Emails and reusable assets

The Emails area holds the messages used by broadcasts and automations. You can edit and test a draft without sending it, then publish a version when it is ready to use.

Create 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. Use Compose to build the message. Select a block to edit its content and settings, and use the desktop or mobile button above the canvas to change the preview size.
4. Use Details for the subject line, preview text, internal label, Brand, sending domain, From address, reply-to option, and plain-text fallback.
5. Choose Save if you want to save immediately. Draft changes also save automatically after you stop editing.

The internal label appears in CopyLoop but is not shown to recipients.

Use the Review tab

Open Review to see CopyLoop’s checks for the current draft. The summary shows the total number of checks and how many passed, produced a warning, or found an issue.

The results are grouped into:

• Content, including subject length, content length, and merge fields
• Links & Images, including link validation, live-text balance, and image alt text
• Accessibility, including color contrast and custom HTML warnings

Return to Compose or Details to fix a warning, then open Review again to see the updated result. The detail beneath each check explains what CopyLoop found.

Send a test

Choose Send Test in the email header and enter the recipient’s email address. If the message uses contact merge fields, you can also choose a contact under Personalize as. The proof arrives with [TEST] in the subject. A test does not publish the email or send it to a list.

Publish a version

Choose Publish email for the first published version, or Publish changes after you edit an already published email. Confirm Publish in the dialog.

If automations already use an earlier version, the publish dialog shows them next. Select the automations you want to update, or keep them on their current version. Publishing does not send the email.

See where an email is used

Open Usage to see the broadcasts and automations linked to the email. Open Versions to view published versions and their usage. Unpublished changes never appear in broadcasts or automations. A broadcast can follow the latest published version or remain pinned to a specific one. When you publish an email change, select which automations should move to the new version; automations you do not select keep using their current version.

Choosing Archive makes the email read-only and prevents it from being selected for a new broadcast or automation. Existing usage remains visible.

Continue with Send your first broadcast or Automations.