Relevant to: Demand Acceleration Platform | Content Syndication
Proofs can be used to review the quality and accuracy of content asset(s) promotion, before they go live as part of a Campaign/Source. You can state that you need to review proofs in the Terms tab, which mean that a Media Partner must upload files or URLs for your approval.
You can approve or decline any proofs that have been submitted by a Media Partner in the Proofs tab.
Once a proof is approved and the Source is accepted, the Media Partner can begin uploading leads. If a proof is rejected however (and providing other proofs have not already been approved), the Source will remain in pending status and leads cannot be collected.
| Proofs functionality is primarily used for Content Syndication to ensure that the promotions of content assets by a Media Partner are accurate. If you are using other channels, you can skip this section. |
In this article
Viewing the Proofs tab
| To see the Proofs tab, you must be using a CPL Campaign/Source and the Proofs Required checkbox must have been selected in the Terms tab, prior to sending the Source to the associated Media Partner. |
In a Campaign, the Proofs tab will display proofs from all associated Sources, while the Proofs tab in a Source will only display those in that Source.
What you can do in the Proofs Tab
- Review and accept content assets that a Media Partner has uploaded.
- Reject content assets that a Media Partner has uploaded and add a comment to indicate why and how it can be resolved.
Switching on the Proofs functionality
1. In the CPL Campaign/Source, open the Terms tab.
2. Scroll down the page and select the Seller Proofs Required checkbox. This will set the requirement that the Media Partner needs to upload content asset proof(s) for you to approve before the Source goes live.
Reviewing, approving and rejecting proofs
Once the Media Partner has uploaded proofs, you can review them in the Source Proofs tab.
1. A banner will inform you that there are proofs ready for review and the status of the Source will change from Proofs Required to Proofs Submitted.
Click the Proofs tab or View Proofs from the banner to review what the Media Partner has uploaded.
2. The proofs will be displayed in a list and you can click each title to review.
3. If a proof is acceptable and ready to be promoted, click the in-line checkbox and select the Accept Proofs button. Alternatively, use the options menu and click Accept.
- You can select multiple proofs by their checkboxes and click the Accept Proofs button to bulk approve all those selected.
4. The Accept Proofs modal will appear, where you can add an optional comment. Click Accept to confirm.
- If you have multiple proofs selected and are approving them altogether, any notes you add here will be applied to all of the assets selected.
5. After accepting a proof, its status will display as Accepted and the Source status will update to Pending, which means it is waiting for the Media Partner to accept before going Live.
- Only one accepted proof is needed for the Source status to change - even if there are additional proofs that are awaiting review or marked as declined.
- See My Campaigns Page & Sources Page (Campaign/Source status definitions section) for more info on the status progression of Media Partner CPL Sources.
6. If a proof is not acceptable, click the in-line checkbox and select the Decline Proofs button. Alternatively, use the options menu and click Decline.
- You can select multiple proofs with the checkboxes and click the Decline Proofs button to decline those selected.
7. The Decline Proofs modal will appear, where you can add a comment. Click Decline to confirm.
- You need to add a comment in order to decline the proof. This comment will be sent to the Media Partner and it should explain what action is needed in order to make the proof acceptable.
- If you have multiple proofs selected and are declining them altogether, any notes you add here will be applied to all of the assets selected.
8. Once the proof has been declined, the status is updated to Declined.
- The Source status in the example below displays as Pending because the first proof has been accepted.
- Only one accepted Proof is needed for the Source status to change - even if there are additional proofs that are awaiting review or marked as declined.
- If none of the Proofs have been accepted yet, the Source status will continue switching from Proofs Required to Proofs Submitted until one is accepted.
- See My Campaigns Page & Sources Page (Campaign/Source status definitions section) for more info on the status progression of Media Partner CPL Sources.
The Media Partner will need to delete the proof and upload a new version, which will restart the reviews process for this asset.
9. You can also add comments to proofs by clicking the pencil icon in the Comments column. This will display the Add a comment modal, where you can type notes (to a maximum of 2,000 characters). Click Save to confirm the note.
Proofs notifications
You can set up your own notifications to receive an email when a proof has been uploaded by a Media Partner. This can be configured for your user in either:
- My Campaigns Page & Sources Page (see Campaign/Source actions) - to enable email notifications for the individual Campaign (not available on an individual Source).
- Notifications Settings - to enable email notifications across the whole Demand Acceleration Platform account.
Media Partners have similar notification settings and can enable these to receive emails about when a proof has been accepted or rejected too.