You can easily create an HTML email proof directly from a monday.com item. Before you begin make sure your team administrator has connected monday.com and PageProof together.
Creating an email proof from a monday.com item
Step 1
Click on a monday.com item and go to the PageProof Item view.
If you don’t have this feature added to your board yet, click the add view option at the top right and search for PageProof. Add the PageProof Item View.
Step 2
Click Create Proof, then click the 3 dots icon, and select email.
Step 3
In the proof setup screen, click copy next to the email address. You will need this email address to send your test email from your email marketing tool (such as Mailchimp, SalesForce, SendInBlue etc) to.
Go to your email marketing tool of choice, and send the test email to this email address. PageProof will then receive this email and the setup screen will update with a thumbnail, and the subject line of the email as your proof name.
Step 4
Complete all the details as you usually would to set up the proof:
Proof name
Adding any additional tags (for example a job number, project name or client name)
Setting a due date and time that you want to receive the feedback by
Adding an optional message to reviewers
Then choose a workflow or create a workflow from scratch – whichever you prefer and click send proof.
Tip
If you forget to copy the email address and have sent out your proof, click the i icon on the proof tile in your outbox and copy the email address from the proof’s info pane.
To see the ‘to’ and ‘from’, subject line, and use the automatic link checker – click the dimension pill details to the left of the proofing screen.