When a delivery has been created and configured, you must validate it before sending it to the main target.
To do this:
Analyze the delivery: this step lets you prepare the messages to deliver. Learn more.
The rules applied during analysis are presented in this section. The available validation modes are detailed in the Change the approval mode section.
Send proofs: this step lets you control content, URLs, personalization, etc. Learn more in Send a proof and Define a specific proof target.
The two steps above MUST BE executed after each modification on the message content.
The analysis is the stage during which the target population is calculated and the delivery content prepared. Once it is complete, the delivery is ready to be sent.
To launch the delivery analysis, click Send.
Select Deliver as soon as possible.
Click Analyze to launch the analysis manually.
The progress bar shows the progress of the analysis.
The validation rules used during analysis are described in the Validation process with typologies section.
You can stop the analysis at any time by clicking Stop.
No messages are sent during the preparation phase. You can therefore start or cancel the analysis without risk.
When running, the analysis freezes the delivery (or proof). Any change to the delivery (or proof) must be followed by another analysis before becoming applicable.
Wait until the analysis is complete.
When the analysis finishes, the upper section of the window indicates if the delivery preparation is complete or if any errors occurred. All the validation steps, warnings and errors are listed. Colored icons show the message type:
Click Close to correct the errors if any.
After making the changes, restart the analysis clicking Analyze.
After checking the result of the analysis, you will be able to click Confirm delivery to send the message to the specified target. A confirmation message lets you launch the delivery.
Click the Change the main delivery target link if the number of messages to send does not match your configuration. This lets you change the definition of the target population and re-start the analysis.
The Analysis tab of the delivery properties lets you define a set of information concerning the preparation of messages during the analysis phase.
This tab gives access to the following options:
To speed up the delivery preparation, you can check the Prepare the delivery parts in the database option before launching the analysis.
When this option is enabled, the delivery preparation is performed directly within the database, which can significantly accelerate the analysis.
Currently, this option is only available when the following conditions are met:
When the delivery is part of a campaign, the Advanced tab offers an additional option. This lets you organize the processing order for deliveries in the same campaign.
Before sending, each delivery is analyzed. The analysis duration depends on the delivery extraction file. The more significant the size of the file, the longer the analysis takes, making the following deliveries wait.
The options for the Message preparation by the scheduler let you prioritize the delivery analysis in a campaign workflow.
If a delivery is too large, it is better to assign a low priority to it in order to avoid slowing down the analysis of other workflow deliveries.
To ensure that the larger delivery analyses do not slow down the progress of your workflows, you can schedule their executions by ticking the Schedule execution for a time of low activity.
To detect possible errors in message configuration, Adobe highly recommend setting up a delivery validation cycle. Make sure content is approved as often as necessary by sending proofs to test recipients. A proof should be sent each time a change is made, to approve content.
To send a proof, follow the steps below:
Make sure the proof target has been configured as described in Define a specific proof target.
Click Send a proof on the top bar of the delivery wizard.
Start message analysis. See Analyze the delivery.
You can now send the delivery (see Send the delivery).
Once the delivery is sent, the proof will appear in the delivery list, and is automatically created and numbered. It can be edited if you wish to access its content and properties. For more on this, refer to this page.
If several formats were created for the delivery (HTML and Text), you can choose the format of the messages to be sent to the proof recipients in the lower section of the window.
You might wish to modify the content of the delivery as a result of any comments made by the validation group receiving the proof. After making your changes, you must relaunch the analysis and then send another proof. Each new proof is numbered and logged in the delivery journal.
Once the delivery has been analyzed, you can view the various proofs sent via the Proofs sub-tab of the log (Audit tab).
You must send as many proofs as necessary until the content of the delivery is finalized. After that, you can send the delivery to the main target and close the validation cycle.
The Advanced tab of delivery properties lets you define the properties of the proof. When needed, you can override the recipient exclusion rules.
The following options are available:
Before sending any messages, you should analyze the campaign to approve its contents and configuration. The checking rules applied during the analysis phase are defined in a typology. By default, for emails, the analysis covers the following points:
The typology to be applied for each delivery is selected in the Typologies tab in the delivery parameters.
You can view and edit the approval rules, their content, their order of execution, and their full description via the Administration > Campaign execution > Typology management > Typology rules node.
For more on typology rules, refer to this page.
To edit the current typology, click the Edit link icon to the right of the Typology field.
The Rule tab gives a list of the typology rules to apply. Select a rule and click the Detail… icon to view its configuration:
Arbitration type typologies are used within the framework of sales pressure management. For more on this, refer to this section.
The Analysis tab for delivery properties lets you select the validation mode. If warnings are generated during the analysis (e.g., if certain characters are accentuated in the subject of the delivery, etc.), you can configure the delivery to define whether or not it should still be executed. By default, the user must confirm the sending of messages at the end of the analysis phase: this is manual validation.
Select another approval mode from the drop-down list in the appropriate field.
The following approval modes are available: