Litmus Enterprise: getting started guide

Note: This guide is specific to users on the Litmus Enterprise plan. Find the right guide for your plan here.

Here’s a quick start guide to the new Litmus platform and the features to improve your workflow.

Overview: The new Litmus platform

The new Litmus platform has a number of new and exciting features:

  • Builder, Proof, Checklist, and Email Analytics are now integrated in one seamless view. Rapidly build, test, review, 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.
  • Task templates to maintain quality and consistency. Utilize task templates to ensure every email adheres to your brand’s production process and get full visibility into progress.
  • The “Update Proof & Checklist” functionality in Builder allows you to maintain version control. Make quick iterative changes in Litmus to your emails. When you’re ready, click “Update Proof & Checklist” to send the updated changes from Builder to Checklist and Proof, 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: Build, Review, or Test. 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 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 Checklist 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, Checklist, and Proof 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 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 “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.
  • Review: If you want to Invite stakeholders to review and approve your email, this is the best option. You can choose to paste your HTML, send in from your ESP, sync from your ESP, or upload an Image file (PNG or JPG).
  • 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 hello@litmus.com and put “New Litmus Platform Feedback” in the subject.

Known issues

We do have a few known issues and backlog items that we will be addressing in the coming months. Here is a short list of improvements coming soon:

  • Sidebar
    • 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 sub folders in the list. 
  • New email dialog
    • Pasting HTML into the “Review” section does not work in Safari.
  • Slack integration
    • The Slack integration will notify you twice for every new email (New Checklist and New Proof). You may want to adjust your Slack notifications in settings.
  • Asana integration
    • The Asana integration is not currently supported in the new Litmus platform.
  • Analytics
    • Once you’ve created a tracking code from “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) will soon be retired for the new sidebar.  The legacy sidebar is only used for uploading images and does not allow you to add multiple HTML emails.  Instead, simply put your emails in the same folder and they will appear in the new (white) sidebar.  Each HTML email needs to be a separate email in the new Litmus platform.
  • Emails created in the new Litmus platform will not be accessible in legacy Litmus.

The new sidebar slides in and out of all pages for easy viewing without interrupting your work space. The state of the sidebar (open or closed) will be remembered. At the top of the sidebar, you’ll see links for Analytics, Spam Testing, and Subaccounts. These areas are not changed in the new Litmus platform, simply click any of these and land on that feature within the application.

You’ll also see three new areas in the sidebar: Inbox, Folders, and Legacy Projects.

Inbox

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 Inbox folder. You can also create an email in the Inbox or in any other folder using the “New Email” button.

Move emails from the Inbox folder into the appropriate folder using the action menu (three dots) to the right of the “Status” column.

Note that you can also send into a specific folder by navigating to a Folder and clicking on "Send an email to this folder".

Folders

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.

Sharing: Easily share an entire folder of emails with teammates, clients, and stakeholders to improve collaboration, alignment, and speed to market. Click the "Share this folder" button to share all emails in the folder. You can also add new Proof Reviewer users for free.  They will then be able to comment and approve the emails in that 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. 

Legacy Projects

Click on Builder, Proof, or Checklist in the sidebar under “Legacy Projects.” You’ll see all of your legacy Builder 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 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 (available in Checklist).
  • 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 click “Update Proof & Checklist” to send your code from Builder to Checklist and Proof once you’re ready. Note that this will generate one set of Email Previews.

Review: 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 (available in both Builder + Checklist).
  • 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 (available in both Builder + Checklist).
  • 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 “Update Proof & Checklist” feature from Builder or email into the New Version address.
  • Upload an Image file: For teams that need to review and approve their email designs before creating the HTML version of the email use this feature to proof a PNG or JPG of the design. 

*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 (available in both Builder + Checklist).
  • 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 (available in both Builder + Checklist).
  • 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 (available in Checklist).
  • 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 (available in Checklist).

*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.

Sending emails to a specific folder or email

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 “Send an email to this folder” button there. This will copy a unique email address for that specific Litmus folder.

Choose draft from connected ESP account

Click on “New Email” 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:

  • 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,” “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 choose 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 Proof and Checklist views. You can move your code from Builder to Proof and Checklist with the “Update Proof & Checklist” button.
  • Review: 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 “Update Proof & Checklist” 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 (available in Checklist).

