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Michelle from CopperCustomer Enablement Manager

🎓 New Admin Training CourseSelf-paced training

Introduction 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 projectsThis course is designed to teach you, the Copper admin, how to customize your Copper system to match your organization's needs. If you have any questions, we have many resources listed in the "Additional Support" section, including our help center, weekly webinars, and appointments with our product experts.Let's get started! Click the pink Next button at the bottom of your screen to navigate. Getting Started with Copper CRM✋ Are you a new user? We strongly recommend installing our Chrome extension. This allows you to access Copper from within Gmail and Google Calendar!There are three ways to access Copper:Through the web app With our Chrome extension Our Android and iOS mobile appAs an admin, you'll customize Copper settings through the web app. However, for day-to-day use we recommend the Chrome extension, whic

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10 hours ago

Amie from CopperProduct Marketing Manager

No tricks, all treats: October Copper updates

🎃 Get ready for a spook-tacular October at Copper! 🎃 We’re brewing up some wickedly fun surprises to make your CRM experience a scream—in the best way, of course. 😈Each week this month, we’re dropping bite-sized, fang-tastic enhancements based on your awesome feedback. These tricks are all about making your Copper experience a real treat! We’re casting a spell on your workflow with: 🕸 Embedded forms: Like magic, place your Copper form directly onto your website—no coding spells required! 🕷 👻 User-level permissions for Email Automations: Control who can brew up your automated outreach and keep the power in the right hands. 🧙‍♂️ 🛠 Easily edit Custom Fields: No need to conjure up a workaround anymore! Now you can update custom fields in a flash—right from the list view! 🎃 ✨ Saved Feed filters: Sort through the chaos with a quick wave of your wand—err, filter. Find what you need faster than a bat out of a haunted cave. 🦇 🪄 Copper Magic: No tricks here—just some serious magic! G

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2 days ago

Amie from CopperProduct Marketing Manager

It’s here, people: embed that form 😁

Embed. Your. Forms. Yep, that’s right! Now, you can embed your Copper form directly onto a webpage, giving you even more control over how you capture visitor information. You can now place the form, standalone, onto your website – with no widget in sight ✌️ How it works1. Create or customize your form: Use Copper's form builder to design the perfect form for your website.2. Get your embed code: Copy the provided code snippet.3. Paste the code into a code block on the webpage: Place the code where you want the form to appear. We’ve updated the Installation Guide, which includes step-by-step instructions for customers using Squarespace and WordPress. Additional optionsWant to use both? You can embed the form or use the widget – or utilize both at the same time! The choice is yours. Copper's new form embedding feature gives you more flexibility and control over how you collect information from your website visitors. Form-tastic! Try it out and let us know how it goes. Happy embedding, A

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7 days ago

Amie from CopperProduct Marketing Manager

Pipeline board view gets a glow up: check out the new look and feel 👀

Hey Coppernauts, today we’ve begun rolling out a clean and fresh update to our Pipelines! We’re introducing an all new look and feel for a more unified and user-friendly experience, paving the way for exciting features to come.We've upgraded your Pipelines experience by:Unifying your workflow with a seamless flow between board and list views: stay in your flow no matter how you choose to visualize your projects. Providing quick access to saved lists: your saved filtered lists will now appear on the Pipeline board view so you can efficiently access your most important deals and projects.Introducing an updated board view status bar and visuals on cards: instantly understand progress with an all new status indicator on an opportunity, project or item card within a board view whether it’s Won/Lost/Abandoned or Open/Won’t do/On hold/Done — no need to leave the board view. This update goes beyond aesthetics. We've also improved the discoverability of features and overall usability by allow

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11 days ago

Amie from CopperProduct Marketing Manager

October 4, 2024 - Pipeline, form and feed updates galore

Buckle up, Coppernauts! Last month we delivered a fresh batch of features and improvements that will take your workflow to the next level. Let's explore what's new… 👀 New in-app tips: We’re bringing best practices, tips & tricks, and how-tos into the app. They’re available on demand — when you need them, where you need them. We’ve started rolling out these tips across the app, and we have many more planned. Have a question about a feature you think would be a good tip? Let us know in the comments! Lookout for anywhere you see this icon! 👇 Custom Merge Fields in Email Templates: Your custom fields can now be added to email templates, so you can now personalize your messages and standardize outreach even further. In addition to your custom Leads, People, Companies, and Pipelines fields, we’ve unlocked new base fields like Lead Value, Person Description, and Company Contact Type. The m

