Help – Litmus http://litmus.com/help Fri, 22 Jun 2018 17:30:34 +0000 en-US hourly 1 http://wordpress.org/?v=4.2.2 How to use the Settings > Integrations page https://litmus.com/help/accounts/account-settings/how-to-use-the-settings-integrations-page/ https://litmus.com/help/accounts/account-settings/how-to-use-the-settings-integrations-page/#comments Tue, 19 Jun 2018 18:57:24 +0000 https://litmus.com/help/?p=3594 The Integrations page in settings is only available to customers who have authorized an external application, like an ESP, to access their Litmus account. You must authorize access to Litmus from within the partner application, which will enable you to seamlessly test and preview using Litmus directly within that application for increased productivity. The Integrations…

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The Integrations page in settings is only available to customers who have authorized an external application, like an ESP, to access their Litmus account. You must authorize access to Litmus from within the partner application, which will enable you to seamlessly test and preview using Litmus directly within that application for increased productivity.

The Integrations page lets you disconnect Litmus from an authorized application when you no longer want to allow that application to have access to your Litmus account. The page can only be used by Full Users, Admins, and Account Holders.

To disconnect an authorized application, click on the trash can icon to the left of the application for which you wish to remove access.

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How to use the Settings > Manage ESPs page https://litmus.com/help/testing/builder/how-to-use-the-settings-manage-esps-page/ https://litmus.com/help/testing/builder/how-to-use-the-settings-manage-esps-page/#comments Tue, 05 Jun 2018 20:12:23 +0000 https://litmus.com/help/?p=3589 The Manage ESPs page in Litmus settings is only available to Pro and Enterprise plan customers.  The page can only be used by Full Users, Admins, and Account Holders. The Manage ESPs page lets you connect Litmus and your Email Service Providers (ESPs) to automate the saving of email content. This saves you from having…

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The Manage ESPs page in Litmus settings is only available to Pro and Enterprise plan customers.  The page can only be used by Full Users, Admins, and Account Holders.

The Manage ESPs page lets you connect Litmus and your Email Service Providers (ESPs) to automate the saving of email content. This saves you from having to copy and paste content between Litmus and your ESP.

To add an ESP connection:  

  1. Click on “Add a new ESP” to connect your ESP to your Litmus account.
  2. A new tab will open that asks for your credentials to your ESP
  3. Once you enter your credentials for your ESP, you will be able to use your ESP connection in either Builder, Spam testing or both.  
  4. You should create an ESP connection for each login you have with your ESP
  5. The Manage ESP page will display which service the ESP connection works with

To delete an ESP connection:

  1. Click on the trash can icon on the Manage ESP page for the connected ESP account
  2. Press “OK”

For more help with seeting up ESP connections see:  https://litmus.com/help/testing/litmus-builder-guide/#esp-syncing-list

Frequently Asked Questions: Connecting to ESPs

Which ESPs does Litmus integrate with for ESP sync?

ESP Sync from Litmus is currently supported for the following ESPs:

  • MailChimp (Plus plans and above)
  • Campaign Monitor (Plus plans and above)
  • Salesforce Marketing Cloud, formerly ExactTarget (Available exclusively on Litmus Enterprise)
  • IBM Watson Campaign Automation, formerly Silverpop (Available exclusively on Litmus Enterprise)
  • Eloqua (Available exclusively on Litmus Enterprise)

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Integrate Litmus with Your Email Service Provider https://litmus.com/help/testing/builder/integrate-litmus-with-your-email-service-provider/ https://litmus.com/help/testing/builder/integrate-litmus-with-your-email-service-provider/#comments Tue, 05 Jun 2018 20:12:28 +0000 https://litmus.com/help/?p=3587 By connecting your email service provider (ESP) and Litmus, it’s never been easier to build and test your email.  Connect to your ESPs to enable file syncing from Litmus Builder and to enable Spam testing by selecting your email drafts without leaving Litmus.   With ESP Syncing for Litmus Builder, you can automatically sync your…

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By connecting your email service provider (ESP) and Litmus, it’s never been easier to build and test your email.  Connect to your ESPs to enable file syncing from Litmus Builder and to enable Spam testing by selecting your email drafts without leaving Litmus.  

