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Customer portal

Welcome to Loops, the platform for SaaS email.

This is your guide to getting started with Loops. If you're new to setting up email for your SaaS company, this is the guide you should start with.

Loops is an email platform, that helps you send marketing and transactional emails from our app, API and integrations.

With Loops, you can track events and contact properties and then use that information to send emails to increase revenue, engagement or just generally improve your user's experience of your app.

The first step is to set up your domain, so you can send emails through Loops. You need to do this before you can send any emails.

We send from your domain so your emails appear as if they are coming from you.

 subdomain but you can send from your root domain if you'd prefer.

To set up your domain in Loops, you need to add some MX, TXT and CNAME records to your domain's DNS settings so that we can verify that you own the domain you want to send emails from.

Once you've set up your domain records, you'll be able to start sending emails!

You can always send the records to a developer to help you integrate them. Read how to 

To send marketing and product emails to your contacts, you will need to import those contacts into Loops.

Note: this isn't required if you only plan to use transactional email, as those contacts can be emailed directly via the API.

If you have any existing contacts, i.e from a waitlist, your early access users, a database or your audience on a different platform, you can get started by importing them via CSV.

The most popular path is to import a CSV of existing contacts, then going forward automatically add contacts using our API, a form or an integration.

Contacts are unique users in your Loop's audience. We use email and a unique identifier to distinguish contacts. The only required field a contact must have is an email.

Contact properties are additional pieces of information you can associate with a contact. They can include things like name, location, job title, and more.

 like name, user group and source, but you are free to add any number of 

 and send more targeted emails to specific groups.

For example, you could send a promotional email only to contacts with a certain job title or to those in a specific user group.

Adding a form to your site is one (popular) way to automatically add new contacts to your Audience.

Even if you're adding contacts programmatically via API or integration, in most cases you'll also want to have an input form on your page to collect emails for newsletters or product updates.

To add a form to your site, head over to the 

You will see a handful of customization options including the form style, placeholder text, success message, font, font color, button color, and more.

Make as many changes as you need to create a form that matches your brand.

When you have finished customizing your form, simply copy the HTML or JSX that is automatically generated and paste it into your site.

For more flexibility, you can create custom HTML forms that work with Loops. 

To create your first email, first select the type of content you'll be sending. You can send email as a campaign, loop or transactional email. You can also choose to start with a 

 are single marketing emails sent to a group (e.g. newsletters, product updates, announcements, investor updates), 

 are automated emails sent based on specific triggers or conditions (e.g. onboarding sequences) and 

 emails are one-off emails sent to a single person (e.g. forgot password, two-factor authorization codes, receipts). 

In this example, we will build a product update (a campaign), which could be sent to your users if you're building a SaaS. They should be sent monthly or at a faster cadence depending on shipping speed and contain a high-level overview of what you shipped over the last 30 days.

 button on the Home screen, followed by 

Then we’re going to personalize by adding 

You can preview your email any time by hitting the paper airplane icon in the top right of the editor window.

Once you're finished with the email content, click 

 in the top right to choose your audience.

Now we'll select the audience segment to whom we'll be sending the update.

Since we're sending a product update, we want to send it to our entire audience so we won't be adding any audience filters.

If you'd like to segment your audience, just click 

 button top right and you'll see options to send the email immediately or to schedule it for a time in the future.

 one last time to see a review of your email and settings (you can also see a preview of your email, too). If you're happy with how everything looks, click 

By the way, you can cancel the scheduled send at any time between the send time and now to update it, or you can just send it right away.

We suggest that new Loops users warm up their new sending domain with a welcome email sequence. A slow ramp up of emails sent to highly-engaged recipients will help prepare your domain for larger campaigns later on (

You can create an onboarding or welcome sequence using what we call "loops".

We'll start with the "Introduce yourself" template. This will create a loop with a "Contact added" trigger (meaning every new contact will be added to the loop), with an already-written introduction email ready for you.

Edit the email and when you're ready to make it live, click 

 to create more complex workflows, sending contacts down different branches depending on contact properties or even whether they've interacted with campaigns you've sent from Loops.

You'll likely need to send a password reset, login or other automatic email that confirms a user action.

These non-promotional emails are considered 

 and are the 1:1 emails that are sent to a single contact via API or integration.

They're included in all paid Loops plans, and also included within the 2,000 monthly sends available in the 

Next, it’s time to write and style your email.

