Once your recording is complete and your settings are finalised, click the 'Share Loop' button. This is the large red button at the bottom of the screen.

You will see a screen with two options:

💡 This article focuses on the Invite by Email option. If you want to share by link

or QR code instead, generate the link, enter the estimated number of contributors,

copy the URL or download the QR code, and share via your usual channels such as

email, Slack, or Teams.

Click Invite by Email to proceed with email distribution.

You can add invitees using any of the following methods:

If you are using a pre-created group, select it from the list. You will be able to see

the members of that group on the right-hand side before confirming.

💡 Group creation and management is covered in the Groups section of the knowledge base.

Click Add Selected to add the group members to your invitee list.

You will be shown a list of invitees to review. You can add or remove anyone at this

stage. You also have the option to save this list as a group for future use.

Once you are happy with your invitee list, click Confirm Invitees to proceed.

You will see your invitation email and any reminders. The email subject is auto-generated for you. The number of reminder emails you see depends on the length of your Loop. A short Loop will have an invitation and a last chance reminder. A longer Loop will also include a midpoint reminder.

To edit the subject, click the pencil icon next to it. You can either:

You can also edit the body of the email text. The closing date and time is already

inserted for you automatically.

⚠️ If you accidentally delete the closing date from the body text, you can re-insert

it using the Closing Date button.

Click Save to confirm your subject and body text changes. The updated subject will

appear on screen.

Repeat steps 10 to 12 for the last chance reminder email, and for the midpoint reminder if your Loop is long enough to include one.

If you want to change when the invitation or a reminder is sent, click the calendar

icon next to that email.

Choose your preferred date from the calendar and use the slider to set the time you want the email to go out.

Confirm your selection. The updated date will be reflected in the email.

You can adjust the send time for the last chance reminder in the same way.

Click Save to confirm your scheduled send times. Your invitations and reminders are

now scheduled and ready to go.

Your invitees will receive their invitation email at the scheduled date and time. They

will also receive reminders at the points you have scheduled. Contributors can respond to the Loop using the link in the email. You can monitor contribution activity from the Loop contributions page.

This depends on the length of your Loop. A short Loop will generate an invitation and a last chance reminder. A longer Loop will also include a midpoint reminder in between.

Yes. You can edit both the email subject and the body text after scheduling, as long as the email has not already been sent. You can also adjust the send date and time of any email in the same way. For reminders, ensure you make any changes before the scheduled send time

You can re-insert it at any time using the **'Closing Date'** button within the email

editor.

Yes. You can use both distribution methods on the same Loop. Send email invitations to named contributors and also generate a link or QR code to share through your own channels such as email, Slack, or Teams. All distribution options link to the same Loop

When you invite by email, named contributors receive a personalised email invitation

directly. When you share by link, you generate a URL or QR code and distribute it

yourself through your own channels such as email, Slack, or Teams. With the link method you also need to enter an estimated number of contributors when generating the link.

Yes. When reviewing your invitees at step 7, you will see an option to save the list as

a group. Group management is covered in the Groups section of the knowledge base.