Sending Proof Requests
You can send a proof request your advertisers. To send a proof, you must have at least one asset uploaded to a ticket; you can send multiple files at one time. Proof requests can be sent from print ad, digital ad, digital media, and service tickets. Proof requests on service tickets may only be sent once the ticket has been marked as Brand Approved. The advertiser will receive an email notification with a link to view the proof and accept/decline the proof. The email will also include an attachment of the assets.
To send a proof request, go to a ticket click on the Compose Email button. Check the proof request option and choose the contacts you want to receive the request; the system will default to the artwork contact for the order and any contacts set to receive artwork notifications.
Make sure you have at least one asset uploaded to your ticket. You can upload a new file on the Compose Email page or use a related asset if you don't already have one attached.
Click on the files you want to include in the proof request; each file will be proofed separately.
Note
If you choose to send proof requests in bulk from the production report, the most updated file will get attached as the proof.
Your customer will get an email with a link to approve the proof. A contact can add annotations, comments, and either accept or decline the proof.
Note
If the proof request email was sent to an Ad Orbit user in addition to a contact, the user will receive an email with a link to view the ticket in Ad Orbit, rather than a link to approve the request.
If a contact declines a proof, the contact must add comments. The system will update the ad ticket with a new status and notes from the contact. The ticket will get marked Design Revision if the contact declined the proof. The ticket will get marked Approved if the contact accepted the proof.
Before you can send a proof request on a service ticket, you first need to make sure the service ticket is assigned to a user and is marked for brand approval. A user must have permission to mark a ticket as brand approval. If you do not have permission, you can request brand approval and wait for an approver to update your ticket before sending the proof.
You can send a proof on any service ticket with an asset. Once you have an asset uploaded to a ticket, mark the ticket to request brand approval.
The brand approval request will go out from the Design Approval Email in the configuration setting, to any user with the permission to do brand approval and update the ticket.
Users can also find all tickets requesting Brand Approval on the service ticket search page by looking for any ticket with the status of Pending Brand Approval. And approved Tickets will have the Brand Approved status.
With a brand approved service ticket, you can go to compose email on the ticket to send the proof with the asset to the customer.
A customer can review proofs by logging into their client center account, or by using the link in your proof request email. No matter how the customer gets to the proof, they can add annotations to a file, approve the proof, or decline it, and add notes for design revisions.
If a customer uses the link from the proof request email, they will not have to log in to approve or decline the proof, but they will not have the option to review other proofs and you will not have details of who viewed the proof; the approver will be anonymous.
If logged into their client center account, the contact can review all their proof requests, and can filter their pending proofs by status and type.
On the proof page, the contact can add annotations to the file, which will show up on the ticket in your system.
The contact can either approve or decline the proof; either option will update the status in your system. If a contact declines a proof, they must add a comment as to why it was declined.
Updated 8/6/2024