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.

Duplicate in folder view

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.

duplicate in email view

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.
When you duplicate an email, it will only create the email in Builder and no Email Previews will be automatically generated. You can use the “Update Proof & Checklist” functionality to create the email in Checklist and Proof.

Switching between workflow views (Summary, Builder, Proof, Checklist, and Analytics)

You’ll notice five views at the top of your email: Summary, Builder, Proof, Checklist, and analytics. You can easily toggle between views by simply clicking on the appropriate view in the navigation bar.

Summary view

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 a 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, save your email in Builder and send a new version to Checklist using the “Update Proof & Checklist” button. 

Associate HTML to your email in Summary view

Before you’ve associated HTML to 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, as well as 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 Summary view

The Summary view contains a task area where you can add tasks that you need to accomplish on this email. Create a Task Template (Enterprise plans only) to ensure that every email adheres to your brand’s production process and get visibility into open and closed tasks.

You can add additional tasks to the email in addition to what’s automatically added by the template.

Task Templates are unique for each subaccount and editable by the Account Holder, Admin, and Full Users. Create a task template by adding, editing, moving, and deleting tasks in Task Template settings. Once created, all the tasks in the template will be created for all new emails. Learn more about Task Templates here: https://help.litmus.com/article/257-how-to-set-up-task-templates

Connecting the email to your Email Service Provider (ESP) in 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. Litmus provides ESP Syncing support for the following ESPs:

  • Campaign Monitor
  • MailChimp
  • Eloqua
  • Marketo
  • Salesforce Marketing Cloud
  • Acoustic Campaign (formerly IBM Watson Campaign Automation)

Updating Proof and Checklist from Builder

Editing your email in Builder? Once you’re happy with your updates, click “Update Proof & Checklist” to send the updated HTML to Checklist and Proof, ensuring that everyone on your team is always looking at the most updated version.

Once you click “Update Proof & Checklist”, the most updated HTML will be viewable in Proof and Checklist. By doing this, a new version of Proof and Checklist will be created. It works the same way as if you clicked “New version” in Proof in or “Retest” in Checklist in legacy Litmus. You can still review previous Proof iterations.

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.

Sharing

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 five views: Summary, Builder, Proof, Checklist, and 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, Proof, Checklist, 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.
  • Proof: Click on the “Share Proof” button within your Proof view. You’ll be able to invite users that are on your Litmus account (and those that aren’t) via names/email addresses in the share modal, or you can create a public share link.
  • Checklist: Click on the “Share Checklist” button within your Checklist view. You’ll be able to create a shareable public URL to the Checklist or download the content of your Checklist (which includes screenshot previews of the email). You can choose to share specific areas of the 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. 

User roles

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.
  • Proof Reviewer: Can view and review only the Proof section of an email. While viewing a Proof these reviewers can make comments and approvals. These users are created from the Proof sharing dialog if you add a new reviewer to a Proof. Proof reviewers cannot delete or modify anything in your Litmus account. Proof reviewers can only see the Proofs they have been invited to and cannot see folders.
  • Reviewer: Can view all areas of an email including tasks, emails, tests, and campaign results in Analytics. Can review Proofs and comment on them. 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.
  • Code Editor: Read-only access to the Design Library, so they cannot create, edit, or delete Templates, Partials, or Snippets. Full access to all other features.
  • Content Editor: Read-only access to the Design Library, and also cannot edit email code in Litmus Builder. Content Editors can, however, build emails in the Visual Editor. Full access to all other features.
  • Admin: Has all the permissions of a Full user plus the ability to edit/delete users on sub-accounts they have access to. Unlike account holders, Admins cannot manage sub-account creation or global security settings. Admins on Parent accounts can manage billing; if an Admin is on only on a sub-account, they will not have access to billing.
  • Account Holder: Has all the permissions of an Admin and can manage/create sub-accounts, manage billing, and set global security settings for any accounts. They also have full access to all Litmus features in the account.

Switching back to legacy Litmus

Hop between the new Litmus platform and legacy Litmus with a single click. Within the new Litmus platform, click on “(?) New Litmus Platform” at the bottom center of your screen. You’ll then see the option to switch over to legacy Litmus. Within legacy Litmus, click on “Try new Litmus” at the top of the sidebar to switch back to the new Litmus user experience.

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