Marketing/draft-approve

Loops

Manage Loops contacts, events, audiences, and transactional messages.

Install level

both

Loops setup needs one API key. PageLines uses it to manage contacts, events, and transactional email.

Open PageLines

What It Does

Create contacts, update audiences, trigger events, and send transactional emails.

Demo Scenario

Draft and send a segmented invite to trial users through Loops after approval.

API Reference

PageLines uses the provider's live API documentation as the source of truth for available actions, schemas, and version details.

View API docs

Sample conversation

user

Draft a lifecycle email for trial users who reached the activation step.

agent

I prepared the trial-user lifecycle draft and kept the send behind approval.

| Segment | Message angle | Guardrail |
|---|---|---|
| Activated trial users | Invite them to connect calendar + CRM | Exclude paid customers |
| No meeting booked | Offer setup help | Send once only |
| Send plan | 10am local time | Review copy first |