Getting started guide (Plus plan) with the new Litmus platform
Note: This guide is specific to users on the Litmus Plus plan. Find the right guide for your plan here.
- Overview: The new Litmus platform
- Quick start
- Providing feedback + known issues
- Navigating the new sidebar
- Unsorted Emails
- Legacy Projects (How to access legacy projects in the new Litmus)
- Creating new emails
- Email in draft
- Choose draft from connected ESP account
- Import HTML
- Paste in HTML or start in Builder
- Switching between workflow views (Summary, Builder, Previews & QA, Analytics)
- Summary view: Connecting to an ESP + Analytics
- Updating the Previews & QA pre-send testing checklist from Builder
- User roles
Overview: The new Litmus platform
The new Litmus platform has a number of new and exciting features:
- Builder, Previews & QA (formerly Checklist), and Email Analytics are now integrated into one seamless view. Rapidly build test and analyze your email campaigns in one seamless view, helping to streamline your production process and increase productivity.
- Folders + subfolders to easily store and organize your email campaigns. Easily create and rename folders and subfolders to centralize your emails, and make finding and sorting emails a breeze for your team.
- “Update Previews & QA tab” functionality in Builder allows you to maintain version control. Make quick iterative changes in Litmus to your emails. When you’re ready, send the updated changes from Builder to Previews & QA, ensuring everyone on your team is always looking at the most updated version.
- Multiple ways to start an email. Reduce the number of tools in your workflow and easily create an email via the method that aligns best with your process, and the stage of your workflow that you’re in: Building or Testing. You can choose to email in from your email provider, sync your email from your service provider, import your HTML, paste your HTML, or start your project in Builder.
- See Spam Testing results right in the Previews & QA automated pre-send testing checklist. It’s now easier and faster than ever to discover issues that could keep you from reaching the inbox before you send. In the new Litmus platform, every email sent in will be evaluated across a range of key deliverability signals. The results are now conveniently available directly in Previews & QA with the rest of your pre-send tests.
- Access your legacy Litmus projects into the new Litmus platform. Legacy Email Analytics and Spam Testing reports are automatically available in the new Litmus platform. With the click of a button, you can transfer your legacy Builder or Checklist projects into the new Litmus platform. Whether you’re mid-campaign and need to continue working on a project—or want to have pre-existing projects in the new platform for a system of record—you can choose which projects you’d like transferred. Once transferred, they will no longer be accessible in the legacy platform (it'll be marked a transferred project with a link to it in the new platform).
Quick start to creating your first email
There are two ways to create your first email:
1. Utilize your personal email address to send in your email from your email provider. You can set up a new personalized email address by clicking "Send in a draft" at the top of the home screen. 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 "Unsorted Emails" and "All Emails" views on the home screen. You can then move it into the appropriate folder.
2. Click on “Create a new email” on the dashboard or “Create email” within any folder. When you click on this modal, you’ll be given three ways to start your email.
Here’s a quick overview of each of these three options:
- Build: This is the best option if you want to write your HTML from scratch or via a template, or upload your HTML from Dropbox, Google Drive, or One Drive.
- Collaborate: This method is only available on the Litmus Enterprise plan.
- Test: Ready for final QA? Validate your email is working as intended before sending with this option. You can choose to paste your HTML, send in from your ESP, sync from your ESP, or import your HTML from Dropbox, Google Drive, or One Drive.
Providing feedback + known issues
We welcome all of your feedback as you discover it: Confused? Have a wish list item? Want to send the team some praise, just let us know. Click on the “(?) New Litmus Platform” button at the bottom center of your screen. Utilize the “Give feedback” button to send your feedback directly to our team. You can also email firstname.lastname@example.org and put “New Litmus Platform Feedback” in the subject.
We do have a few known issues and backlog items that we will be addressing in the coming months. Here is a shortlist of improvements coming soon:
- When viewing an email you will see the other emails in that Folder. It's currently limited to the most recent 100 emails. In addition, we don't yet show the subfolders in the list.
- Asana integration
- The Asana integration is not currently supported in the new Litmus platform.
- Once you’ve created a tracking code from the “Summary View” of your email project, that tracking code is permanently linked to that email project. It should not be used in other email projects.
A few other things to note:
- The legacy Builder view sidebar (black, toggled with CMD-B) has been retired for the new sidebar that displays all of your emails. To create an “Email Project” from Legacy, simply put your emails in the same folder and they will appear in the new sidebar.
- Emails created in the new Litmus platform will not be accessible in legacy Litmus
Navigating the new sidebar
The new sidebar slides in and out of all pages for easy viewing without interrupting your work space. At the top of the sidebar, you’ll see links to access all of your emails, unsorted emails, legacy emails, and your folders.