With ESP Syncing for Litmus Builder, you can automatically sync your code from Builder to your ESP with a click of a button. Once connected, whenever you make any changes to your code in Builder, it automatically updates in your ESP, too.

ESP Syncing for Litmus Builder is available on the following ESPs by plan type:

Plus + Pro:

  • MailChimp
  • Campaign Monitor

Enterprise

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

Learn more about ESP Syncing for Litmus Builder, including how to set it up for each ESP and troubleshooting.

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Litmus Proof FAQs https://litmus.com/help/products/proof/getting-started-with-proof/ https://litmus.com/help/products/proof/getting-started-with-proof/#comments Wed, 23 May 2018 14:58:45 +0000 https://litmus.com/help/?p=3574 What is Proof? Proof is a new feature for customers on the Enterprise plan. Proof aims to simplify the review and approval process of email design and development. Use Proof to get feedback from stakeholders directly on your email campaigns so you can easily review, collaborate, and resolve changes and get your campaigns out the…

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What is Proof?
Proof is a new feature for customers on the Enterprise plan. Proof aims to simplify the review and approval process of email design and development. Use Proof to get feedback from stakeholders directly on your email campaigns so you can easily review, collaborate, and resolve changes and get your campaigns out the door faster.

Which plans and users can access Proof?
Proof is available on the Litmus Enterprise plan. Users with Administrative or Full access can create Proofs and comment on Proofs, while “Reviewer” users are restricted to viewing and commenting on proofs.

Note: During the Early Access period (Spring 2018), Proof access is restricted to select Enterprise plans

Will Proof be available on Basic, Plus or Pro plans in the future?
For the time being Proof is an Enterprise-only feature. We may in the future make it available in other plans. Timing and details have not been determined.

What are the new “Full” and “Reviewer” user roles?
Litmus recently renamed the “Active” user role to “Full” to better indicate what permissions the role provides. For Enterprise customers we have also renamed the Read-Only role to “Reviewer”.

Full users can create Emails in Builder, generate Checklists, use the campaign features in Analytics and create Proofs. Full users count toward an account’s seat limits.

Reviewers can view and comment on Proofs and have access to view Checklists, Previews and Analytics reports. Reviewer users do not count toward any seat limits.

What are the Litmus user privileges and roles?
For customers on Plus and above plans, members of your Litmus account can be given different privileges, enabling you to control access to the various features of Litmus. Permissions and roles differ by plan type. Here is a breakdown of the roles and privileges available to your team members:

Plus and Pro Accounts:
Admin: Access to all aspects of your account including billing and team members.
Full: Can create new emails in Builder, create Checklists and Previews, generate Email Analytics codes and CSV reports. Full users can also create new ESP connections
Read Only: Can view existing emails, tests, and campaign results in Analytics. Read Only members cannot delete or modify anything in your Litmus account.

Enterprise Accounts:
Admin: Access to all aspects of your account including billing and team members.
Full: Can create new emails in Builder, create Checklists and Previews, generate Email Analytics codes and CSV reports. Full users can also create new ESP connections
Reviewer: Can view existing emails, tests, and campaign results in Analytics. Can review Proofs and comment on them. Reviewers cannot delete or modify anything in your Litmus account.

How do I share Proofs?
Proofs can be shared with any member of your account by using the “Request Feedback” button.

If you need to share with someone who is not on your Litmus account you can add them as a Reviewer. Enterprise accounts can add an unlimited number of Reviewer members to their accounts so that you can easily get feedback on Proofs from clients and other stakeholders.

Can I share Proofs with users who are not on my Litmus account?
You can share Proofs with anyone on your account so you do currently need to add them as a member before you can request feedback. Enterprise accounts can add an unlimited number of Reviewer members to their accounts so that you can easily get feedback on Proofs from clients and other stakeholders. There is no charge for Enterprise accounts to add Reviewers.

How do I restrict access to Proofs on my account?
Reviewers currently can access and review all Proofs on an account or subaccount. When a reviewer is asked to provide feedback they receive an email that links them directly to a single Proof.

