Importing contacts into Loops
Sending a product update email
Collecting signups with a form
A multi-day onboarding sequence
Migrating your transactional email to Loops
Ongoing support
Getting Started
Getting Started
Getting Started
This is your basic guide to getting started with Loops. If you're new to setting up email for your SaaS company, this is the basic guide you should start with.
This is your basic guide to getting started with Loops. If you're new to setting up email for your SaaS company, this is the basic guide you should start with.
This is your basic guide to getting started with Loops. If you're new to setting up email for your SaaS company, this is the basic guide you should start with.
What we'll be covering
Importing contacts into Loops
Sending a product update email
Collecting signups with a form
A multi-day onboarding sequence
Migrating your transactional email to Loops
Ongoing support
Importing contacts into Loops
Sending a product update email
Collecting signups with a form
A multi-day onboarding sequence
Migrating your transactional email to Loops
Ongoing support
Importing your existing contacts
To send marketing and product emails to your contacts, you will need to import those contacts into Loops.
This isn't required if you only plan to use transactional email, as those contacts can be emailed via API.
If you have any existing contacts, potentially from a waitlist, your early access users, a database or your audience on a different platform, you can get started by importing existing them via CSV.
Importing contacts
To send emails marketing and product emails to your contacts, you will need to get import them into Loops.
This isn't required if you only plan to use transactional email, but in most cases you will want to import any existing contacts you have into Loops.
If you have any existing contacts, potentially from a waitlist, your early access users, a database or your audience on a different platform, you can get started by importing existing them via CSV.
Importing your existing contacts
To send marketing and product emails to your contacts, you will need to import those contacts into Loops.
This isn't required if you only plan to use transactional email, as those contacts can be emailed via API.
If you have any existing contacts, potentially from a waitlist, your early access users, a database or your audience on a different platform, you can get started by importing existing them via CSV.
Uploading existing contacts via CSV
Head over to the Audience page then click “Import Contacts”. Drag and drop a CSV file and map your CSV columns to your contact properties.
Uploading existing contacts via CSV
Head over to the Audience page then click “Import Contacts”. Drag and drop a CSV file and map your CSV columns to your Audience properties.
Uploading existing contacts via CSV
Head over to the Audience page then click “Import Contacts”. Drag and drop a CSV file and map your CSV columns to your contact properties.
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Contact properties are the attributes a contact has associated with them in Loops. They can track states like whether a contact is free, paying, canceled or the user group the contact is in.
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Contact properties are the attributes a contact has associated with them in Loops. They can track states like whether a contact is free, paying, canceled or the user group the contact is in.
Importing new contacts automatically
After importing your existing contacts via CSV, you'll want to continue updating that list with a continuous import from an automatic source.
Currently, we support importing contacts programmatically via:
REST API
Zapier
Segment
Census
Make
Framer
Webflow
Typedream
Carrd
Read more about adding your contacts to Loops in our official docs.
A typical process is to upload a CSV to backfill existing contacts then update those contacts and add new ones going forward with an integration, form or API request.
Newly added contacts will update existing contacts so you're safe to backfill with a CSV then connect an integration or our API to keep the contacts up to date going forward.
Most teams choose to build their audience this way, especially if they're migrating from a different platform.
Importing new contacts automatically
After importing your existing contacts via CSV, you'll want to continue updating that list with a continuous import from an automatic source.
Currently, we support importing contacts programmatically via:
REST API
Zapier
Segment
Census
Make
Framer
Webflow
Typedream
Carrd
Read more about adding your contacts to Loops in our official docs.
A typical process is to upload a CSV to backfill existing contacts then update those contacts and add new ones going forward with an integration, form or API request.
Newly added contacts will update existing contacts so you're safe to backfill with a CSV then connect an integration or our API to keep the contacts up to date going forward.
Most teams choose to build their audience this way, especially if they're migrating from a different platform.
Importing new contacts automatically
After importing your existing contacts via CSV, you'll want to continue updating that list with a continuous import from an automatic source.
Currently, we support importing contacts programmatically via:
REST API
Zapier
Segment
Census
Make
Framer
Webflow
Typedream
Carrd
Read more about adding your contacts to Loops in our official docs.
A typical process is to upload a CSV to backfill existing contacts then update those contacts and add new ones going forward with an integration, form or API request.
Newly added contacts will update existing contacts so you're safe to backfill with a CSV then connect an integration or our API to keep the contacts up to date going forward.
