CopyLoop documentation

Use these guides to find the CopyLoop screen you need, complete a task, and check the result.

Start here

1. CopyLoop overview — Understand the main product areas and how they work together.
2. Set up your workspace — Set the workspace name, timezone, brand, and member access.
3. Send your first broadcast — Create and publish an email, select a list, then send now or schedule it.

Loop, Brand, and content

• Work with Loop to start from the right page and act on a proposal.
• Set up Brand by adding a Reference Document, reviewing Brand Voice, and creating an audience.
• Draft and revise with Loop from Draft with Loop or an existing content page.

Email marketing

• Set up email marketing for a sending domain, contacts, an email, and a broadcast.
• Create broadcasts for scheduled or immediate sends to an eligible audience.
• Build automations that respond to contact, form, email, CRM, website, and commerce activity.
• Open analytics reports for email, source, commerce, automation, deliverability, and data-quality activity.

Integrations

• Integration overview — Find the right connection for the data you want to bring into CopyLoop.
• Application Sources — Send customer identity, events, and consent evidence from a server-side application.
• Website and WordPress connector — Connect website activity, attribution, forms, and supported commerce events.
• Salesforce — Sync Salesforce leads, contacts, and account context into a dedicated CopyLoop list.

Reference

Looking for a specific detail? Browse the reference guides for contacts, lists, and segments, sending domains, contact status and suppressions, Studio approvals, and Loop context and proposals.