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13 days ago

Michelle from CopperCustomer Enablement Manager

⚙️ Workflow automation

Our favorite Workflow Automation functionsGuide

If you’ve used Workflow Automation, you’ve probably seen that you can customize them using formulas. Here we’re going to walk through the most common formulas and how to use them, including:1. CURRENTDATE() 2. DATEADD(x,y) 3. + - * / 4. CONCAT (x,y) This article is meant to be a quick reference sheet. For a full comprehensive list of formulas, check out this article here. 1. CURRENTDATE() What does it do?This function returns the date that your automation was triggered. So if your Workflow Automation is triggered on October 14th 2021, this function will return 2021-10-14.Please note that nothing goes in the brackets; you can simply copy and paste this formula into your workflow automation: CURRENTDATE() How do I use it?A common way to use this function is to populate a date field. For example, if your Workflow Automation creates a Task, you can use this function to set that Task’s due date to the same day it was created.You can also use CURRENDATE() in combination with other functio

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14 days ago

Amie from CopperProduct Marketing Manager

[Webinar Recording] ☕ Coffee with Copper: Crafting a winning customer journey

Hey Copper Community!We had our third Coffee with Copper ☕️ of the year on Tuesday, and it was jam packed with tips and tricks surrounding building a winning customer journey. We had a blast chatting with Jessica Andrews, our very own marketing guru, about the customer journey. We mapped out the five stages of the customer experience and brainstormed ways to make our marketing efforts more impactful and lasting. Jessica dropped some serious knowledge on personalized communication and servicing every step of the customer journey. We hope you’re pumped to put these tips into action and watch your customer relationships soar! ✈️ Here’s a quick rundown on what we covered: The 5 stages of the customer journey: We dove deep into the five stages of the customer journey: Awareness, Evaluation, Onboarding, Retention, and Loyalty.Mapping your customer's path: Jessica took us through how to create a personalized customer journey map by interviewing your customers and analyzing their feedback.App

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20 days ago

Amie from CopperProduct Marketing Manager

Custom merge fields in email templates: now activated! 🚀

Hello Coppernauts, Get ready to take your email outreach to the next level with our latest update – it’s a juicy one! We're excited to announce that your custom fields can now be added to email templates, allowing you to personalize your messages at scale and standardize outreach– all within your saved template library!👀 The deets:Merge fields in email templates: You can now use custom merge fields in your email templates. Yippee! Expanded merge field options: In addition to your custom Leads, People, Companies, and Pipelines fields, we’ve unlocked new base fields like Lead Value, Person Description, and Company Contact Type.Boosted user experience: The merge field dropdown has been revamped to organize fields by entity, making it easier to find and insert the right information – and fast. ❓What can you use custom merge fields for?This is a popular customer request, and it’s not hard to see why! Imagine sending out a generic email to hundreds of prospects. Now, imagine sending the sam

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20 days ago

Amie from CopperProduct Marketing Manager

The Pipelines you know and love, now better ⚡️

Hey Coppernauts! Over the past few months, we've been laser-focused on enhancing your Copper Pipelines experience. Thanks to your valuable feedback, we've rolled out a series of updates designed to transform how you map out and organize your customer journey. Our mission? To create a more intuitive, efficient, and personalized Pipeline experience that empowers you to visualize, manage, and optimize your customer interactions like never before. 💫We like to think of Pipelines as offering a bird’s-eye view of your entire customer journey, making it easy to identify bottlenecks, prioritize what matters most, and keep your team working together seamlessly.Let’s jump into all of the updates! (Buckle up - they’re juicy!) 📍Centralize deal, project, and task management in one placeWe've brought tasks directly to your cards, so you can prioritize what's most important:Tasks are here: Create, edit, and track tasks directly from the board view. Assign tasks to team members within the board view.

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24 days ago

Copper Product TeamCopper Employee

November 3, 2023 - Seamlessly manage your Copper reminders in Google Calendar with 2-way sync improvements and more

New this week: we’ve added 2-way Sync support for due dates between Copper Calendar Events and Tasks, and Google Calendar. We’ve also shipped the ability to sort People by Last Name and add Suggested Contacts in New List Views — plus other improvements and bug fixes. 2-Way Syncing of Copper Tasks and Calendar Events with Google CalendarYour Copper Tasks and Calendar Events now update in a two-way sync based on date and time changes made to events in your Google Workspace User Calendar and “Copper Reminders” Calendar.We’ve improved the performance of syncing Google Calendar Events to Copper, and when you change the “Copper Reminders” events auto-generated by Copper in Google Calendar, these changes update the corresponding Copper Tasks. For example, you can change the Copper Reminder event date to update the due date on Task records in Copper. This enables you to more seamlessly manage Copper reminders in Google Calendar and never miss a beat when prioritizing the tasks at hand.Tasks in

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1 month ago

Use Copper's best features inside Gmail

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