We recommend following a similar style across all of your Transactional emails. You can do this using the 

Let’s create a Password Reset email together.

Add copy and styling, and then to add dynamic content click the 

These data variables will be populated with real content when you send the email using the API.

 button top right to view the data needed in your API call.

 to finalize the email. Copy the payload details and the ID; you'll need these to send the email using the API.

 to the transactional endpoint (or use the 

POST https://app.loops.so/api/v1/transactional


You will need the payload copied from before. Make sure to include values for all of the data variables you added to the email.

Chris

To test sending transactional emails you can use an API tool like [Postman](https://www.postman.com), [Httpie](https://httpie.io) or [Insomnia](https://insomnia.rest) to make API requests.

Loops integrates with thousands of other platforms, making it easy to send email to your audience, users or customers, regardless of where they originate.

Set up connections to different apps using a tool like 

 lets you easily sync customers and send automated emails based on payment events.

Whether you’re sending your very first emails for your business or are switching over from another service, we’re always here to help!

 widget in the bottom right-hand corner. Click it to receive instant support.

💬 Do you prefer live chat? Click and chat!

Quickstart

Steps for adding a sending domain to your account.

When you set up your account for the first time, you need to set up your domain records in order to start sending email. We'll be sending email on your behalf, so we need to verify that you own the domain you're sending from.

Here's how to set it up in just a few steps.

Step 1: Navigate to your domain settings page

These are SPF, DKIM and MX records that need to be set up in your domain zone editor inside of your domain registrar like Namecheap, Google Domains, AWS, Godaddy or elsewhere.

Next to each record is a clipboard icon. You can use this to copy the records to your clipboard and easily paste them into your domain registrar.

This is indicated below by “yourcompany.com”. This will have your domain listed. If you'd like to change domains, you can do so in the 

Once you have copied your records to your registrar, click this button to verify they have been set up correctly.

Copy and paste the records one by one into your registrar.

 (indicated as TXT, CNAME and MX) in setting up your records, 

 the title of the record e.g. SPF, DKIM, MX.

Loops' records for SPF are at envelope.sendingdomain.com, meaning they won't collide with any other SPF records you have set up. We specify a DMARC record so that you have one, but you can also just have a single DMARC at the root domain level. DNS records can be added from the "DNS" page within a website.

Click **Add record** to open the form. Select a "Type" (TXT, MX or CNAME), then paste the "Name" and "Value" information.

[Read the guide](https://developers.cloudflare.com/dns/manage-dns-records/how-to/create-dns-records/#create-dns-records)

Be sure to set the proxy to “DNS Only” for the CNAME records:
![](https://mintlify.s3.us-west-1.amazonaws.com/loops/images/cloudflare.png)


Dreamhost is currently unsupported in full because you cannot add custom MX records. For GoDaddy, [read this guide](https://www.godaddy.com/help/manage-dns-records-680). Google Domains (and potentially other providers) combine the mail server and priority inputs into a single line. So if you receive an error like this when setting up the domain, make sure to instead type out the input like this: `10 feedback-smtp.us-east-1.amazonses.com` ![](https://mintlify.s3.us-west-1.amazonaws.com/loops/images/google-domains.png) Google domains will also include quotes “ “ around some record names. This is expected and will not impact anything. Go to the **Advanced DNS** page for your domain.

If you are using the automatic Gmail/Gsuite integration with Namecheap, you
will need to disable the automatic integration and switch to **Custom MX** in the **Mail Settings** dropdown. You then need to [add an MX record](https://support.google.com/a/answer/174125#current\&legacy\&zippy=%2Cgoogle-workspace-current-version-later) to set up Gmail on your domain again.

Then you can add Loops' MX records by clicking **Add new record** in the "Mail Settings" section and pasting in the values provided in Loops. Click the `✓` icon to save each record.

![](https://mintlify.s3.us-west-1.amazonaws.com/loops/images/namecheap-1.png)

Add the TXT and CNAME records by clicking **Add new record** in the "Host Records" section.

![](https://mintlify.s3.us-west-1.amazonaws.com/loops/images/namecheap-2.png)


For Route 53, [read this guide](https://docs.aws.amazon.com/Route53/latest/DeveloperGuide/resource-record-sets-creating.html). For adding your records to Squarespace, [read this guide](https://support.squarespace.com/hc/en-us/articles/31120985010957-DNS-records-for-email#toc-option-2---add-custom-records-manually).

Note that you might need to trim a trailing period from the record values.