Enterprise customers can use Subaccounts to restrict access to Proofs by placing the reviewers on an account that contains only the Proofs they want to share with them.

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Setting up SAML/SSO with a generic or custom IdP https://litmus.com/help/accounts/account-settings/setting-up-samlsso-with-a-generic-or-custom-idp/ https://litmus.com/help/accounts/account-settings/setting-up-samlsso-with-a-generic-or-custom-idp/#comments Wed, 18 Apr 2018 01:39:48 +0000 https://litmus.com/help/?p=3536 This section explains step by step how to configure SAML single sign-on (SSO) between Litmus and your custom identity provider (IdP). This feature is currently in beta testing. If you are interested in enabling SAML SSO in Litmus using a generic or custom IdP, please contact us at SSObeta@litmus.com. New user seat creation is not…

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This section explains step by step how to configure SAML single sign-on (SSO) between Litmus and your custom identity provider (IdP).

  • This feature is currently in beta testing. If you are interested in enabling SAML SSO in Litmus using a generic or custom IdP, please contact us at SSObeta@litmus.com.
  • New user seat creation is not supported via SAML. Users must be created within Litmus first and then authenticated via you IdP prior to logging into Litmus.
  • Only the Litmus account holder will be able to access and configure SAML settings on an account.
  • SAML functionality is available with a Litmus Enterprise plan.

1) As the Litmus account holder, log into your parent Litmus account, select “Sub accounts” from the side menu, then “Security” and finally the “SAML” tab in the settings.

2) Toggle on “Enable SAML.”

3) If you would like your users to only access Litmus via SSO with your IdP solution, you can check the box “Force sign in with SAML.”

Note: When this option is active

  • The main Litmus account holder will still be able to sign in to Litmus using their Litmus credentials via the Litmus login screen. (This is to prevent the main account holder from getting locked out of full account administrative functionality. Other users will be forced to login via SAML)
  • Password resets using the “Forgotten Password?” option on the regular Litmus login screen will be disabled for all users

4) Select ‘Generic’ as your IdP.

5) Take note of the “Post-back URL (Assertion Consumer Service URL)” and “Audience URI (Service Provider Entity ID)”, as you will need these when configuring a new app for Litmus within your IdP solution.

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6) Log in to your preferred Identity Provider as an administrator.

7) Following the IdP documentation, create an “app” that uses the Post-back URL and the Audience URI from step 5. If you have the option to upload a Litmus logo as an app icon, you can find one here.

8) Configure the IdP application to allow access to all the relevant users within the organization.

9) Once the app is created within your IdP solution, locate and copy the “single sign-on URL”. Then return to the SAML configuration page within Litmus (as outlined within step 1) and paste it into the “SAML 2.0 Endpoint (HTTP)” field.

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10) Repeat the above process, but this time locate and copy the “X.509 Signing Certificate” from your IdP and paste it into the “X.509 Certificate” field on the SAML configuration page within Litmus.

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11) Once done, click the “Save SAML settings” button at the bottom of the SAML configuration page within Litmus.

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Setting up SAML/SSO with OneLogin https://litmus.com/help/accounts/account-settings/setting-up-samlsso-with-onelogin/ https://litmus.com/help/accounts/account-settings/setting-up-samlsso-with-onelogin/#comments Wed, 18 Apr 2018 01:23:17 +0000 https://litmus.com/help/?p=3511 This section explains step by step how to configure SAML single sign-on (SSO) between Litmus and OneLogin as the identity provider. New user seat creation is not supported via SAML. Users must be created within Litmus first and then authenticated via OneLogin prior to logging into Litmus. Only the Litmus account holder will be able…

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This section explains step by step how to configure SAML single sign-on (SSO) between Litmus and OneLogin as the identity provider.

  • New user seat creation is not supported via SAML. Users must be created within Litmus first and then authenticated via OneLogin prior to logging into Litmus.
  • Only the Litmus account holder will be able to access and configure SAML settings on an account.
  • SAML functionality is available with a Litmus Enterprise plan.

