Creating a Loop: the wizard, step by step

Starting a new loop takes four steps: name it and pick a goal and product, add the people it reaches, choose which channels Loop uses, then review the drafted emails and launch. You open it from New loop anywhere in the app, and Loop starts working the moment you launch.

Where do I start a new loop?

Every New loop entry point in Loop — the top bar, the command palette, the Loops list, and the create cards on your dashboard — leads to the same place. A plain "New loop" click takes you to a picker with suggested loops and a from-scratch option; clicking a channel-specific card on your dashboard skips the picker and drops you straight into the wizard with that channel pre-selected.

Starting fresh always clears anything left over from a loop you didn't finish, so you never land on a stale draft.

Step 1 — What's the goal, and what are you promoting?

The first step asks three things:

1. Name this loop — a private label only you see; the people you reach never do.
2. Your goal — a free-form sentence describing what a win looks like (for example, "Fill 12 seats for my next cohort by the end of March"). Loop uses this to draft the outreach.
3. What you're promoting — click Add product to attach at least one thing Loop should sell or point people to. You can either:
   • Pull a service from your connected Topmate account, or
   • Add a Custom item — paste a description (and an optional URL), and Loop extracts a title, price, type, and description you can edit before adding it.

You can add more than one product to a single loop. Continue stays disabled until the loop has a name, a goal with enough detail, and at least one product — clicking it while something's missing scrolls you to whichever field needs attention.

Step 2 — Who should it reach?

Click Add/Edit people to bring in your contacts from a Topmate list, a CSV import, or manual entry. Every list you pick shows up on the left with its count of people; the right-hand table lists the actual people so you can remove anyone you don't want included before you launch.

If your goal is an Instagram re-engagement loop, this step looks different: instead of contact lists, it shows how many Instagram contacts are currently inside the 24-hour messaging window and explains that Loop only nudges people in that window, stopping the instant someone replies.

First-time senders also claim their outreach inbox here — pick the handle people will see before your email can go out.

Step 3 — Which channels does Loop use?

This step is one fork: Hyper-personalize or Email funnel.

• Hyper-personalize — Loop writes every email, call, and message custom to each person, and unlocks Voice calls and WhatsApp messages as additional channels (shown only where you've connected them).
• Email funnel — one polished email sequence, the same for everyone, that you can edit word for word. Email only.

Either mode, a reply is always answered personally by Loop. This step also shows the estimated credit cost for the audience size and channels you've picked, and flags it if your credit balance can't cover the loop.

Step 4 — Review and launch

The final step shows exactly what Loop is about to do: the drafted email sequence, a recap of your goal, audience, and channel setup, and a Change link back to Step 3 if anything needs adjusting. Clicking Launch starts the loop immediately and takes you to its detail page, where you can watch it run from /loops.

Can I come back to a draft later?

Yes. Navigating directly to a step in an unfinished loop resumes your draft — only a fresh New loop click clears it. Once a loop is live, you can revisit its settings from its detail page under /loops; billing and credit top-ups live under /settings.