Everything you need to know

How It Works

• 1
  Import your list. Upload a CSV of target companies, or pull contacts directly from the Loylty database of 1.6M+ contractor businesses across the US.
• 2
  Write your message. Create one or more message templates using simple tags like {{company_name}} and {{city}}. Loylty rotates variations automatically so your outreach doesn't look templated.
• 3
  Run the campaign. Loylty opens each contact page in an automated browser, maps the form fields (Name, Email, Phone, Message), pre-fills your sender info, and generates the outreach message.
• 4
  Review and send. Records that need your attention surface as Needs Manual — you review, edit if needed, and click Submit. You're in control of every send.
• 5
  Track results. The activity log and queue give you a full picture of what's been processed, what succeeded, and what needs follow-up.

Step 1 — Create a Sender Profile

Go to Sender Profiles in the sidebar and click + to create your first profile. Fill in your name, email, phone, and company. This is the information that gets pre-filled into contact forms on your behalf.

Step 2 — Create a Campaign

From the Dashboard, click New Campaign. Give it a name and assign it to your sender profile. The campaign is your container for a list of target companies and the message templates you want to send them.

Step 3 — Add Records

You have two options:

• A
  Import a CSV. Go to the campaign's Queue tab and click Import CSV. Your file needs at minimum a company_name and website_url column. See the CSV Format Reference for all supported columns.
• B
  Pull from the Database. Go to the Database page in the sidebar. Search by industry, state, or city — then select records and click Pull to add them directly to your campaign.

Step 4 — Write Your Templates

Go to the Templates tab inside your campaign. Write at least one message. Keep it concise — 3 to 5 sentences works best. Use {{company_name}} and {{city}} to personalize automatically.

Step 5 — Run the Campaign

From the campaign overview, click Start. Loylty will begin processing records in the background. You can monitor progress on the Dashboard or watch the queue update in real time under the Queue tab.

Contact Fields

AI Form Detection

Contact forms vary enormously in their field labels and structure. Standard CSS selectors catch the common patterns (name, email, message), but unusual fields — "Your Industry", "Project Budget", "How did you hear about us?" — are missed without AI assistance.

When an Anthropic API key is added to your sender profile, Loylty uses AI to read the visible form and map unknown fields to the best available value from your sender info. This dramatically improves fill rates on custom or complex forms.

CAPTCHA Auto-Solve

Some contact forms include CAPTCHAs that block automated browsers. With a CAPTCHA solving API key configured, Loylty automatically solves them instead of routing the record to your manual queue.

CAPTCHA solving costs approximately $1–3 per 1,000 solves. For most campaigns the cost is negligible.

Email Fallback (SMTP)

When a contact page has no form but lists a mailto: email address, Loylty can send your message directly via email instead of skipping the record. Configure your outgoing mail server (SMTP) to enable this.

Works with Gmail, Outlook, Yahoo, and any provider that supports SMTP. For Gmail, use a 16-character App Password generated at myaccount.google.com rather than your regular password.

Residential Proxy

Some websites detect and block data center IP addresses. A residential proxy routes your browser traffic through real residential IPs, making your automated sessions indistinguishable from normal web browsing.

Recommended for campaigns over 500 submissions/day or in industries where websites are more likely to block bots. Compatible with IPRoyal, Smartproxy, Brightdata, and any provider that supports username/password proxy authentication.

Importing Records

From inside a campaign, go to the Queue tab and click Import CSV. Loylty accepts standard comma-separated files. Column headers are matched case-insensitively, so Company Name and company_name both work.

CSV Format Reference

Required columns are marked REQUIRED. All other columns are optional but improve fill rates and personalization.

company_name,website_url,contact_page_url,contact_email,city,state,category
"Acme Fence Co","https://acmefence.com","https://acmefence.com/contact","info@acmefence.com","Austin","TX","Fence Contractor"
"Southwest Fencing","https://swfencing.com","","","Phoenix","AZ","Fence Contractor"

Running a Campaign

From the campaign overview, click Start to begin processing. Loylty runs records in the background — you can navigate away, work on other campaigns, or close the tab without interrupting it.

Use Pause to stop processing after the current record completes. Resume picks up from where it left off. Records that are already in progress when you pause will complete before stopping.

Template Tags

Tags are replaced with real data from each record at send time. This lets one template feel personalized across thousands of companies.

Hi {{company_name}} team,

I'm reaching out because we work with {{category}}s across {{state}} and
I think there might be a great fit here.

We supply commercial-grade fencing materials at contractor pricing —
typically 15–20% below retail. Would love to connect and see if we
can help {{company_name}} save on your next job.

– [Your Name]

Message Variations

You can create multiple message templates within a single campaign. Loylty rotates through them evenly — so if you have 3 templates and 300 records, each template gets used roughly 100 times.

Variation prevents your outreach from looking mass-produced if multiple contractors in the same area compare notes. It also lets you A/B test different angles or offers over time.