Any time you create an email by sending in a draft to your personal Litmus address (via your email service provider) your email will end up in the Unsorted Emails view. You can also create an email in this view (or in any other folder) using the “New Email” button.
Move emails from the Unsorted Emails view into the appropriate folder using the check boxes next to an email and the “Move” button that appears under the search bar.
Note that you can also send into a specific folder by navigating to a Folder and clicking on "Send your email to this folder".
View folders: All folders are visible in the sidebar. Clicking on a folder name lets you view the emails in that folder in the main window. This view also provides a sortable, high-level overview of each email, including last edited, due date, and status. You can then click on any of the emails to view its details and continue working on the email.
Easily create, rename, and move folders and subfolders: Make finding and sorting emails a breeze for your team by organizing them into folders. There is currently no limit on the number of folders you can add. To create Folders use the + folder icon button in the sidebar or the “New Folder” button in the upper right of each Folder.
View emails and quickly hop between them: If you click on any email, the sidebar will show you the emails in that folder so that you can easily duplicate, rename, move, or switch between them while remaining in your email. In this way folders can be used as "Projects" and can contain multiple HTML emails. To view the folder list from within an email click "View Folders".
Navigation: Open up the Sidebar or use the “breadcrumbs” at the top of the page to navigate to folders. When viewing an email, the sidebar will show the other emails in that folder.
Click on Builder or Checklist in the sidebar under “Legacy Projects.” You’ll see all of your legacy Builder and Checklist projects. Open a project and follow the prompt to have it transferred to the Inbox folder in the new platform.
Once transferred, it will be marked as a transferred project in legacy Litmus and accessible to legacy users by clicking on the “View in new Litmus” button.
Creating new emails
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 Unsorted Emails 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 and Previews & QA 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 and your Previews & QA pre-send testing checklist, and automatically generate one set of Email Previews (available in Previews & QA).
- 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 send your code from Builder to Previews & QA using the “Update Previews & QA tab” button once you’re ready. Note that this will generate one set of Email Previews.
Review: This feature enables Litmus Proof and is only available on Enterprise plans.
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 your Previews & QA automated pre-send testing checklist:
- Sync from your ESP: Connect to one of the supported ESPs (Campaign Monitor, MailChimp only, additional ESPs available on the Enterprise plan) 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 and Previews & QA, and automatically generate one set of Email Previews (available in both Builder + Previews & QA).
- 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 and Previews & QA, and automatically generate one set of Email Previews (available in Both Builder + Previews & QA).
- Paste your HTML in the create email modal: This method will automatically create your email across Builder and Previews & QA, and automatically generate one set of Email Previews (available in Previews & QA).
- Import your HTML from Dropbox, Google Drive, or One Drive: This method will automatically create your email across Builder and the Previews & QA pre-send testing checklist, and automatically generate one set of Email Previews (available in Previews & QA).
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 All Emails 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 Unsorted Emails folder. Once your email has been created, you can then move it into the appropriate folder.
Creating 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 “Test” option 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 within each folder and send in your email from your ESP to that address. It'll automatically create your email in that folder.
Choose draft from connected ESP account
Click on “Create new” and then either the “Review” 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 for Plus accounts:
- Campaign Monitor
As well as additional support in the following ESPs for Enterprise accounts:
- Salesforce Marketing Cloud
Import your HTML
Click on “Create Email”. Within “Build,” “Review,” 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: Press “Pick a template” and then select the "Blank email" option to start from scratch in Builder and paste your HTML in there. This will automatically open your email in Builder, and will not automatically generate Email Previews or auto populate your email in the Previews & QA pre-send testing checklist view. You can move your code from Builder to Previews & QA with the “Update Previews & QA tab” button.
- Review: This method is only available on the Litmus Enterprise plan.
- Test: Paste your HTML in the create email modal. This will automatically create your email across Builder and Previews & QA, and automatically generate one set of Email Previews (available in Previews & QA).
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.
Duplicate an Existing Email
You can also start a new email by duplicating an existing email. There are two places where you can duplicate an email:
Duplicating an email in the folder view
Within the folder view, you can duplicate an email by clicking on the breadcrumbs next to the created by field.
Duplicating an email in the email view
Within an individual email, you can duplicate an email by clicking on the breadcrumbs next to the email's name.
Duplicating an email will create the email in the same folder as the original email (you can then move it to the appropriate folder). In addition, it will automatically name it "Copy of [Original email]". You can rename the email.