 

1) As the Litmus account holder, log into the parent Litmus account, select “Sub-accounts” from the side menu, then “Security”, and finally the “SAML” tab in the settings.

2) Toggle on “Enable SAML.”

3) If you would like your users to only access Litmus via SSO with OneLogin, you can check the box “Force sign in with SAML.”

Note: When this option is active

  • The main Litmus account holder will still be able to sign in to Litmus using their Litmus credentials via the Litmus login screen. (This is to prevent the main account holder from getting locked out of full account administrative functionality. Other users will be forced to login via SAML)
  • Password resets using the “Forgotten Password?” option on the regular Litmus login screen will be disabled for all users

4) Select OneLogin as your IdP.

5) Take note of the “Audience URN”, “ACS (Consumer) URL Validator” and “ACS (Consumer) URL”, as you will need these when configuring a new app for Litmus within OneLogin.

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6) In a new browser tab or window (as you will need to view both OneLogin and Litmus during configuration), log in to OneLogin as an administrator and go to Administration → Apps → Add Apps.

Onelogin2

7) Look up the term “SAML Test Connector (IdP)” in the ‘Find Apps’ search box and select the result titled SAML Test Connector (IdP).”

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8) Next configure the new application by changing the display name to “Litmus”, ensuring the “Visible in Portal” option is toggled on and uploading a copy of the Litmus logo (found here) as the icon for the app. Once done, click “save” in the top right of the screen.

onelogin4

9) Once saved, navigate to the “Configuration” tab and paste in the “Audience URN”, “ACS (Consumer) URL Validator” and “ACS (Consumer) URL” from Litmus (as referenced in step 5) and click save.
Note: You may also add your “single Logout URL” at this time if you wish.

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10) Next, navigate to the “SSO” tab. Copy the “SAML 2.0 endpoint (HTTP)” field from OneLogin and paste it into the corresponding field on the Litmus SAML configuration tab (See step 1).

onelogin6

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11) Return to Onelogin SSO tab and open the X.509 Certificate by right-clicking the “View Details” link under the certificate field and selecting “Open Link in a New Tab.” Then copy the certificate using the “Copy to Clipboard” icon. Paste the X.509 Certificate into the corresponding field on the Litmus SAML configuration tab (See step 1). Once the certificate has been pasted into Litmus, click “Save SAML settings.”

onelogin8

onelogin9

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12) You are now ready to assign the Litmus application to your OneLogin users, groups or role types. To do this, return to OneLogin as an administrator and go to Administration →Users then select the relevant option within the “Users” drop-down menu.

onelogin11

13) Select the users, roles or groups that require access to Litmus, then navigate to the “Applications” tab and click the “New App” button. From here, follow the on-screen instructions and select the newly created “Litmus” application before saving.

onelogin12

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Setting up SAML/SSO with Okta https://litmus.com/help/products/setting-up-samlsso-with-okta/ https://litmus.com/help/products/setting-up-samlsso-with-okta/#comments Tue, 27 Mar 2018 13:56:54 +0000 https://litmus.com/help/?p=3486 This section explains step by step how to configure SAML single sign-on (SSO) between Litmus and Okta as the identity provider. Things to Note New user seat creation is not supported via SAML. Users must be created within Litmus first and then authenticated via Okta prior to logging into Litmus. Only the Litmus account holder…

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This section explains step by step how to configure SAML single sign-on (SSO) between Litmus and Okta as the identity provider.

Things to Note

  • New user seat creation is not supported via SAML. Users must be created within Litmus first and then authenticated via Okta prior to logging into Litmus.
  • Only the Litmus account holder will be able to access and configure SAML settings on an account.
  • SAML functionality is available with a Litmus Enterprise plan.

 

1) Log into Litmus and select “Sub-accounts” from the side menu, then “Security” and finally the “SAML” tab in the settings.

    2) Toggle on “Enable SAML.”
    3) If you would like your users to only access Litmus via SSO with Okta, you can check the box “Force sign in with SAML”.

