Send your first broadcast

A broadcast sends one published email to the lists and segments you select. This guide follows the current Emails and Broadcasts screens from a new email through delivery.

1. Create the email

1. Open Emails and choose New Email.
2. Choose Draft with Loop, Start from Scratch, Import Existing HTML, or a template.
3. In Compose, add and arrange the email content. Use the desktop and mobile preview buttons to see how the layout changes.
4. Open Details and enter the Subject line, Preview text, and Internal label. The internal label is visible only in CopyLoop.
5. In the same tab, choose the Brand, sending domain, From name and address, and reply-to option.

Your changes save as a draft. Creating or editing the email does not send it.

2. Review and publish the email

1. Open Review. CopyLoop groups its checks under Content, Links & Images, and Accessibility.
2. Read each warning or issue, then return to Compose or Details to update the email. The checks include merge fields, link validation, image alt text, and color contrast.
3. Choose Send Test to send the current draft to yourself or another contact.
4. When you are ready, choose Publish email, then confirm Publish.

Publishing creates a version that a broadcast or automation can use. It does not deliver the email.

3. Create the broadcast

1. Open Broadcasts and choose New Broadcast.
2. Select the published email.
3. In Setup, choose at least one included list. You can then add included segments or exclude lists and segments.
4. Choose Calculate and check the recipient count. After an audience change, choose Recalculate.
5. Confirm the Brand, sending domain, From address, reply-to option, and footer details.
6. Choose Save.

At least one included list is required before segment filters can narrow the audience.

4. Send a test from the broadcast

Choose Send Test from the broadcast header. This tests the published email with the broadcast’s current sender settings without sending to the selected audience.

If Send Test or Send is unavailable, hover over the disabled button to read what needs attention. Setup also shows messages when the audience needs calculating or contains overlapping selections. Correct the setting it names, save, and try again.

5. Send now or schedule

To start immediately, choose Send and review the delivery summary before confirming.

To send later, open the broadcast actions menu and choose Schedule. Select Send on one day for one date and time, or Send over time to spread delivery between a start and end date. CopyLoop shows times in the workspace timezone. For Send over time, choose Preview schedule before you select Schedule.

Follow delivery

The broadcast page shows its current status and recipient progress. Depending on that status, you can pause, resume, cancel, or retry failed recipients. Open Analytics → Email Performance for delivery and engagement reporting.

Use Broadcasts for state and control behavior, Contacts, lists, and segments for audience controls, and Emails and reusable assets for the email tabs.