CopyLoop documentation

Use these docs to configure your workspace, create marketing with Loop, run email campaigns and automations, and connect CopyLoop to the systems your team already uses.

Start here

1. CopyLoop overview — Understand the main product areas and how they work together.
2. Set up your workspace — Configure your workspace, Brand, Knowledge Base, sending identity, and team access.
3. Send your first broadcast — Build an email, select an internal test audience, and verify the complete sending flow.

Loop, Brand, and content

• Work with Loop to plan, create, and revise marketing with the relevant campaign context in view.
• Build your Brand and Knowledge Base from approved source material, positioning, terminology, audiences, and voice guidance.
• Draft and revise with Loop using clear requests, source material, and focused revision steps.

Email marketing

• Set up email marketing for contacts, email assets, sending, and internal testing.
• Create broadcasts for scheduled or immediate sends to an eligible audience.
• Build automations that respond to contact, form, email, CRM, website, and commerce activity.
• Review analytics for engagement, deliverability, attribution, and customer activity.

Integrations

• Integration overview — Select the appropriate connection for the system and workflow involved.
• Application webhooks — Create or update contacts from a web or mobile application.
• Website and WordPress connector — Connect website activity, attribution, forms, and supported commerce events.
• Salesforce — Bring selected CRM context into contacts, segmentation, attribution, and automation.

Reference

Use the reference documentation for contacts, lists, and segments, sending domains, contact hygiene, approvals, and AI authoring.