Note: When this option is active

  • The main Litmus account holder will still be able to sign in to Litmus using their Litmus credentials via the Litmus login screen. (This is to prevent the main account holder from getting locked out of full account administrative functionality. Other users will be forced to login via SAML)
  • Password resets using the “Forgotten Password?” option on the regular Litmus login screen will be disabled for all users
    4) Select Okta as your IDP.
    5) Take note of the Post-back URL and the Audience URI, as you will need these when configuring a new App for Litmus within Okta.

saml1

    6) Log in to Okta as an administrator, go to Admin → Applications (menu) → Applications (item)
    7) Click the “Add Application” button.

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      8) Click

Create New App

    (under the “Can’t find an app?”) heading on the left)

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    9) Select SAML 2.0 as the sign on method and click the Create button.

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      10) Enter Litmus as the name of the new app. If you wish to upload a Litmus logo (

one can be found here

    ) you can do so by clicking on the “Upload Logo” button, then click the “Next” button.

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    11) Paste the “Post-back URL” and the “Audience URI” from Litmus (as shown in step 3) into the “Single sign-on URL” and “Audience URI (SP Entity ID)” fields respectively.

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    12) On the same screen, but a little bit further down the page, you’ll see the ATTRIBUTE STATEMENTS (OPTIONAL) section. You want to add three “attributes” here:

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Once added, click the Next button to save the app settings:

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    13) When asked “Are you a customer or partner? on the final set up screen pick “I’m an Okta customer adding an internal app “, and press Finish. The app is now created.
    14) Next, navigate to the Sign On tab and save the “Identity Provider metadata” URL. To do this, right-click on the “Identity Provider metadata” link shown below the “View Setup Instructions” button and select “copy Link Address” from the options.

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    15) You can now add users or entire groups via the “Assignments” tab. Any users added will now see the Litmus app within their Okta dashboard.

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    16) Log out from Okta (you will want to test with a non-admin user in a moment) and head back to the SAML settings page in Litmus (subaccounts/security/SAML)
    17) Paste the “Identity Provider metadata” URL (from step 15) into the “Metadata URL” field.

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    18) Finish by clicking the “Save SAML settings” button.

Single sign-on will now be enabled. Any users of the Litmus account can now login in via the Litmus application within their Okta Apps view.

If “Force sign in with SAML” is also activated any users who try to log in via the Litmus Log in screen will be taken to Okta to authenticate, and then redirected to Litmus upon a successful login.

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Is Litmus GDPR compliant? https://litmus.com/help/testing/general/is-litmus-gdpr-compliant/ https://litmus.com/help/testing/general/is-litmus-gdpr-compliant/#comments Fri, 16 Mar 2018 17:44:52 +0000 https://litmus.com/help/?p=3482 What’s GDPR? The General Data Protection Regulation (GDPR), the European Union’s new privacy law, came into effect on May 25th, 2018. GDPR is designed to protect the data privacy of all individuals within the European Union, give EU citizens more control over their personally identifiable information, and will unify the patchwork of existing privacy regulations…

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What’s GDPR?
The General Data Protection Regulation (GDPR), the European Union’s new privacy law, came into effect on May 25th, 2018. GDPR is designed to protect the data privacy of all individuals within the European Union, give EU citizens more control over their personally identifiable information, and will unify the patchwork of existing privacy regulations across the EU. It’s setting new data processing standards for organizations that offer goods or services to, or monitor the behavior of, individuals within the EU.

Litmus and GDPR compliance
Litmus is GDPR compliant and Privacy Shield certified. Visit our Trust Center to learn more. If you have any questions, please don’t hesitate to reach out at privacy@litmus.com.

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Enabling SSO with SAML and your Identity Provider https://litmus.com/help/accounts/account-settings/enabling-sso-saml-identity-provider/ https://litmus.com/help/accounts/account-settings/enabling-sso-saml-identity-provider/#comments Mon, 12 Mar 2018 20:57:27 +0000 https://litmus.com/help/?p=3473 What are SSO and SAML? Single sign-on (SSO) is a way to authenticate and log into an application with just one set of credentials, rather than having to set up multiple usernames and passwords across different platforms. It’s a more secure process, as it prevents potentially losing or forgetting log-in credentials since it’s stored through…

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What are SSO and SAML?
Single sign-on (SSO) is a way to authenticate and log into an application with just one set of credentials, rather than having to set up multiple usernames and passwords across different platforms. It’s a more secure process, as it prevents potentially losing or forgetting log-in credentials since it’s stored through another service and because it allows companies to prevent access to key technologies by former employees.

