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ACC - Email Proofing in Recurring Deliveries
ACC - Email Proofing in Recurring Deliveries

A little upfront work enables easy repeat use

Updated over a week ago

Summary

  1. Create 10 seed addresses per proofer

  2. Target proofs by dynamic criteria

  3. Copy dynamic criteria into delivery Initialization script

  4. Turn on content approval

All the scripting to enable your subject line variants to appear in your proofs is contained in a specific delivery Initialization script that should be added to the Recurring Delivery node containing the email you wish to proof. Please contact your Jacquard Customer Success representative to request.

Create Seed Addresses

Jacquard experiments will have up to 10 variants, so you will need to create 10 seed addresses per person to ensure that each proofer receives every variant.

Within Resources > Campaign Management > Seed Addresses:

Create 10 records with the same email address:

Take note of their primary keys. Repeat this for each proofer.

These seed addresses can be used to proof all your Jacquard experiments using the following approach.

Target the proofs

Once you have attached your delivery to the Recurring Delivery node. Navigate to the Select Target window by clicking on Email Parameters > To (highlighted here)

On the Target of the proofs tab, edit the dynamic condition to include the primary keys of the seed addresses just created. Note that the Primary key field contains commas, but these are not used in the query.

Update Script

Returning to the workflow canvas, ensure that Jacquard Proofing is enabled by opening the Campaign Settings activity and ensuring that vars.phraseeProofing = true.

Then, from the canvas, right-click on the Recurring Delivery node and select Open… to bring up the Recurring Delivery settings:

On the Advanced tab, paste the provided script into the Initialization script:

Update line 29 to contain all the primary keys associated with the first proofer’s seed addresses created earlier.

When there are two proofers, copy lines 29 to 46 and paste on line 51 and update the primary keys to those associated with their seed addresses:

You can repeat this as many times as you need.

Enable Content Approval

Enabling proofs for recurring deliveries is more complicated than other delivery nodes.

Edit the recurring delivery by double-clicking on it, or right-click and select edit.

Select properties from the menu at the top.

Within Delivery properties, select the Approvals tab.

Ensure that both Enable content approval and Enable proof sending are selected:

Add your reviewer users or group and click Ok to save.

Now, assuming the rest of your Jacquard experiment is configured, you can run your workflow as normal.

The workflow will pause at the recurring delivery node as it waits for approval. This is expected.

The proof emails will arrive in the inboxes of your proofers, displaying each variant of the experiment.

In your campaign dashboard, you will see a delivery awaiting approval:

If you want to avoid approving each delivery:

  • Press Stop here and stop the workflow itself.

  • Disable the content approval by returning to the delivery properties and de-selecting both options.

  • In Campaign Settings, change vars.phraseeProofing = false

  • Restart your workflow.

Alternatively, you can select Approve content (assuming it was approved) and the delivery will proceed to your selected customers. This will be required for every delivery.

Other Delivery Nodes

The Enable content approval step is not required, instead set your delivery action to Send a proof and run your workflow.

Once approved, change the action back to Prepare and start and restart your workflow.

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