AI Personalization

When AI mode is enabled on a campaign, Loylty reads visible content from the contractor's website — their specialty, recent projects, location — and uses it to write a personalized opening sentence for your message.

The result: outreach that references their actual business instead of generic tags. Response rates improve significantly when the recipient can tell the message was written specifically for them.

Pulling Records into a Campaign

Once you've filtered to a set of prospects you want to target, select them using the row checkboxes or use the count input to pull a specific number from the current filter. Then choose the destination campaign and click Pull Records.

Loylty pulls up to 500 records per pull. For larger lists, pull in batches or use different filter combinations across multiple pulls.

Beta Limitations

The database is in active development. Current known limitations:

• Some category names have duplicates (e.g. "Roofer" and "Roofers") — being cleaned up
• Geographic coverage is stronger in major metro areas than rural regions
• Contact page URLs and emails may be outdated for businesses that have changed their website
• Not all businesses have phone, email, or Google rating data

We're continuously expanding coverage and cleaning data. If you need records for a specific region or vertical that seems thin, contact us — we prioritize based on demand.

Handling Needs Manual Records

Records land in Needs Manual when Loylty successfully opened the contact page and pre-filled the form, but can't complete submission automatically — most often due to CAPTCHAs, unusual form structures, or bot detection.

Click Open next to any Needs Manual record to open the browser window directly to the pre-filled form. Review the fields, make any edits, solve the CAPTCHA if present, and click Submit yourself. Then mark it Done in the queue.

Retrying Failures

Use the ↺ Retry All button when viewing any error-type status filter (Error, No Form Found, Dead Website, Skipped, Needs Manual). This resets all matching records back to New so they run again on the next campaign start.

Useful after fixing a configuration issue, adding a CAPTCHA key, or retrying sites that were temporarily down.

Performance Tuning

Two knobs control how aggressively Loylty processes records:

Business Information

The business info fields in Settings are for your internal records only — your legal name, DBA, address, EIN. This information is never shared with anyone or pre-filled into outreach forms. Outreach sender info lives in Sender Profiles.

Does Loylty ever submit forms without my approval?

No. Never. Loylty fills forms and queues records for your review, but the final submit is always a human action. This is a core design principle and will not change.

What happens if a website doesn't have a contact form?

Loylty tries multiple approaches in order: the provided contact page URL, crawling the site for a contact page, a mailto link. If none are found, the record is marked No Form Found. If you have SMTP configured and the site has a mailto link, Loylty sends via email instead.

How many records can I have in a campaign?

There's no hard limit on records per campaign. Practically, most users run campaigns of 200–2,000 records per batch. Larger lists are best broken into multiple campaigns by state or category for easier tracking and template tuning.

Can I run multiple campaigns at the same time?

Yes. All running campaigns share the concurrent browser pool configured in Settings. If you have 3 browsers and 2 running campaigns, they compete for those 3 slots. Increase concurrency in Settings if you want to run several campaigns in parallel without them slowing each other down.

Why does a record keep landing in Needs Manual even after I retry it?

The most common causes are: a CAPTCHA that isn't being solved (add a CAPTCHA key to your sender profile), bot-detection JavaScript that blocks the browser (add a residential proxy), or a form that requires a non-standard interaction like a file upload or multi-step process (these require manual handling).

Is there an affiliate program?

Yes. You earn 20% monthly recurring commission for every paying customer you refer — for as long as they stay subscribed. Find your unique referral link in the Affiliates section of the app.

Campaign starts but records immediately go to Error

This usually means the browser couldn't load the target URL. Check that the website URLs in your CSV are valid and reachable. Try opening a few of them manually. If they work in your browser but not in Loylty, the site may be using bot detection — add a residential proxy to your sender profile.

All my records are No Form Found

This can happen when your CSV's website_url column contains homepages but the contact page is buried under a non-standard URL. Try adding a contact_page_url column with direct links to the contact page for each company. The Database records include contact page URLs where known.

The Database industry dropdown shows only a few options

The dropdown loads verticals from the database. If it appears to be loading slowly or showing limited results, try refreshing the page. If the issue persists, contact support.

I'm getting a lot of CAPTCHA failures

Add a CAPTCHA solving API key to your sender profile. Records with unsolvable CAPTCHAs route to Needs Manual rather than failing outright — so you can still submit them manually. Long-term, a residential proxy reduces the frequency of CAPTCHAs being triggered in the first place.

Template tags aren't being replaced

Check that your CSV columns match the expected tag names exactly: company_name, city, state, category, website_url. If a column is missing or blank for a record, the tag is left empty in the message — so a template with Hi {{company_name}} becomes Hi if the column is absent. Fill in the data or remove the tag from the template.

Still stuck?

Email support@loylty.io and describe what you're seeing. Include the campaign name, which status the records are landing in, and a sample URL from your list if relevant. We typically respond within one business day.