SAML is an open standard for allowing single sign-on between 2 systems: A service provider (in this case Litmus) and an identity provider (that’s the system storing your organization’s user database, e.g. Okta).

Please select your identity provider below for specific setup instructions:

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How do I use Litmus Proof? https://litmus.com/help/enterprise/how-do-i-use-litmus-proof/ https://litmus.com/help/enterprise/how-do-i-use-litmus-proof/#comments Mon, 05 Mar 2018 17:15:36 +0000 https://litmus.com/help/?p=3453 What is Litmus Proof? Litmus Proof simplifies and streamlines the review and approval process. Proof 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. How do I use Litmus Proof? Whether you want to review an…

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What is Litmus Proof?

Litmus Proof simplifies and streamlines the review and approval process. Proof 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.

How do I use 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.

This guide will get you up to speed on how to quickly and easily collaborate with your team to make sure every email is the best it can be.

Who has access to Litmus Proof?

Account Holders, Admins, and Full Users can create Proof projects and invite other users on the Litmus account to comment on the Proof.

While Reviewers cannot create Proof projects or invite users to review a Proof, they can leave comments and respond to comments.

Creating a Proof Project

If your HTML already exists in a place where it can easily be emailed as a draft (i.e. if it’s in Litmus Builder or your email service provider’s editor), then the easiest way to bring that HTML into Proof is to simply email it to your Litmus Proof email address as follows. Here’s how:

  1. Navigate to Proof in the Litmus app sidebar or dashboard
  2. Click on the “New Proof Project” in the top right hand corner
  3. If you have not previously set a Proof test address, you will be prompted to create one. Once created, emails may be sent to this address at any time and a new Proof project will be created instantly
  4. Click “Copy” to place your Proof email address in the clipboard and use your ESP or Litmus Builder to send a copy of your draft to it
  5. After a few seconds, the screen should reload and your draft email will be visible inside Litmus Proof.

Create a Proof

If you do do not have the ability to easily send your draft as an email, select the “Paste your HTML” tab and paste in your HTML, then switch to “Plain Text” tab and paste in a plain text version of your email if you have one. Then click “View your Proof”.

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:

Desktop Version

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 either Litmus Builder or Litmus Checklist.

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.

Different views of Proof

Inviting Stakeholders to Review Your Proof Project

Once you’re ready for other members of your team to join you in Proof and give feedback on the email, click the “Request Feedback” button at the top right hand side of the browser.

Select which team members or Groups you’d like to invite and optionally add 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.

Invite Users

Creating Groups
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. 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.

Users & Groups

Making Comments

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:

Adding Comment

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.

Tagging Users

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.

Highlighting Text

Resolving Comments

Once a comment has been addressed, users can click on the checkbox next to “Resolve.”

Resolving Comments

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 date/time of when the comment was resolved. With this functionality, you have a full system of record for all feedback.

View all comments

Checking Links

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.

Check Links

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 upload the new version into Proof:

  1. From your Proof project, click on “Upload new version”
  2. Either send a new draft version of your email to the email address displayed on the “Send your draft email” tab, or switch to the “Paste your HTML” tab and paste in both your HTML and plain text versions and click “Update”.
  3. In a few seconds your Proof project will be updated with the new draft email.

Note: When emailing in a new draft, the destination email address displayed is not exactly the same as the static address used when you want to start a new Proof project. The one displayed here includes a unique identifier to ensure that the new draft gets attached to the correct Proof project. Always copy the email address every time from this screen.

Upload New Version

Viewing Previous Versions of Your Proof Project

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.

View Versions

Next to each version is a “View” link which will load in the old version of your email.

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Have any additional questions? Reach out to hello@litmus.com. We’re happy to help!

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