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CopyLoop brings brand context, content creation, email marketing, and connected customer data into one workspace. Choose the task you want to complete and follow that part of the app.

Choose your path

Send email marketingDeliver a test broadcast to an internal list.

Draft or improve work with LoopPrepare a reviewable draft or revision you can accept or dismiss.

Set up BrandAdd a Reference Document, review Brand Voice, and create an audience.

Connect a customer applicationAdd contacts or events from a server-side integration and follow its receipt.

Connect website activityInstall and verify CopyLoop Connector on WordPress or another website.

Connect SalesforceChoose a destination list and sync Salesforce Leads and Contacts.

Understand the main product areas

• Brand is where you keep Brand Voice, Reference Documents, Audiences, and Content Types. This gives generated work context your team can reuse.
• Loop is available on supported pages. The page or item where you open it sets the scope, and it prepares proposals you can create, apply, or dismiss.
• Campaigns stores planning context for related content.
• Studio creates and stores content for email, blog, social, landing pages, and other channels.
• Emails contains reusable email assets. Publish an email before using it in a broadcast or automation.
• Broadcasts are one-time sends to selected lists and segments.
• Automations are multi-step workflows triggered by customer or engagement activity.
• Contacts is where you manage individual contacts, lists, segments, and suppression controls.
• Forms collects contacts and consent through hosted, embedded, or popup forms when enabled for the workspace.
• Analytics includes Email Performance, Lead Sources & Forms, Commerce, Automation Activity, Deliverability, and Data Quality reports. Source-dependent reports fill in after the relevant integration starts sending activity.

How email moves through CopyLoop

1. Brand and the context in Loop can help you create an email draft.
2. Emails stores the draft and its published versions.
3. A Broadcast sends one published version, while an Automation uses a published version in a workflow.
4. Contacts, lists, segments, and suppressions determine who is eligible for delivery.
5. Analytics reports the resulting email and automation activity.

Publishing an email makes a version available to a broadcast or automation. It does not send the email on its own.

Common terms

• Workspace: the account boundary for members, billing, integrations, and settings.
• Brand: the identity and reusable context for generated work and email.
• Email: a reusable message asset.
• Broadcast: a one-time delivery of a published email.
• Automation: a workflow that reacts to a trigger and performs one or more actions.
• Planning campaign: context used while creating content. It is not the same as a broadcast.