Delivery Checklist

Design & Configuration

Project Setting

Contact Dataset

  • Verify the correct contact list is selected and verify the contacts and count match the source.

Contact Mapping

  • Verify contact mapping (Workflow > Settings > Contact Data Aliases, Types, and Defaults)
  • Text Color in default appearance: Make sure the Text color selected works with the background color or background images

Ask Me Anything Configuration

  • Verify AMA and Mic are configured
  • Verify AMA Context
  • Project Logo, Account name, Account logo, in Player Header Bar
  • Check the Default value is set for Customer Account Name and Contact Name
  • Check the correct project logo is uploaded

Customer Center Icon

  • Check correct icon for in-app is uploaded

Fonts

  • Check the correct title and content fonts are set based on user requirement

Palette Colors

  • Check at least 3 colors are added and make sure it will be visible correctly with the background this will be used by the chart segment

Avatars

  • Check correct Male or Female avatar is selected with the correct Accessory

Premium Voices

  • Confirm the proper voice cache and premium voice IDs are set correctly

Feedback Title and Narration

  • Check correct or dynamic title is overridden correctly
  • Check the override narration is aligned with all slides because it will played after the last slide of any path or cast
  • If mp3 is set check the correct name and it’s playing correctly

Workflow

Recommendations

  • Verify always-show (static), narration-linked (dynamic), customer center, and AMA recommendations

Pronunciations, Grammar, and Spelling

  • Check word pronunciation is correct
  • Note pronunciations are at account level and available to all projects

Field & Snippets

  • Consider using “_snippetName” to correct contact variables and use them everywhere. Examples:
    • _first_name for contact_name
    • _accountName
    • _maleAvatarName
    • _femaleAvatarName
  • Ensure decimal points are correct in fields

Slides

Line & Area, Widgets

  • Check that the date, prefix, and suffix formats are correct, particularly in Line, Area, and Widget slides
  • For any highlighted segment we are not getting any data for that narration level conditions are set to it will avoid generation
  • Check the data and highlights are set dynamically so it will automatically update based on month or quarter data
  • Test narration conditions for cases where no data is available for a segment
  • Validate navigation conditions (e.g., hiding or showing content based on roles)
  • Ensure these navigation conditions also apply to narration
  • Check that default paths and narration are functioning correctly
  • Test for empty paths and ensure proper handling
  • Conditional Paths: Make sure if conditions are applied at path, they should be applied to narrations as well and in show me everything

Button Layout & SVG Animations

  • Ensure SVG animations are correct
  • Verify that the correct segment is highlighted during narration changes
  • Remove any override values set during testing

Form Slides

  • Verify the button text on form slides is set correctly
  • Ensure the correct CSM address is added. If not found, set default (prefilled) values appropriately

Delivery & Publish

Preannouncement Email

  • Share an email template for preannouncement
  • Pre-announcement before delivering emails for the first time to an account

Domain Settings

  • Check the domain is verified user added DNS records
  • Check the sender data set from the contact list then the default value is set correctly

Campaign

  • Data Validation: Use the data validation page to review data thoroughly
  • Check that the campaign is generated correctly
  • If premium voices are set, the caching status showing on the card
  • Archive unnecessary campaigns

Email

  • Check correct email subject is set
  • Check correct body is set and an image showing correctly in different email providers (Gmail, Outlook)
  • If the content of the body or subject changes based on language then check for 2-3 contacts and check for the default
  • Check that CC, BCC, and additional contacts are set correctly
  • The link to the button is prominent and high up in the message
  • Use “Send me this email” to check the formatting in:
    • Outlook
    • Web Outlook
    • Gmail
    • Mac Mail
  • Signature: Use PNG images (SVG does not work on several email clients)
  • Check unsubscribe option
  • Reminder:
    • Subject has First Reminder, Reminder, Final Reminder
    • Check Reminder configuration

Customer Center

  • Check The in-app info page is set correctly
  • Check fallback contact is set in the script
  • Check correct start point is selected in the script
  • In-app popup correct timeout and message is set from snippets
  • If you are making any changes make sure the campaign generated reflects the changes

Pre-send Check

  • Always Deliver to self and check for formatting, grammar, and visuals
  • Always perform a “Dry Run” of the campaign before delivering it to the customer
  • Review all Recommendations, especially web links, ae_email, csm_email, etc
  • Ensure Show Me Everything has all the slides linked to it
  • When the final campaign is sent out, check after 30 minutes to see if they were delivered
  • Capitalize the first name in contact_name when you create a snippet

Analytics & Post Delivery

  • Check the email analytics
  • If language is set from the contact list check the test for 2-3 users
  • Path showing based on condition then check the 2-3 contact based on role or whatever conditions are we set
  • Check website preview