Once you create your Email Template-type document, you can use the Litmus integration to generate a set of previews for your template. Litmus displays the Veeva HTML rendition of your email template on several devices, operating systems, and browsers in Vault. With this email preview, you can see how your email appears on various email clients. Note that preview emails must be configured by an Admin.
How to Generate a Preview Email
- Open an Email Template document.
- From the Actions menu, click Generate Preview Email. This process may take a few minutes.
- To open a specific preview rendition, click the thumbnail.
- Click Close to return to the main preview page.
- To return to the Doc Info page, click Back to previous page.
- To return to your Litmus previews, click View Email Preview* in the Actions menu.
*If you or another user in your Vault have recently generated an email preview and you have not versioned your email template, the Actions menu displays View Email Preview instead of Generate Preview Email.
Only one Litmus preview is generated per version.
Vault can generate up to 25 email previews per month.
Supported Email Clients
- Desktop
- Office Outlook 365 (with dark mode)
- Apple Mail 16 (with dark mode)
- Mobile Phone
- iPhone 15, iPhone 15 Plus (with dark mode)
- Android 11 (with dark mode)
- Tablet
- iPad Pro (10.5, 11, and 12.9”)
- Web (Gmail, Yahoo, & Outlook)
- Firefox
- Google Chrome
- Microsoft Edge
Related Permissions
| Type | Permission Label | Controls |
|---|---|---|
| Security Profile | Application: Approved Email | Grants the ability to use Approved Email. |
| Document Role | View Document | Grants the ability to view the document. |