We've dropped another hot feature: automate a series of emails
We're deep diving into automating a series of emails
Live office hours every Thursday at 9:30am PST. Join the discussion
Check out our guides! Quick start & comprehensive options
If you need help puzzling something out, this is the place for you.
Come ask a question or listen in on the discussion! Thursdays at 9:30am
Getting Started Welcome to Copper! 🎉We are so excited to have you. Our goal is to enable you and your organization to:✅ Manage your contacts✅ Manage your deals✅ Manage your projects✅ Edit your personal preferencesThis course is designed to teach you, a Copper user, how to user Copper's main features. If you have any questions, feel free to leave them in the comments below or post in our Community Forum!Let's get started! Getting Started with Copper The first thing you should do is download and install our Chrome extension! This allows you to add contacts, manage deals, and complete tasks from within Gmail and Google Calendar!✋ We strongly recommend installing our Chrome extension. This allows you to access Copper from within Gmail and Google Calendar! If you’re often on the go, check out our mobile app for iOS and Android as well! Understanding Copper Webinar RegistrationSimilar to Admins, we recommend you start your journey with Copper by attending our weekly User Webinar. Everyon
We have some exciting news for our community 🎉 Teased earlier in our January Product Pulse webinar, the first release of our email automation feature is now live in Copper for all Professional and Business plan customers. Staying on top of your warm relationships is now easier than ever with our new automate a single email functionality as we continue to evolve Copper into your comprehensive relationship platform for engaging customers across the entire journey. You’ll find it under Settings > Automation > Email Automation.📣 We did an in-depth demo of our automate a single email feature and its relationship with our new forms feature during our latest Coffee with Copper webinar. Watch here. Never miss a crucial touchpoint while nurturing interest with your customers using these key features: Gallery of pre-configured options: We make it super simple to get started by providing a gallery of pre-configured options for setting up your email automation based on common relationship-
My emails haven’t synced for roughly three weeks and I cannot send an email from Copper. The Gmail extension in Chrome gives me an AJAX error, but even when I uninstall the extension my emails to clients don't show up in their activity. I use my company's Google workspace account to login to Copper. Under Settings > Set Up Google it says synced emails should happen automatically. They've worked for almost a year but stopped 3 weeks ago. Thank you for any help!
I’m struggling to review how many DMs have been scheduled and what has happened with our opportunities as I go over the Q1 report. How can I review this information?We have multiple stages in the funnels and they sometimes are different. It goes something like, First approach made > DM Scheduled > CAPI Scheduled, > Proposal Scheduled, etc---Sometimes we had the classical no shows, or leads dying in the negotiation process, yet I’m not able to review this as the Lead cards might have been moved in the 3 month period. What do you recommend?Best, Diego
Hey Copper Community 👋We’re teeing up something great in Copper and here are the deets 👀 Now it’s even easier to capture information from your website visitors and automatically push it into Copper. Get a jump start on nurturing these new relationships — all from one tool 🔥 Our new Forms feature (as teased during our December Coffee with Copper webinar) is rolling out to all Copper accounts in the coming weeks 🎉 We’re thrilled to continue delivering capabilities that allow Copper to be your end-to-end relationship management platform. 📣 We did an in-depth demo of this feature and how it works with our newest email automation functionality during our latest Coffee with Copper webinar 👉 Watch here. This is the first release in a series of releases as we deliver a comprehensive forms tool for our customers. Here’s what to expect with our first release: Automatically create Contacts from form responses: We’re revving up your prospect and customer engine by automatically capturing all
I need to assign a specific task to another group member every time a lead is completed. In the task section, it displays the task 'Hand off to Concierge,' but I need to see the options available for the concierge. However, I can't find this option. It only appears as a checkbox, but I am unable to assign it to a Copper user.
Is there no way we could disable/hide or at least rename those saved filters? Its super annoying.
Are there templates for a tech startup to track investor pipeline.
In the Copper Application I am the Owner of the Company. Therefore I should have all Permissions. As of now, neither I, nor anyone else is able to export ANY Data from Copper. When I press the button to get the List of Information, the field at the bottom of the page appears where it says, that I will get a Mail with the Data. But no Mail ever arrives. The Problem is not in my mails, as they work perfectly fine and there is also nothing in the spam.
Hi, I am able to generate an API key but when I use it in the Zapier connection, I get the following error: authentication failed: Your authenticate token is invalid. I’ve validated the email is correct, that I’m an admin, and that there are no extra spaces in the API key. What could be causing this?
We would love to be able to set company and individual budgets for things like total revenue per month, lead conversion, opportunity conversion etc so the reporting can show actuals to target.
Hello, Our repeating customers’ profiles are starting to look a bit messy. With dozens of opportunities in some profiles, I am wondering if there is a way to filter ‘Won’ opportunities, whether that means archiving them or just being able to filter from newest to oldest. This would save our team so much time.I appreciate any insight you have.Thank you!Kendra
Hi There,Is it possible to automate a Task to be added to an opportunity every time a Google Calendar event is synced from Google to the respective Copper account? I would like to auto create a Task “Process meeting notes” to an opportunity every time a meeting is scheduled with a Contact.ThanksAndy
Turn your Gmail inbox into your personal assistant. Add contacts, create follow ups and access context about your deals without having to switch to the app.
Visit here for in-depth content on specific features and functionality.
New to the community? Here's what you need to know to get started.
Can't find the answers you're looking for? Ask in our forum!
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
