Customer story / Patten Properties
Patten’s reported open rate went from 5.60% to 29.4%.
Patten now uses Salesforce data to start with its most engaged contacts, welcome new leads automatically, and follow up on form submissions.
What changed
The team sends each brand from its own authenticated domain and grows volume carefully on a dedicated IP.
Meet Loop · Marketing agent
The outcome comes first.
It turns the goal into a plan, keeps approvals and launch state visible, and uses performance to decide what the campaign needs next.
Defines the campaignBusiness goal, customer signal, brand, and customer context
Plans and createsAudience, offer, proof, and channel-specific work
Waits for approval, then launchesHuman review before send, publish, activate, or handoff
Learns and recommendsPerformance data and the next move
Human approval
See the plan before Loop acts.
You choose what moves—and how.
Review the campaign as one decision: audience, offer, proof, channel work, and launch paths. Then approve it, change it, or keep execution manual.
Inspect the campaign
Know why each piece exists.
Review the goal, audience, offer, proof, and channel work in one place.
Choose the launch path
Decide how every channel moves.
Send in CopyLoop, publish or activate through a connection, or prepare a handoff.
Set the boundary
Keep control where it matters.
Approve, edit, pause, or automate according to the rules your team chooses.
Product walkthrough
See Loop plan, launch, and learn.
Start with a business goal and customer context. Review the plan and work. Approve what moves. Then see performance return as the next recommendation.
Grow demand for the summer collection among past buyers and warm prospects. Lead with early access, not a discount.
Past buyersWarm prospects
First access to the summer collection
Small-run materials · 14-day delivery
Search contentAll content
Open the summer collection before everyone else.
The materials and places behind the new release.
Paid social · Version A
Social post · Short form
Campaign launch4 approved actions
Send launch emailRun in CopyLoop · Tuesday 09:00
ScheduledPublish articleCMS handoff · Content approved
ReadyActivate ad setAds handoff · Audience approved
ReadyRun high-intent follow-upRun in CopyLoop · After engagement
ActiveLeah viewed the collectionAcme Studio · 6 minutes ago
WebsiteJon clicked first accessNorthstar · 9 minutes ago
Email6 contacts reached high intentAudience updated just now
AudienceDefine what should happen.
Give Loop the business goal, customer context, brand, offer, and proof.
Build one coordinated campaign.
Loop plans the work and creates channel-specific assets for email, ads, articles, and social.
Approve what moves.
Review the work, then send, publish, activate, or prepare each channel for handoff.
Continue from the response.
Loop reads performance in campaign context and recommends the next move for review.
Automations / Approved logic
Design the response. Let the workflow run.
Loop turns the campaign goal into messages, conditions, and follow-up you can approve. After launch, events move through those rules directly. Results come back to Loop for the next recommendation.
Design + improveLoopMarketing agent Workflow drafted Recommendation ready
Runtime / approved rules
3 messages · 2 conditions
Ready for approvalMove the owner alert earlier
Based on 184 enrollmentsCustomer activity · nowPricing CTA clickedLeah · Acme Studio
Approved conditionMeets follow-up criteriaScore ≥ 60 · pricing interest
YesSend approved follow-upEmail · immediate
ActiveNo useful actionContinue campaignKeep listening
One campaign. Every channel.
Most campaign time isn’t lost to writing. It’s lost in the handoffs.
Loop turns one approved direction into email, ad, article, and social drafts, with the same audience, argument, and proof in view.
One campaign · Four channels
Keep the point. Change the shape.Loop carries the audience, argument, and proof into each draft, so every piece belongs to the same campaign.
See the campaign →Field note 07
Why good campaigns lose their point between brief and send
Every handoff asks the team to explain the idea again. A persistent campaign changes that.
One approved direction should travel farther than one draft.
Keep the argument. Change the format.
01 / 05Your campaign shouldn’t restart at every channel.Swipe →
👍 48 · 12 comments
If every channel begins with a blank page, you don’t have one campaign.
You have four unrelated drafts.
Keep the direction. Change the shape.
♡ 42↻ 12▱ 8
Connections
Your systems stay. Loop puts their data to work.
Connect your CRM, website, commerce, and brand knowledge. Loop turns that input into live audiences, relevant work, timely automations, and measurable results.
Connected systems
SalesforceContact fields + segments
CRMKnowledge BaseVoice, product, proof
Built inWordPress + eCommerceAudience + commerce
PluginWebsite + applicationsFirst-party events API
APILoopContext in · actions + results out
Built into CopyLoop
Plan + createCampaigns · Brand knowledge · Content Studio
ReachContacts · Audiences · Email · Forms
OperateBroadcasts · Automations · Approvals
LearnAnalytics · Customer activity · Next recommendation
Built for real customers and real sending
Useful shouldn’t mean intrusive. Permission still comes first.
Before CopyLoop sends anything, it checks identity, consent, suppression, and workspace boundaries.
Start with a goal