Introduction to Litmus Proof
Litmus Proof simplifies and streamlines the review and approval process. The feature enables teams to share, give clear feedback, gain visibility and version control, and collaborate directly on an email in a single location, reducing review cycles and production time. This guide will help you quickly and easily collaborate with your team to make sure every email is the best it can be.
Who has access to Litmus Proof?
Proof is available to customers with a Litmus Enterprise plan.
Which user roles get permissions to Litmus Proof?
Access to viewing, creating, and sharing of Proofs varies by user role as follows:
Viewing Proofs: In general you can view Proofs that have been shared with you. However, Account Holders, Admins, and Full Users can view all the Proofs on an account by visiting the Proof section of Litmus.
Creating Proofs: Only Account Holders, Admins, and Full Users can create Proofs.
Sharing Proofs: All users can share Proofs with others. However Proof Reviewers and Reviewers are limited to sharing Proofs with only users on the Account and cannot create sharing links. Account Holders, Admins, and Full Users can quickly add new Proof reviewers or create sharing links.
Approving Proofs: All users can approve a Proof.
Using Litmus Proof:
Whether you want to review an email before moving to the QA process, or are looking for one last final set of feedback before pressing the "Send" button, Litmus Proof simplifies the email review and approval process.
Creating a Proof
In Litmus, you can create emails in many ways. Once your email is created, click on the Proof tab
Sending your email in
The easiest and most accurate way to bring that HTML into the Proof view is to simply email it to your personal Litmus email address. It will appear on the Home page and you can navigate to the Proof.
Start from the Collaboration menu:
- Navigate to Collaborate
- Click on the “Create a new Proof” button
- Enter a title and choose from the many ways to bring your email in.
Click on "View more ways to create an email" to see the area to add your Subject Line, Paste HTML and text version of the email.
Many teams review and approve their email designs before creating the HTML version of the email. Proof can be used to streamline this process with the image upload feature (JPG, GIF or PNG currently supported).
Inspecting Your Email
After your email has been uploaded into Proof, you'll want to give it a quick review yourself before inviting comments from your team. By default, you'll be looking at the Desktop view of your email:
It's important to remember that this is not a render of your email in a specific email client, this is a real HTML view of your email rendered by your desktop web browser. For client rendering, use the Builder or Previews & QA tabs.
Next, you'll want to check the mobile and plain text views of your email. There are tabs across the top of the screen for switching between these modes.
Sharing Proofs with Stakeholders and Reviewers
Sharing a Proof enables you to get feedback from others. Proofs can be shared by using the “Share” button. There are two methods of sharing a Proof with others: inviting users and creating a share link.
- Inviting users
Inviting users sends an email invitation and unique link directly to those you want to provide feedback. Users and Groups on the account are shown in the list in the dialog box.
Simply check off which users and Groups you wish to send to and type a note. When the Send email button is clicked, emails will be sent to all selected members of your team with a link to your Proof project and any note that you included.
Note: links in the email invitations are unique to each user and should not be shared. Unique invitation links expire after 30 days. However, users can still access any Proof shared with them by logging in. If you need to generate a new unique link, simply re-invite the user to the Proof.
If you need to share with someone who is not on your Litmus account you can add them as a Proof Reviewer. Simply type in their email address and click Add to add them. Newly invited users become Proof Reviewers on the account and are granted access to the Proofs you share with them. They will appear in the user list when sharing any subsequent Proofs.
Enterprise accounts can add an unlimited number of free Reviewer or Proof Reviewer members to their accounts so that you can easily get feedback on Proofs from clients and other stakeholders.
Note: Proof Reviewers do not have access to other areas of Litmus.
Create a public sharing link in order to easily share an email proof in other collaboration or project management tools like Slack, Asana, Jira or Trello. The public sharing link allows anyone with the link to view the Proof so share it only with people you trust. Simply use the switch to turn on the public link and copy and paste the link where you want to share it. If you are concerned about making your Proof public, use the Invite Users tab to share a unique invitation link directly with each user you invite.
