Testing email messages using targeted profiles testing-message-profiles

Configure your message then launch the Preparation phase.

Select one or several profiles among the profiles targeted by the message.

Associate with each profile a substitution address to which proofs will be sent.

(optional) For each profile, define a prefix to add to the proof subject line.

Preview in the Email Designer how the message will display for the profiles.

Send the proofs.

In the message dashboard, make sure that the message preparation is successful, then click the Audience block.

In the Profile substitutions tab, click the Create element button to select the profiles to use for testing.

Click the profile selection button to display the list of profiles targeted by the message.

Select the profile to use for testing, then enter in the Address field the desired substitution address, then click Confirm. All proofs targeting the profile will be sent to this email address, rather than to the one defined in the database for this profile.

If you want to add a specific prefix to the proofs’ subject line, fill in the Subject line prefix field.

The prefix will display as below:

The profile is added to the list, with its associated substitution address and prefix. Repeat the above steps for all the profiles that you want to use for testing, then click Confirm.

If you want to send a proof to multiple substitution addresses for a same profile, you must add this profile as many times as required.

In the example below, the proof based on the profile John Smith will be sent to two different substitution addresses:

Once all profiles and substitution addresses are defined, you can send a proof to test the message. To do this, click the Test button, then select the type of test to perform.

Note that if no test profile has been added to the message target, the Email rendering and Proof + Email rendering options are not available. For more information on proofs sending, refer to this section.

In the message dashboard, make sure that the message preparation has been successful, then click the Audience block.

In the Profile substitutions tab, click Import from an audience.

Select the audience to use, then enter the substitution address and the prefix to use for the proofs sent to the audience.

If the substitution addresses and/or prefixes to use have already been defined in your audience, select the From Audience option, then specify the column to use to retrieve these information.

Click the Import button. The profiles from the audience corresponding to the message target are added to the Profile substitution tab, as well as the associated substitution addresses and prefixes.

In the message dashboard, click the content snapshot to open the message in the Email Designer.

Select the Preview tab, then click Change profile.

Click the Profile Substitution tab to display the substitution profiles that have been added for testing.

Select the profiles that you want to use for preview, then click Select.

A preview of the message displays. Use the arrows to navigate between the selected profiles.

Prepare the file to import to create the audience. In our case, it should contain the substitution address to use for the proof, and a prefix to add into the proof’s subject line.

In this example, the “oliver.vaughan@internal.com” email address will receive a proof of the message targeting the profile with the “john.doe@mail.com” email address. The"JD" prefix will be added to the proof’s subject line.

Build the workflow to create an audience from the file. To do this, add and configure the activities below:

• Load file activity: Imports the CSV file (for more on this activity, refer to this section).
• Reconciliation activity: Links information from the file to information from the database. In this example, use the profile’s email address as reconciliation field (for more on this activity, refer to this section).
• Save audience activity: Creates an audience based on the imported file (for more on this activity, refer to this section).

Run the workflow, then go to the Audiences tab to check that the audience has been created with the desired information.

In this example, the audience is made up of three profiles. Each of them is linked to a substitution email address that will receive the proof, with a prefix to use in the proof’s subject line.

Add Query and Email delivery activities, then configure them according to your needs (see Query and Email delivery sections).

Run the workflow and make sure that the message preparation is successful.

Open the Email delivery activity. In the message dashboard, click the Audience block.

Select the Profile substitutions tab, then click Import from an audience.

In the Audience field, select the audience created from the file.

Define the substitution address and subject line prefix to use when sending the proofs.

To do this, select the From audience option, then select the column from the audience that contains the information.

Click the Import button. Profiles from the audience are added to the list, with their associated substitution addresses and subject line prefixes.

In the message dashboard, click the content snapshot to open the message in the Email Designer.

Select the Preview tab, then click Change profile.

Click the Profile Substitution tab to display the substitution profiles that have been added previously.

Select the profiles that you want to use for preview, then click Select.

A preview of the message displays. Use the arrows to navigate between the selected profiles.

In the message dashboard, click the Test button, then confirm.

The proofs are sent according to what has been configured in the Profile substitutions tab.