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July 2026

The documentation is now organized around three complete customer journeys:

  • run email marketing
  • work with the Loop agent
  • connect customer data from websites, applications, WordPress, and Salesforce

Internal documentation-maintenance guidance was removed from the public site.

New and rewritten pages cover:

  • a safe email marketing quickstart
  • reusable Emails and Broadcasts
  • Contacts, Lists, Segments, and hygiene
  • Automations and Forms
  • Analytics and deliverability
  • sending-domain and approval workflows

New Loop guidance explains context, conversations, proposals, applying or dismissing changes, and the boundary between preparing an email and authorizing delivery.

New integration guidance helps customers choose among:

  • application contact webhooks
  • the CopyLoop Connector for WordPress or custom websites
  • CopyLoop Forms
  • Salesforce
  • CSV import

The application guide includes server-side secret handling, durable delivery, idempotency, retry behavior, verification, consent boundaries, and production operations.