Email marketing quickstart

This quickstart takes you from a new workspace to a test broadcast sent to a small internal list. It uses the same Emails and Broadcasts screens you will use for a live send.

Before you start

You need access to CopyLoop Email Marketing, permission to add DNS records for the sending domain, your company’s postal address, and an email address you can use for the test.

The contacts used for a live broadcast must be eligible to receive marketing email. For this quickstart, use your own address or an internal test list.

1. Confirm brand and company details

Open Settings → Brands and confirm the active brand. Review the brand name and company details used by your email footer and sending workflow.

2. Verify a sending domain

1. Open Settings → Sending Domains.
2. Add the domain you intend to use. CopyLoop recommends a dedicated subdomain such as mail.example.com.
3. Copy the DNS records exactly into your DNS provider.
4. Return to CopyLoop and choose Verify after the records have propagated.
5. Confirm that the sender address you plan to use matches the verified domain.

The domain must show as Domain Verified before it can be used for sending. See Sending domains if a DNS record does not verify.

3. Create a small internal list

1. Open Contacts.
2. Select the Lists tab and choose New List.
3. Enter a name, such as Internal email test.
4. Return to Contacts and add a few team addresses manually or with Import CSV.
5. Add those contacts to the internal list.

Open the list to see the addresses you added.

4. Create and publish an email

1. Open Emails and choose New Email.
2. Choose Draft with Loop, Start from Scratch, Import Existing HTML, or an available template.
3. Build the message in Compose. Use the desktop and mobile buttons above the canvas to preview both widths.
4. Open Details and enter the subject line, preview text, and internal label. Select the Brand, verified sending domain, From name and address, and reply-to option.
5. Open Review. Work through any warnings or issues under Content, Links & Images, and Accessibility.
6. Choose Send Test, enter an internal address, and send the proof.
7. Choose Publish email, then confirm Publish.

An email is a reusable asset. Publishing it does not send it.

5. Create the broadcast

1. Open Broadcasts and choose New Broadcast.
2. Select the published email.
3. In Setup, add the internal list under the included audience.
4. Choose Calculate and check the recipient count. Confirm the Brand, sender, domain, reply-to, and footer details shown on the page.
5. Choose Save.
6. Choose Send Test if you want one more proof using the broadcast settings.
7. Choose Send and confirm the delivery summary, or choose Schedule from the actions menu.

If something is not ready, hover over a disabled Send Test or Send button to read what needs attention. Setup also shows audience calculation and overlap messages. Correct the named setting, choose Recalculate if the audience changed, and save again.

6. Verify the result

Open the received message and try its links, including the unsubscribe or preference link. In CopyLoop, the broadcast moves from Sending to Sent when delivery processing finishes. Open Analytics → Email Performance to find the broadcast and its delivery results.

Continue with Send your first broadcast, Contacts, lists, and segments, or Automations.