Switching between workflow views (Summary, Builder, Previews & QA, and Analytics)
You’ll notice a few different views at the top of your email: Summary, Builder, Previews & QA, and Analytics. You can easily toggle between views by simply clicking on the appropriate view in the navigation bar.
The Summary view is new to the Litmus platform and provides a high-level overview of your email, including its name, due date, description, status, and the tasks associated with the email. Use the thumbnail image to upload a new version.
In addition, you can add in the due date (ie. when will the email be sent, or go live), as well as the status of the campaign (ie. is it just in the planning phases, or is it ready to send?). This information is displayed in the folder views to provide an overview of work in progress across your account.
The Summary view also provides the option to create a new tracking code. Be sure to use a unique tracking code for each email to get the most detailed and accurate results. Click “Set up” in the Tracking section, add it to your email, and activate it by sending a test email from your ESP or clicking the link to manually activate it. To verify your tracking code is linked to your email project, use the “Update Previews & QA tab” button to send a new version to your automated Previews & QA pre-send testing checklist from Builder.
Associate HTML to your email in the Summary view
Before you’ve associated HTML with this email you will see a dialog box covering the Summary information. You can dismiss this dialog using the X in the corner in order to name your email, and add the other information before adding your HTML. The description may be a good place to add relevant information, such as goals and audience.
Once you’re ready, you can then add HTML by clicking on the thumbnail image.
Tasks in the Summary view
The Summary view contains a task area where you can add tasks that you need to accomplish on this email. For customers on Enterprise plans, you can create a Task Template to ensure that every email adheres to your brand’s production process and get visibility into open and closed tasks.
Connecting the email to your Email Service Provider (ESP) in the Summary view
By connecting your Email Service Provider (ESP) and Litmus, it’s never been easier to build and test your email. Simply visit the Manage ESP page https://litmus.com/esp/manage or the Summary tab from within an email to connect an ESP to your Litmus account or subaccount. Then from the Summary view of your email, you can choose to sync your email with any ESP you have connected.
Once an email is synced, any changes made in Builder will automatically update the HTML and image assets in your ESP. The Litmus Plus plan provides ESP Syncing support for Campaign Monitor and MailChimp.
Updating your automated Previews & QA testing checklist from Builder
Editing your email in Builder? Once you’re happy with your updates, send the updated HTML to Previews & QA, ensuring that everyone on your team is always looking at the most updated version. To do this, simply click the “Update Previews & QA tab” button.
Once you click the “Update Previews & QA tab,” the most updated HTML will be viewable in your automated Previews & QA pre-send testing checklist. By doing this, a new version of the Previews & QA checklist will be created. It works the same way as if you clicked “Retest” in Checklist in legacy Litmus. You can still review previous versions.
Accessing Email Analytics
There are two ways to access Email Analytics. Choose the folder your email project lives in, click into the project, and click the “Analytics” tab from the email Summary view to access detailed reports. This method allows you to take advantage of the folder system and quickly and easily locate your emails and relevant analytics data.
You can also access all of your analytics reports by clicking the “Analytics” navigation item on the left panel and choosing a tracking code to view the detailed report for a particular email or campaign. For any tracking codes that have been used in emails built outside of Litmus, this is the method for viewing reports.
There are a few ways to share your email in this new user experience. To share the entire email with an existing Litmus user on the account (including all views: Summary, Builder, Previews & QA, Analytics), simply copy and share the URL that is generated in the address bar. Note that each tab view has a separate URL.
Sharing individual Builder, Previews & QA, and Analytics views works exactly how it historically has.
- Builder: Click on the “Share” button within your Builder view. You’ll be able to create a public URL, email the project, or embed it. You can choose to share just the HTML, or the Email Previews, too.
- Previews & QA: Click on the “Share” button within your Previews & QA view. You’ll be able to create a shareable public URL to the Previews & QA pre-send testing checklist or download the content of your test (which includes screenshot previews of the email). You can choose to share specific areas of the testing checklist or the entire thing.
- Analytics: Click the “Share” button at the top right of the screen to create a shareable public URL that can be sent to relevant stakeholders.
Here are how user roles work with the new Litmus experience:
- Read-Only: Can view all areas of an email including tasks, emails, tests, and campaign results in Analytics. Reviewers cannot delete or modify anything in your Litmus account.
- Full User: Has full edit access to all emails and can access all Litmus features. Cannot manage user permissions.
- Admin: Has all the permissions of a Full user, plus the ability to edit/delete users and manage billing.
- Account Holder: Has all the permissions of an Admin and can manage billing. They also have full access to all Litmus features in the account.