Campaigns and Proofs
ProofJump allows you to review multiple proofs together in a "container" known as a campaign. This allows you to group multiple, related proofs together: simplifying collaboration.
At the highest level, campaigns are accessed and managed from an overview page.
Campaign Overview
From the campaign overview page, you may create a new campaign, delete a campaign, and manage campaigns.
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From within a campaign, you can then add and manage proofs:
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You can proof different kinds of assets in one campaign:
- Image (or visual) proofs for initial design
- HTML proofs
- Pre-prepared email proofs (image or HTML)
Simply email your proof from your email marketing platform (your ESP/eDM, e.g., Mailchimp/Salesforce Marketing).
With ProofJump, you no longer need to switch review tools depending on the stage the campaign is in.
Create a new campaign
To create a new campaign:
From the sidebar select "Campaigns".
Click "+ New Campaign"
Fill in the form to setup the campaign
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Manage campaigns
Click on an individual campaign to manage it and access associated proofs.
Each campaign has several potential states or stages to support the campaign manager:
- None
- Not Started
- On Hold
- In Progress
- Waiting for Approval
- Ready to Send
- Complete
This status is provided directly under the campaign's title, and may be edited using the drop-down.
Or from the list view of each campaign:
Delete a campaign
You will be asked to confirm, please be sure that you wish to delete a campaign and all its associated proofs:
Sidebar
The sidebar supports functions above the level of a proof:
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Note that the sidebar can be collapsed and expanded to suit:
1. Manage user
Expand the user drop-down for access to the account and log out:
2. View campaigns
Expand the recent campaigns drop down to view your recent campaigns:
Note that you can tab between "Newest" and "Last Viewed".
3. Browse Folders
Expand the folders tab to navigate your content:
4. Navigate the Campaign
Expand the campaign proofs tab to view all the proofs within the campaign:
Notice that summary information is available for the proof from the sidebar:
This example shows a proof labelled as "Master" with the "Approved with changes" status.
What Next?
Campaigns manage proofs, so the next step is to understand how to create a proof.
You will find that some of the same functionality that lets you work with proofs is available from the:
so, it helps to familiarize yourself with the functions that support you to review a proof.