Public links remain public for 30 days or until the public switch is turned off in the "Create a share link" dialog box. New users who comment or approve via the public sharing link are added to your account as Proof Reviewers and only have permission to view the Proofs you have shared with them.
Note: by default, anyone can comment or approve a Proof from a public share link by entering their email address. For additional security, you can require that users create and enter a password to comment or approve a Proof via public sharing links. For more information on this setting, please check out this article.
Maintain full control over the review and approval process with Groups. Create Groups so you can easily add entire internal teams or clients to Proof for review. The Groups feature is located in the Users & Groups area of Settings here.
Using Groups: For example, if you regularly request feedback from the Marketing department at your company, create a Group with all members of that department in it and then simply invite that group to each Proof when you’re ready for feedback. Groups can be created by your Account Holder or Admins from the “Users and Groups” section of the Litmus Settings.
Discussions on the email happen in comments that are placed either at specific points in the email or on any selected text from the email.
To create a comment, simply click anywhere on the email and you’ll see a blue dot appear with a menu attached:
Then, click “Add comment” and a comment box will open in the sidebar on the right-hand side of your browser. Type your comment and click “Post”.
If you would like to mention a teammate or client who is on your Litmus team, either click the “Add others to this conversation” link below the comment, or simply type an @ character. A drop-down list of users and Groups will appear and clicking on any of them will insert that user’s name into your comment. Any users or Groups mentioned in a comment will receive a notification email immediately when the comment is posted.
If you would like to focus a comment on a specific piece of copy in your draft email, simply select that text in the email and then select “Add comment”. The text will be copied into the comment for context.
Once a comment has been addressed, users can click on the checkbox next to “Resolve.”
When a comment is resolved, it will be removed from the sidebar. However, comments can be filtered by “Unresolved, All, Resolved.” Any resolved comments will have the name of whoever resolved the comment and the date/time of when the comment was resolved. With this functionality, you have a full system of record for all feedback.
The best way to check links as part of your QA process is still with Checklist since it automatically checks your links for you and ensures that they are being tracked, but there is a feature in Proof that also allows you to check the destination of a link in your email. Simply click on a link and you’ll also see a “Visit link” menu option which will open the link in a new browser window or tab.
Creating New Versions of Your Proof Project
After reviewing comments from your team it’s likely that you will make some edits to your draft email. Once they are made you’ll want to push the changes from the Builder tab, email or paste HTML to create the new version:
Update from Builder
- Navigate to the Builder tab
- Make edits to your email
- Press "Update Proof & Previews tabs" in the upper right corner
Note: The Update Proof & Previews function creates BOTH a Proof and a Previews & QA checklist and runs one set of email previews. To avoid running previews use the New Version button and Paste HTML.
Using the New Version button:
- From your Proof project, click on “New Version”
- use the options displayed to either send in, paste HTML or import from a file storage service.
- In a few seconds, your Proof project will be updated with the new draft email.
Note: When emailing in a new draft email version, the destination email address displayed is not exactly the same as the static address used when you want to start a new email in Litmus. The one displayed here includes a unique identifier to ensure that the new draft gets attached to the correct Litmus email. Always copy the email address every time from this screen.
Viewing Previous Versions
View and manage multiple versions of email campaigns for a complete system of record. Once you have multiple versions of a draft email in your Proof project, it may be useful to be able to browse back through old versions. To access this functionality, switch to the “Versions” tab in the right-hand sidebar of your Proof project and you will see a list of all versions that have been uploaded.
Next to each version is a “View” link which will load in the old version of your email.
Litmus Proof allows users the option to approve the Proof, indicating that the email meets their expectations. For a detailed overview of the approvals feature, please check out this article.
Download a Timeline of Activity
Proof Timeline lets you view and download all comments and previous versions of your Proof. To learn more about Proof Timeline and how to use it check out our guide.
Have any additional questions? Reach out to email@example.com. We're happy to help!