Validating the delivery
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. Refer to Analyzing the delivery .Available validation modes are detailed in Changing the approval mode .
Both these steps must necessarily be carried out after each modification on the message content.
Analyzing the delivery
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 , then select Deliver as soon as possible .
The Analyze button lets you launch the analysis manually. The progress bar shows the progress of the analysis. The lower section of the window displays the analysis result. Special icons display warnings.
The validation rules are described in Validation process with typologies .
You can stop this job at any time by clicking Stop .
No messages are sent during the analysis phase. You can therefore start or cancel this job without risk.
The analysis freezes the delivery (or the proof) at the moment of analysis. Any modification to the delivery (or the proof) must be followed by another analysis before becoming applicable.
The last log message displays any error messages and the number of errors. A special icon shows the error type: the yellow icon indicates a non-critical processing error, the red icon indicates a critical error that prevents the start of the delivery.
Click Close to correct the errors. After making the changes, you must restart the analysis.
Check the result of the analysis before clicking 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 delivery parameters Analysis tab lets you define a set of information concerning the preparation of messages during the analysis phase.
This tab gives access to the following options:
- Label and code of the delivery : the options concerning this section of the screen are used to calculate the values of these fields during the delivery analysis phase. The Calculate the execution folder during the delivery analysis field computes the name of the folder that will contain this delivery action during the analysis phase.
- Approval mode : this field lets you select the type of delivery approval. The approval modes are presented in Validation process with typologies .
- Prepare the personalization data with a workflow : this option allows to prepare the personalization data contained in your delivery in an automatic workflow. It allows to highly improve the delivery analysis performance when a lot of data are being processed, especially if the personalization data come from an external table through FDA. Refer to the Accessing an external database (FDA) section.
- Start job in a detached process : This option lets you start the delivery analysis in a separate process. The analysis function uses the Adobe Campaign application server process (web nlserver) by default. By selecting this option, you ensure that the analysis will be completed even in the event of application server failure.
- Log SQL queries generated during the analysis in the journal : this option adds the SQL query logs to the delivery journal during the analysis phase.
Configuring the analysis priority
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 .
Sending a proof
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 Defining a specific proof target .
- Click Send a proof on the top bar of the delivery wizard.
- Start message analysis. See Analyzing the delivery .
- You can now send the delivery (see Sending 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:
- The first option lets you keep the proof doubles.
- Both of the following options let you keep blacklisted recipients and addresses in quarantine. See the description of these options for the main target in Customizing exclusion settings . Unlike the target of a delivery, where these addresses are excluded by default, they are kept by default for the target of a proof.
- The Keep the delivery code for the proof option lets you give the proof the same delivery code as the one defined for the delivery to which it relates. This code is specified in the first step of the delivery wizard.
- By default, the subject of the proof is prefixed by 'Proof #', where # is the number of the proof. You can change this prefix in the Label prefix field.
Validation process with typologies
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:
- Approving the object
- Approving the URLs and images
- Approving the URL labels
- Approving the unsubscription link
- Checking the size of proofs
- Checking the validity period
- Checking the scheduling of waves
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.
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 .
Changing the approval mode
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:
- Manual : At the end of the analysis phase, the user must confirm delivery to start sending. To do this, click the Start button to launch the delivery.
- Semi-automatic : Sending begins automatically if the analysis phase generates no warning messages.
- Automatic : Sending begins automatically at the end of the analysis phase irrespective of its result.