How to Create an Email in the New Litmus Platform

Note: The new Litmus platform is currently only available to Litmus Enterprise accounts.

Emails are created either by emailing into a personal email address (you can set this up and find this in the Inbox folder), choosing a draft from a connected ESP, importing or pasting HTML, or start from scratch or a template in Builder.

1. Utilize your personal email address to send in your email from your email provider. You can set up your personalized email in the Inbox folder. Once you have your email address, go to your email provider and send a draft of your email to that email address. The draft will then appear in the Inbox folder. You can then move it into the appropriate folder.

If you click on the email, you’ll be brought to the Summary view where you can edit the name, description, due date, status, and tasks. You can also hop between Builder, Proof, and Checklist views.

2. Click on “Create a new email” on the dashboard or “+New email” within any folder. When you click on this button, the New email dialog box appears and provides three ways to start your email:

Build: If you’d like to build your campaign from scratch, utilize a pre-existing template, or import your HTML, then this is the best option for you. There are a few ways to start an email in Builder:

  • Import HTML from Dropbox, Google Drive, or One Drive: This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.
  • Paste HTML: This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.
  • Choose from a template or start building from a blank slate: These methods will only create your email in Builder and do not automatically generate any Email Previews. You can run Previews from the Builder view and then “Push” your code from Builder to Checklist and Proof once you’re ready. Note that Push will generate one set of Email Previews.

Approve: If you want to Invite stakeholders to review and approve your email, this is the best option. There are a few ways to start your email in Proof:

  • Sync from your ESP: Connect your Litmus account to one of the supported ESPs (Campaign Monitor, MailChimp, Eloqua, Marketo, Salesforce Marketing Cloud*) and select from your recent drafts. This will automatically send an email from your ESP to Litmus—without having to log in to your ESP or switch back and forth between tools. This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.
  • Send in manually from your ESP: Press “Copy” to copy the email address provided in the modal and then send a draft email from your ESP into Litmus. This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.
  • Paste your HTML: This method will automatically create your Proof and also put your HTML in Builder. No Checklist will be created and Email Previews will not be generated. Note that this method is for customers who want to use Proof without generating a Checklist or a set of Email Previews. To create a Checklist, use the Push feature from Builder or email into the New Version address.
  • Import your HTML from Dropbox, Google Drive, or One Drive: This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.

*If you’re a Salesforce Marketing Cloud customer that utilizes the Approval functionality in Content Builder, this functionality will not work unless the email is marked as approved.

Test: Ready for final QA? Validate your email is working as intended before sending with this option. There are a few ways to start your email in Checklist:

  • Sync from your ESP: Connect to one of the supported ESPs (Campaign Monitor, MailChimp, Eloqua, Marketo, Salesforce Marketing Cloud*) and select from your recent drafts. This will automatically send an email from your ESP to Litmus—without having to log in to your ESP or switch back and forth between tools. This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.
  • Send in manually from your ESP: Press “Copy” to copy the email address provided in the modal and send a draft email from your ESP into Litmus. This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.
  • Paste your HTML in the create email modal: This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.
  • Import your HTML from Dropbox, Google Drive, or One Drive: This method will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.

*If you’re a Salesforce Marketing Cloud customer that utilizes the Approval functionality in Content Builder, this functionality will not work unless the email is marked as approved.

NOTE: You won’t see your emails created in the new Litmus platform in legacy Litmus.

Send in a draft email

If you’re already a Litmus customer, your existing unique personal Litmus email addresses won’t work in the new Litmus platform. You will need to create a new personal email address (@litmusemail.com) when you start using the new Litmus platform.

From the Inbox folder you’ll see the option to create a new personal address. After your personal address has been created, you can then send an email to that address (from your email provider). All emails sent to your personal email address will end up in the Inbox folder. Once your email has been created, you can then move it into the appropriate folder.

Create an email in a specific folder

If you’d like to create an email via the send in method and have it end up in a specific folder, navigate to the folder and use the “+New Email” button there. Select the “Approve” or “Test” options to get your email address for that specific Litmus email. Sending to this custom address will automatically associate the HTML with this email and in that folder.

Alternate Method: Use your personal email email address (which can be found in the Inbox folder) and send in your mail to the Inbox. From the Inbox you can move it to the appropriate folder.

Choose draft from connected ESP account 

Click on “+ New Email” and then either the “Approve” or “Test” options. If you’ve connected your ESP with Litmus, we’ll display a list of your most recent draft emails from your ESP. Simply select your draft and we’ll automatically trigger a test send from your ESP into Litmus. You don’t have to switch tools or log in to your ESP.

We offer support in the following ESPs:

  • Campaign Monitor
  • MailChimp
  • Eloqua
  • Marketo
  • Salesforce Marketing Cloud*

*If you’re a Salesforce Marketing Cloud customer that utilizes the Approval functionality in Content Builder, this functionality will not work unless the email is marked as approved.

Import your HTML

Click on “Create Email”. Within “Build,” “Approve,” and “Test” you’ll see an option to import your HTML from Dropbox, Google Drive, or OneDrive.

Simply select the storage system you’d like to use, connect your account, and then pick the HTML file you want to bring into Litmus.

Paste in your HTML or start in Builder

When creating an email by using the “New Email” button, you’ll notice a few places where you can paste in your HTML:

  • Build: Paste your HTML in the new email dialog, or simply press “Start Building” to start from scratch in Builder and paste your HTML in there. The former will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews. The latter (pressing “Start Building” when blank) will automatically open your email in Builder, and will not automatically generate Email Previews or auto populate your email in the Proof and Checklist views. You can move your code from Builder to Proof and Checklist with the Push button.
  • Approve: This method will automatically create your Proof and also put your HTML in Builder. No Checklist will be created and Email Previews will not be generated. Note that this method is for customers who want to use Proof without generating a Checklist or a set of Email reviews. To create a Checklist, use the Push feature from Builder or email into the New Version address.
  • Test: Paste your HTML in the create email modal. This will automatically create your email across Builder, Proof, and Checklist, and automatically generate one set of Email Previews.

Don’t have your HTML yet but want to fill out the Summary view? Simply click on the “New email” modal and then close it out. It’ll automatically drop you in the Summary view.

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