Getting started
Your first week with LoopLily
Build a small, dependable client-care routine before expanding your automations.
Product support
Help & guides
Find the right setting, understand a workflow, or troubleshoot a message. Start with the task you are trying to complete.
100 guides
Getting started
What LoopLily does for a small business
Understand the product’s role in keeping everyday client relationships organized.
Getting started
A tour of the LoopLily workspace
Know which screen to open when you need to change a message, a date, or a sending rule.
Getting started
Choose your first client-care automation
Pick a workflow whose data, audience, and message you can verify easily.
Getting started
Set up a recognizable business profile
Make the sender identity in your client emails match the business people know.
Getting started
Bring your existing follow-up routine into LoopLily
Translate a manual habit into a repeatable workflow without losing its purpose.
Getting started
Templates and automations: how they work together
Learn the difference between saving a message and scheduling its use.
Getting started
Preview a message before your first send
Use an inbox preview to check what the recipient will actually read.
Getting started
Plan a realistic first month of client care
Build confidence through a few complete workflows instead of a crowded launch.
Getting started
A pre-launch checklist for your first workflow
Review the dependencies that turn a saved idea into a dependable email routine.
Gmail & identity
Signing in with Google and connecting Gmail are different
Understand the two connections before expecting automated messages to send.
Gmail & identity
Send client-care messages from an identity clients recognize
Use your connected Gmail account deliberately, with consistent sender details.
Gmail & identity
What to check before connecting your business Gmail
Prepare the right account and workspace details before enabling sending.
Gmail & identity
Gmail readiness: the status to check before scheduling
A saved automation still depends on a working sending connection.
Gmail & identity
Make your reply-to address useful
An automated email should still offer a sensible path back to a person.
Gmail & identity
Reconnect Gmail without losing sight of your workflows
Treat a refreshed connection as a change worth verifying.
Gmail & identity
What offline sending means in everyday use
Understand why scheduled sending still needs maintained records and a valid connection.
Gmail & identity
Keep your sender name, logo, and email consistent
Review branding as one complete experience instead of several separate settings.
Gmail & identity
A Gmail connection does not mean inbox management
Know where automated sending ends and your response workflow begins.
Gmail & identity
Switching business email accounts: a review plan
Check the consequences of an account change before your next scheduled messages.
Contacts & preferences
Prepare a contact list before importing it
A cleaner starting list makes every later automation easier to trust.
Contacts & preferences
Names that make personalization feel natural
Store names for the way you actually address your clients.
Contacts & preferences
Birthday data: what to verify before sending greetings
A birthday card depends on accurate information and an appropriate audience.
Contacts & preferences
Relationship status and email permission have different jobs
Use contact filters without confusing business context with sending eligibility.
Contacts & preferences
Choose a selected audience for a holiday message
Relevance matters more than including everyone in a seasonal greeting.
Contacts & preferences
Keep important dates current when plans change
Saved dates are operational information, not a one-time setup task.
Contacts & preferences
Avoid duplicate contact records before they become duplicate messages
Resolve repeated entries deliberately instead of depending on names alone.
Contacts & preferences
Collect only the details your message needs
A focused record is easier to maintain and safer to use in routine emails.
Contacts & preferences
Build a monthly contact-cleanup habit
Keep the information behind your automations useful as relationships change.
Contacts & preferences
Use fictional contacts when demonstrating your workflow
Show the product clearly without exposing real client details.
Templates & writing
Write a client email that sounds like you
Use a reusable structure without making every message feel generic.
Templates & writing
Subject lines for useful appointment reminders
Help the reader recognize the purpose before opening the email.
Templates & writing
Personalization fields: choose them deliberately
Use saved details to clarify a message, not merely decorate it.
Templates & writing
Create a birthday message without a sales pitch
Let a birthday greeting be a small act of recognition.
Templates & writing
Customize a starter template without overcomplicating it
Keep the useful structure while making the message fit your business.
Templates & writing
Choose artwork that supports the message
Match the occasion, tone, and readability of your email.
Templates & writing
Use your logo without overwhelming the card
Make branding recognizable while leaving room for the greeting.
Templates & writing
Write an appointment reminder clients can act on
Make the practical details and response path easy to find.
Templates & writing
Short thank-you notes for client relationships
A clear expression of appreciation does not need a long explanation.
Templates & writing
Design an email that still works without images
Treat artwork as an enhancement and readable text as the foundation.
Scheduling & reminders
Appointment time and email send time are different
Avoid confusing when an event happens with when its reminder goes out.
Scheduling & reminders
Choose a useful reminder lead time
Give clients enough notice without making the message feel disconnected from the event.
Scheduling & reminders
Use the calendar for a weekly client-care review
Turn upcoming dates into a short, practical planning routine.
Scheduling & reminders
Plan renewal reminders around the client’s next step
A renewal email should help someone prepare, not just announce a deadline.
Scheduling & reminders
Annual reviews: turn a date into a useful invitation
Use a review reminder to open a conversation with a clear purpose.
Scheduling & reminders
Custom dates for meaningful client milestones
Use specific dates when a relationship moment does not fit a standard category.
Scheduling & reminders
Recurring appointments need regular maintenance
Repeating dates save effort only when the underlying plan is still correct.
Scheduling & reminders
Check your workspace timezone before comparing timestamps
Understand the context behind a date and time shown in your workflow.
Scheduling & reminders
Pause an automation when its purpose changes
Use a deliberate pause to make room for review.
Scheduling & reminders
Avoid overlapping reminders for the same client
Review the whole communication plan when adding a new rule.
