Send a Proof Message from an Undocked Message

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 a subtab, see Send a Proof Message from a Subtab.

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.

1. Click OK on the message ribbon.
   Your message closes.

   Note: Because the system sends the most recently saved version of your message and there is no Save button on the message ribbon, you must save your edits from the message templates ribbon in order to send a proof of the message you are working on.
2. Click Save on the message templates ribbon.
3. Click Edit to the right of the HTML check box for the message you were editing.
   The message opens on a subtab.
4. Click Proof.
   The Send Message Proof window opens.
5. Enter the email addresses of your reviewers in the address fields or click one of the buttons to select reviewers from a list.
6. To include any comments you want to appear in the message, enter them in the Comment text box.
7. 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.
   1. 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.
   2. 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.
8. Click Send.