Most teams choose to build their audience this way, especially if they're migrating from a different platform.
Send a product update
You should send product updates 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.
To send a product update, we’ll start by creating a Campaign. A campaign is an email sent to a group of contacts one time. That makes it a perfect fit for a product update.
Here’s an example of what we’ll be building. This is an actual product update email I sent out.
Send a product update
You should send product updates 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.
To send a product update, we’ll start by creating a Campaign. A campaign is an email sent to a group of contacts one time. That makes it a perfect fit for a product update.
Here’s an example of what we’ll be building. This is an actual product update email I sent out.
Send a product update
You should send product updates 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.
To send a product update, we’ll start by creating a Campaign. A campaign is an email sent to a group of contacts one time. That makes it a perfect fit for a product update.
Here’s an example of what we’ll be building. This is an actual product update email I sent out.
To get started, click the “Create” button on the Home screen, followed by “Campaign”.
Then we’re going to personalize and style it.
Then we’re going to personalize and style it.
Then we’re going to personalize and style it.
💡
You can preview your email any time by hitting the paper airplane icon in the top right of the editor window.
💡
You can preview your email any time by hitting the paper airplane icon in the top right of the editor window.
Then I'll click the "Next" button in the top right to choose my audience.
Now we'll select the Audience segment to whom we'll be sending the update.
Since we're sending a product update, I want to send it to our entire audience so I won't be adding any audience filters.
If you'd like to segment your audience, just click "Add filter".
Then I'll click the "Next" button in the top right to choose my audience.
Now we'll select the Audience segment to whom we'll be sending the update.
Since we're sending a product update, I want to send it to our entire audience so I won't be adding any audience filters.
If you'd like to segment your audience, just click "Add filter".
Then I'll click the "Next" button in the top right to choose my audience.
Now we'll select the Audience segment to whom we'll be sending the update.
Since we're sending a product update, I want to send it to our entire audience so I won't be adding any audience filters.
If you'd like to segment your audience, just click "Add filter".
Click the "Next" button top right and then I'll schedule it for Tuesday morning.
Click the "Next" button top right and then I'll schedule it for Tuesday morning.
Click the "Next" button top right and then I'll schedule it for Tuesday morning.
Click “Next” one last time, followed by “Schedule send” on the last page and we're done!
The email is now scheduled to go out.
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.
Add a form to your site
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 Forms page, available on left nav bar.
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 or use one of our connectors under "Third party forms".
Add a form to your site
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 Forms page, available on left nav bar.
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 or use one of our connectors under "Third party forms".
Add a form to your site
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 Forms page, available on left nav bar.
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 or use one of our connectors under "Third party forms".
When finished customizing your form, simply copy the HTML (or JSX) that is automatically generated and paste it into your site.
Create an onboarding Loop to onboard new users
One Loop every SaaS should have is an onboarding Loop.
This will onboard new contacts over a series of days after they register for your platform.
To create a multi-day onboarding sequence, we’ll use a Loop.
Loops are sequences of emails that are sent over a period of time as contacts match a trigger such as an event fire (eg signup), contact properties updated (eg free -> paid)or contact added (a new contact is added to your audience).
To get started, click the “Create” button on the Home screen, followed by “Loop”.
Create an onboarding Loop to onboard new users
One Loop every SaaS should have is an onboarding Loop.
This will onboard new contacts over a series of days after they register for your platform.
To create a multi-day onboarding sequence, we’ll use a Loop.
Loops are sequences of emails that are sent over a period of time as contacts match a trigger such as an event fire (eg signup), contact properties updated (eg free -> paid)or contact added (a new contact is added to your audience).
To get started, click the “Create” button on the Home screen, followed by “Loop”.
Create an onboarding Loop to onboard new users
One Loop every SaaS should have is an onboarding Loop.
This will onboard new contacts over a series of days after they register for your platform.
To create a multi-day onboarding sequence, we’ll use a Loop.
Loops are sequences of emails that are sent over a period of time as contacts match a trigger such as an event fire (eg signup), contact properties updated (eg free -> paid)or contact added (a new contact is added to your audience).
To get started, click the “Create” button on the Home screen, followed by “Loop”.
Then, we’ll create a new email and customize it in the same way as we did with the Campaign.
After that, we’ll add the email to the Loop and set a time delay using a Timer for when it should be sent.