Unfortunately, Wix DNS [does not support subdomains](https://support.wix.com/en/article/request-connecting-a-mailbox-to-a-subdomain) for MX records when your nameservers are pointed at Wix.

If you purchased a domain outside of Wix, you should use the ["Pointing" method](https://support.wix.com/en/article/connecting-a-domain-to-wix-using-the-pointing-method) for your domain, which will let you set up DNS records externally a domain registrar. Then you can add records using [this guide](https://support.wix.com/en/article/managing-dns-records-in-your-wix-account).


Make sure you enter the “Priority” while setting up your MX record. In most registrars this is done by formatting it like “10 \{pastedrecordname}”. Occasionally you will be asked to place it on a separate line. Just make sure to read the instructions on the page as you set up your MX record and if you have any questions, just ping [adam@loops.so](mailto:adam@loops.so)

Step 4: Verify your records are set up correctly

After you have copied and pasted your records into your domain registrar, click 

 at the bottom of the page to check your configuration is correct.

Sometimes records can take up to an hour to propagate across all the servers. During that time you may see different records validate. This is totally normal, just check back later.

If the domain is set up correctly, you should see a page like the one below. If not, check back soon; sometimes records can take some time to propagate.

Notice the "Records present" in green next to each record section.

Confused or have questions? Just shoot us an [email](mailto:adam@loops.so) 🙂

Setting up your domain

A guide for creating and sending emails with Loops.

So you're ready to send your first email from Loops!

Let's go through some best practices and then see how creating an email works.

Here are some important things to know and bear in mind when sending email with Loops.

We have a “low-html” editor, which means your emails send with a minimal amount of styles applied. We do this so your emails are highly readable and so they're more likely to not be placed in the spam folder or deprioritized in the inbox by your email provider.

Try not to use sensational copy like “sale”, “discount” or exclamation points in your emails.

It's also important to keep your emails short and to the point. Use an efficient subject line that encourages the reader to open the email and get to the point quickly in the body of the message.

Use personalization when possible to make the message more engaging and relevant to the reader by 

First, choose which type of email you want to send: a campaign, a loop or a transactional email.

To send your first email, simply choose a template or start an email from scratch.

Along with the email subject, you can determine some of the sending settings, like the "From" sending address.

, where you can specify the From email address (which is always tied to your sending domain), Reply to email and the Preview text (typically shown in email clients just beneath the Subject). For loops and transactional emails you can also specify a 

You can include dynamic variables in these fields, too, making them personalized for each recipient of your campaigns, loops and transactional emails. Just click the contact property, event property or data variable icon next to each field.

You may want to add contact data into your emails, for example, a first name or a purchased product's name. You can do this by adding dynamic content to your email.

When you design an email with Loops, you can add instructive screenshots, GIFs, or images to create an engaging email.

Simply drag and drop any image (including GIFs!) into the editor.

You can also easily add links, lists, buttons and dividers to create more engaging and useful emails.

We also offer a styling panel to customize design elements like font size, text color, background color, borders and spacing.

Once you are happy with the design of your email, you can preview it in your email client.

 icon in the top right corner of the email editor to send a test email to yourself or anyone on your team from the "Send a Preview Email" modal.

If you have dynamic content in your email, you can add custom content on the 

You can also test sending emails by using email addresses with 

 domains. This will not actually send emails but is a great way to test loops, schedule campaigns, or test transactional emails without affecting your sending domain's reputation.

Set up your email sending for the first time

You are able to select which contacts to send to, then either send it now or schedule it for later.

Wondering what the next step is to get started implementing emails for your SaaS? Check out the 

Not to worry! Just email our support team at 

Sending your first email

A Campaign is the right type of email for a one-off send to your audience or a segment of your audience.

Hit “Create” in the top right corner of your Loops dashboard.

Select “Campaign” in the popup module.

Enter the subject line, preview text, and content of the email.

Schedule the email to send later or send it immediately.

A Loop is an email that is triggered by an event, a contact being added to your audience, or a contact property update.

For more information on sending your first Loop, 

A Transactional email is an automated message that is triggered by a specific contact action.

For more information on sending your first Transactional messages, 

Are you stuck and wondering exactly how you should be setting up your email flows within Loops?

 and we will help get you set up. Learn about the three types of emails that you can send with Loops: Campaigns, Loops, and Transactional.

Start using these features today to enhance your email communication strategy!

Get Started

Quickstart

Setting up your domain

Sending your first email

Types of emails