Generating proofs
Create proofs for content used in your campaigns
Generating and Reviewing Outreach Proofs
The Fertu platform provides a proofing feature allowing users to verify the layout and confirm personalization accuracy before sending outreach campaigns. Proofing ensures your messages render correctly with the intended dynamic values.
How to Generate a Proof
- Configure Campaign:
Complete setup by defining your campaign step, choosing the variant, and associating the relevant template.
- Initiate Proof Creation:
- Receive an actual text message or email.
- Review a PDF for direct mail formats (e.g., letters).
Within the campaign interface, select the option to generate a proof. This enables you to:
- Enter Proof Values:
The proof interface will prompt you to input specific values required to render the template fully.
Handling Merge Variables
If your selected template contains merge variables (placeholders for personalization), the proof mechanism expects corresponding static values to be set in the step variant configuration.
Example:
- Template View:
- Campaign Step Variant:
The generated proof will utilize these static merge variable values, exactly replicating how the outreach appears during the live campaign.
Proofing with Additional Contact Fields
You don't need to select an actual contact for proofing. When your template uses additional contact fields (e.g., first name, custom fields like location), the proof interface provides a form where you can manually enter these fields for proofing purposes.
Additional Contact Fields Entry Form:
Enter the necessary details, such as name.first_name and custom_fields.location, then submit to generate the final proof.
This capability ensures accurate and personalized messaging in your campaigns, allowing you to confidently review and approve your outreach communications.
Last updated on May 23, 2025