Holidays & occasions
Plan a year of holiday greetings without over-sending
Create an intentional seasonal calendar for the people you serve.
Holidays & occasions
Christmas greetings that feel warm and personal
Use a festive card with a simple message and a thoughtful audience.
Holidays & occasions
Thanksgiving: write appreciation without a promotional detour
Let the reason for the message be gratitude.
Holidays & occasions
Hanukkah greetings: check the dates and the audience
Plan a respectful greeting around an observance whose dates change.
Holidays & occasions
Ramadan and Eid: create separate, appropriate greetings
Different moments call for different wording and scheduling.
Holidays & occasions
Diwali greetings for business relationships
Combine an occasion-specific card with a brief, considerate message.
Holidays & occasions
Lunar New Year greetings without year-specific mistakes
Keep the message useful while reviewing the occasion’s changing details.
Holidays & occasions
Solemn observances need a different kind of message
Use restrained wording when the occasion is about reflection or remembrance.
Holidays & occasions
Mother’s Day and Father’s Day: write with care
Recognize that a familiar holiday can mean different things to different people.
Holidays & occasions
Update moving holiday dates before the next season
A yearly review prevents a fixed-date automation from drifting away from the occasion.
Business playbooks
A client-care routine for salons and beauty studios
Use appointments and simple relationship moments to support a welcoming experience.
Business playbooks
How real estate professionals can stay in touch after closing
Build a modest follow-up routine around known dates and useful reasons to reconnect.
Business playbooks
Renewal communication for insurance and advisory businesses
Use reminders to invite a timely conversation while keeping advice personal.
Business playbooks
Appointment and review reminders for consultants
Keep scheduled conversations visible without turning every email into a proposal.
Business playbooks
Class reminders for tutors and instructors
Help learners prepare with clear event details and a manageable message.
Business playbooks
A thoughtful follow-up routine for home-service businesses
Use reminders and check-ins around specific jobs and agreed maintenance dates.
Business playbooks
Birthday and appointment emails for fitness professionals
Keep routine communication encouraging, practical, and respectful.
Business playbooks
Client care for photographers and event professionals
Support date-heavy work with clear reminders and personalized follow-through.
Business playbooks
A relationship-first email routine for gift shops
Use appreciation and relevant occasions without turning every card into a promotion.
Business playbooks
Appointment follow-through for pet-service businesses
Keep grooming, sitting, and other service reminders easy to understand.
Relationship strategy
A warm check-in after a quiet period
Reconnect with a clear reason and room for the client to choose.
Relationship strategy
Thank a client for a referral without asking for another
Recognize the introduction as a complete gesture.
Relationship strategy
Choose a communication cadence your clients can live with
Plan the combined experience across all your messages.
Relationship strategy
Relationship messages and reminders serve different purposes
Choose content and settings that match the reason you are contacting someone.
Relationship strategy
When a personal email is better than an automation
Recognize situations that need individual context.
Relationship strategy
Make a reconnect message useful without being pushy
Offer a clear reason to respond and avoid manufactured urgency.
Relationship strategy
Use appreciation as a habit, not a campaign gimmick
Build small acknowledgments into real relationship moments.
Relationship strategy
Stay consistent without pretending every message is handwritten
Use honest automation to support a recognizable business voice.
Relationship strategy
Measure client-care quality beyond email volume
Review whether the routine is accurate, relevant, and understandable.
Relationship strategy
Build a routine that leaves room for human attention
Use automation to support the relationship rather than fill every silence.
Review & troubleshooting
Read the Sending Log without over-interpreting it
Use recorded outcomes to understand an attempt, not to guess a client’s reaction.
Review & troubleshooting
An expected email did not send: where to start
Trace the workflow in a consistent order before changing settings.
Review & troubleshooting
A preview arrived, but an automation did not
Understand what the preview tested and what it did not.
Review & troubleshooting
A reminder shows the wrong date or time
Locate the source of the detail before rewriting the message.
Review & troubleshooting
What to review when a recipient is not eligible
Investigate the reason while preserving the person’s choices.
Review & troubleshooting
Before retrying a failed message
Confirm the cause, the current relevance, and the risk of duplication.
Review & troubleshooting
Investigate duplicate messages methodically
Compare records and rules before deleting anything.
Review & troubleshooting
Why an event may be missing from your calendar view
Check filters and records before treating the absence as a sending problem.
Review & troubleshooting
Keep a useful troubleshooting note
Record enough context to solve a problem without copying private client data everywhere.
Review & troubleshooting
A weekly health check for your automations
Use a short review to catch stale information before it creates awkward messages.
Growing with LoopLily
Grow from one automation to a manageable system
Expand only when the existing workflow is understandable and maintained.
Growing with LoopLily
Name automations so you can understand them later
A useful name explains purpose and audience at a glance.
Growing with LoopLily
Organize your templates by purpose
Keep a growing library usable without losing the messages you trust.
Growing with LoopLily
Create a seasonal maintenance routine
Review what changes with the year before relying on recurring settings.
Growing with LoopLily
Document your client-care process for a future handoff
Make the routine understandable without assuming shared product permissions.
Growing with LoopLily
Use LoopLily alongside a CRM or booking system
Decide which system owns each kind of information.
Growing with LoopLily
Decide whether another automation is worth adding
Evaluate maintenance and relevance before adding a new rule.
Growing with LoopLily
Review your brand after a business change
A new name or visual identity needs a coordinated email update.
Growing with LoopLily
Build a multilingual client-care routine thoughtfully
Review the actual message content instead of assuming the interface translates it.
Growing with LoopLily
Your quarterly LoopLily review
Use a broader check to keep the system aligned with the business.