Who this applies to
Role | Can do |
Loop Creator | Yes |
Power User | Yes |
Delegate | Yes |
Before you start
Your Loop must have expired and contributions must be in before the Close the Loop option becomes available.
Review the AI-generated summary points before recording so you can refer to them in your response.
Step-by-step instructions
1. Open your Loop and review the AI summary points
Once your Loop has expired and contributions are in, open your Loop. Before recording, review the AI summary points. These will help you shape your response and address what your contributors said.
2. Click 'Close the Loop'
Click the 'Close the Loop' button to begin recording your response.
3. Click 'Record Video'
Click the 'Record Video' button to open the recording interface.
4. Start recording
Click the red record button to start. The experience is the same as recording your original Loop.
5. Stop recording
Click the red record button again to stop your recording.
6. Confirm your recording
If you are happy with the recording, click the green check to confirm it and move on. If not, re-record before proceeding.
7. Review your contributor list
Your contributor list is automatically carried over from the original Loop. There is no need to collate or select your list again. Review it to confirm it looks correct.
8. Open the pre-built email template
A pre-built email has been prepared for you to send out your response. Click on it to open the editor.
đĄ The email is ready to go as-is, but personalising it will make a stronger impression on your contributors.
9. Edit and save the email
Edit the email body to suit your tone and make it relevant to your contributors. When you are done, click 'Save'.
10. Send your response
Click 'Send Now' to send your video response to all contributors from the original Loop.
11. Return to your Loop
Click 'Return to Loop' to finalise the process. Your Close the Loop video will have been shared with everyone who was invited to the original Loop.
What happens next
Your contributors will receive the email containing your video response. The Loop will be marked as closed. From here you can review contribution results, check send and open activity from the Loop overview, or begin planning your next Loop.
Common questions
Can I edit the email after I have sent it?
No. Once you click 'Send Now' the email is sent immediately to all contributors. Review and save your edits in step 9 before sending.
What if the 'Close the Loop' button is not showing?
The button only appears once your Loop has expired and at least one contribution has been recorded. If contributions are at zero or the Loop is still active, the option will not be available yet.
Who receives the Close the Loop email?
The email is sent automatically to everyone who was invited to the original Loop. You do not need to re-select or upload a list.
What is the difference between how the Close the Loop video is distributed by email versus other methods?
When distributed by email, the video is sent via a pre-built email template which you can personalise before sending. The email automatically goes out to everyone who was originally invited to the Loop, with no need to collate or re-select your contributor list
Can I re-record my video before sending?
Yes. At step 6, if you are not happy with your recording, do not click the green check. Re-record until you are satisfied, then confirm before moving on to the email step.