Loop builder
Loops let you send emails based on something happening, like a contact property updating, a new contact being created or an external event happening in another platform.
Getting Started
To start building your Loop, select a template or start from scratch.
Templates are added often and we’re always open to taking suggestions!
Building a Loop
A Loop is an email sequence that can be triggered by different events, and containing emails, delay timers and branches.
Triggers
You have four trigger options:
- Contact added: Triggered whenever a contact has been added to your audience. Only contacts who have been added via API, Zapier, or Segment will be added based on this Trigger. Contacts uploaded via CSV or added individually to the audience table will not be included.
- Contact updated: Triggered whenever a contact property changes from one property to another. Can also conditionally trigger only if the previous property matches the inputted value.
- Contact added to list: Triggered whenever a contact is added to a mailing list.
- Event received: Enter any custom event name to trigger an email based on interactions in your app. Common custom events are
signUp
,canceled
andactivated
.
You can read more about triggers here.
Timer
A Timer adds a fixed time period between two nodes in the loop.
For example, you could add a “3 day” timer after a “Contact added” trigger to send an email three days after a signup.
You can select the “Immediately” option to bypass the timer or any increment of time to extend the duration of the Loop.
You can add multiple timers to your loops, to add delays in different parts of your workflow.
Audience filters
By combining an audience filter with a loop trigger, you can create fine-tuned Loops to target specific contacts.
For example, you can check in with contacts that have not signed up as a paying user 3 days after signing up by setting the Custom Event to signup
the Timer duration to 3 days and the audience filter to paid
equals false
.
By combining events, timers and the audience filter, you should be able to target contacts at any stage of the lifecycle.
Metrics
Click over to the Metrics tab to view simple metrics inline within the builder.
Click View full metrics to view detailed metrics for your Loop.
Testing Loops
You can test if a Loop works as expected by using email addresses with @example.com
and @test.com
domains (for example [email protected]
and [email protected]
).
First, add these as contact in your audience, then depending on how your Loops are set up, you can add and update properties, or send events to these email addresses to see how contacts move through your Loops.
Emails will not be sent to @example.com
or @test.com
email addresses so this is a good method to test emailing contacts without affecting your sending domain’s reputation.
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