Litmus Proof getting started guide
Simplify and streamline your email review and approval process with Litmus Proof. Here's how to get started:
Create Users & Groups
Maintain full control over your Litmus account with Users & Groups. Within Settings, add new users to your Litmus account or edit existing user roles. Account Holders, Admins, and Full Users have complete access to Litmus, including creating Proof projects and inviting users to review a Proof, while Reviewers have permissions only to view and comment on Proof projects they have been invited to.
Account Holders and Admins can create Groups to easily add an entire internal team or client team to a Proof project for review. Groups exist at the subaccount level.
Create an Email to begin your Approval process
Account Holders, Admins, or Full Users can create an email in Litmus and it will have a Proof view. To create a new email, navigate to any folder and click "New Email". Use the "Approve" section of the email dialog box to start in Proof as shown below. There are a number of ways to create an email in Litmus and begin the approval process:
- Send a draft of your email
- Send from your connected ESP account
- Paste your HTML manually
- Upload an Image file (PNG or JPG)
Invite Stakeholders to Review a Proof
Easily share your Proof project with anyone on your Litmus account—teammates, clients, and stakeholders—by clicking on the “Share” button. A modal will popup that will allow you to invite individual members, entire Groups, or both to review a Proof project. You can also leave a note with instructions and deadlines. For more information about sharing see the FAQ.
Create, Respond & Resolve Comments
Click anywhere on the email—or highlight any text—to leave a comment, and see all feedback for your campaign in one convenient place. Review, collaborate, and resolve changes easily with threaded comments for each annotation.
Plus, you can filter to view only resolved comments, only unresolved comments, or all comments.
Catch broken links before you send. Click links directly in the desktop, mobile, and plain text views to ensure all links are going to their intended destination to improve your campaign results and success.
You can track Approvals in the folder view. Note that Approval counts will be blank and not appear until you share your email from the Proof tab. More info about the approvals feature is here.
Upload a New Version + View All Versions
View and manage multiple versions of your email campaigns for a full system of record. To upload a new version of your email, click on the “New Version” button.
You can create a new version by sending a draft of your email or pasting in your HTML.To view past versions of your Proof project, visit the “Versions” tab.You’ll be able to see comments—and can even filter to include resolved comments—from all versions for a complete system of record for future reference.
For more information about Proof see the FAQ.
Have any additional questions? Reach out to email@example.com. We're happy to help!