Repeat this process for each additional email in the sequence and set the appropriate time delay for each one.
You can add audience filters for things like excluding paid users from the journey before each email is sent.
Then, we’ll create a new email and customize it in the same way as we did with the Campaign.
After that, we’ll add the email to the Loop and set a time delay using a Timer for when it should be sent.
Repeat this process for each additional email in the sequence and set the appropriate time delay for each one.
You can add audience filters for things like excluding paid users from the journey before each email is sent.
Then, we’ll create a new email and customize it in the same way as we did with the Campaign.
After that, we’ll add the email to the Loop and set a time delay using a Timer for when it should be sent.
Repeat this process for each additional email in the sequence and set the appropriate time delay for each one.
You can add audience filters for things like excluding paid users from the journey before each email is sent.
Follow this same process for other common user flows like:
canceled user win-back sequence
waitlist management
upgrading a freemium user to a paid tier
retention
activating new users
Follow this same process for other common user flows like:
canceled user win-back sequence
waitlist management
upgrading a freemium user to a paid tier
retention
activating new users
Follow this same process for other common user flows like:
canceled user win-back sequence
waitlist management
upgrading a freemium user to a paid tier
retention
activating new users
Send a Transactional email
It is likely you'll need to send a password reset, login or other automatic email that confirms a user action.
These non-promotional emails are considered Transactional emails and are the 1:1 emails that are sent to a single contact via API or integration.
They're also included in any paid Loops plan, so may as well give it a try. :)
Send a Transactional email
It is likely you'll need to send a password reset, login or other automatic email that confirms a user action.
These non-promotional emails are considered Transactional emails and are the 1:1 emails that are sent to a single contact via API or integration.
They're also included in any paid Loops plan, so may as well give it a try. :)
Send a Transactional email
It is likely you'll need to send a password reset, login or other automatic email that confirms a user action.
These non-promotional emails are considered Transactional emails and are the 1:1 emails that are sent to a single contact via API or integration.
They're also included in any paid Loops plan, so may as well give it a try. :)
To get started, click the “Create” button on the Home screen, followed by “Transactional”.
Next, it’s time to write and style your email.
We recommend following a similar style across all of your Transactional emails. Below is the actual styling we use at Loops.
Let’s create a Password Reset email together.
Next, it’s time to write and style your email.
We recommend following a similar style across all of your Transactional emails. Below is the actual styling we use at Loops.
Let’s create a Password Reset email together.
Next, it’s time to write and style your email.
We recommend following a similar style across all of your Transactional emails. Below is the actual styling we use at Loops.
Let’s create a Password Reset email together.
Click the “Next” button top right followed by “Show Payload” to review the displayed API Details.
Hit “Publish” to finalize the email. Copy the payload details and the endpoint, then use a tool like Postman to test the send.
Hit “Publish” to finalize the email. Copy the payload details and the endpoint, then use a tool like Postman to test the send.
Hit “Publish” to finalize the email. Copy the payload details and the endpoint, then use a tool like Postman to test the send.
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Need a more detailed explainer on sending Transactional Emails with Loops? We have a guide for that.
💡
Need a more detailed explainer on sending Transactional Emails with Loops? We have a guide for that.
Get ongoing support
Whether you’re sending your very first emails for your business or are switching over from another service, we’re always here to help!
Every page of Loops has a small ? widget in the bottom right-hand corner. Click it to receive instant support.
💬 Do you prefer live chat? Click and chat!
💌 Do you prefer email? Send away
🧑💻 Do you prefer a video call? Book it
Get ongoing support
Whether you’re sending your very first emails for your business or are switching over from another service, we’re always here to help!
Every page of Loops has a small ? widget in the bottom right-hand corner. Click it to receive instant support.
💬 Do you prefer live chat? Click and chat!
💌 Do you prefer email? Send away
🧑💻 Do you prefer a video call? Book it
Get ongoing support
Whether you’re sending your very first emails for your business or are switching over from another service, we’re always here to help!
Every page of Loops has a small ? widget in the bottom right-hand corner. Click it to receive instant support.
💬 Do you prefer live chat? Click and chat!
💌 Do you prefer email? Send away
🧑💻 Do you prefer a video call? Book it
Ready to send better email?
Ready to send better email?
Ready to send better email?
Loops is a better way to send product, marketing, and transactional email for your SaaS company.
Loops is a better way to send product, marketing, and transactional email for your SaaS company.