TapLoop Setup

Get Started with TapLoop

Follow this step-by-step guide to create your first email poll and start collecting valuable subscriber insights.

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Step 1: Create Your Account

Quick Sign-Up Process

✅ Enter your email and create a password ✅ Verify your email address ✅ Complete the quick onboarding

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What You'll Need:

  • A valid email address
  • Information about your email platform
  • Your first poll question idea

Step 2: Create Your First Poll

Poll Creation Walkthrough

1. Write Your Question

Start with something simple like "What type of content do you prefer?"

2. Add Answer Options

Provide 3-4 clear, distinct choices for your subscribers.

3. Review & Create

Double-check your question and answers, then hit create!

Example Poll:

What type of content helps you most?

  • 📚 Step-by-step tutorials
  • 💡 Quick tips & tricks
  • 📊 Case studies & examples
  • 🎥 Video content

Step 3: Get Your Embed Code

Copy & Customize

⚙️ Choose your email platform from our list ⚙️ Customize colors to match your brand ⚙️ Copy the generated HTML code

Supported Platforms:

  • Mailchimp
  • HubSpot
  • ConvertKit
  • ActiveCampaign
  • Klaviyo
  • And many more!

Step 4: Add Poll to Your Email

Integration Steps

📧 Open Your Email Editor

Go to your email platform and create a new email or open an existing template.

⚙️ Switch to HTML Mode

Look for "HTML," "Code," or "Source" view in your email editor.

▶️ Paste & Send

Paste the TapLoop code where you want the poll to appear, then send your email!

💡 Tip: Always send a test email to yourself before sending to your full list.


Step 5: Monitor Your Results

Track Performance

✅ View real-time response counts ✅ See detailed analytics and breakdowns ✅ Export data to your CRM or email platform ✅ Use insights for future email segmentation

What Happens Next:

  • Subscribers are automatically tagged based on their responses
  • You can create targeted segments for future emails
  • Share poll results to encourage more participation
  • Use insights to improve your content strategy

Ready to Get Started?

Follow this guide and you'll have your first email poll running in less than 10 minutes.

Create Your First Poll →

Still need help? Contact Us Contact Us