes and the reference number populates the Customize Proof
field on the Send Message Proof window.
Tip: You can also enter part of a reference number
in the Reference # field. A list of incidents that match your search
criteria displays in the grid below the Reference # field. You can
then select a reference number and click the Select button. The Incident
Search window closes and the reference number you selected populates
the Customize Proof field on the Send Message Proof window.
- To customize your proof message by contact record, enter
your search criteria in one or more of the available fields and click Search. A list of contacts that match your search criteria
displays in the grid below the search criteria fields. You can then
select a contact and click Select.
The Contact Search window closes and the contact name
you selected populates the Customize Proof field on the Send Message
Proof window.
- Click Send.