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Most Recent

Amie from CopperProduct Marketing Manager

[Webinar Recording] Copper Product Pulse - July 2024

Hey Copper Community! 👋 This month’s Product Pulse focused on empowering users with all of the enhanced email capabilities we have introduced this year! We explored new features designed to boost productivity and efficiency within Copper. From personalized messages to inline images, the email enhancements we have introduced this year provide a more user-friendly and results-oriented experience. Among the updates to emails are features like the ability to edit templates straight from your automations, an all-new shareable booking link, new merge fields and more. 📧 Key takeaways:👉 Using the feed to stay on top of emails: Discover how to effortlessly find and manage email communications with new filters and visual indicators in the Feed. 👉 Personalized outreach: Utilize recurring date filters to stay on top of customer milestones.👉 Building lists: Leverage the power of bulk emailing with company lists and personalized templates.👉 Email automation advancements: We went over the late

Amie from CopperProduct Marketing Manager

July 25, 2024 - Effortless workflows & captivating emails

Hey Coppernauts!This month, we're bringing you a powerful upgrade that elevates your workflows and email outreach. Dive into the exciting new features: New automations navigation: We’ve added a new "Automations" menu on the left for quicker access. New to Automations? The menu includes helpful examples of email, workflow, and task automation. Enhanced pipelines: Streamlined task creation: Create and rename tasks directly on the board view for faster workflow. Improved task visibility: Track progress at a glance with a counter for open and completed tasks. Enhanced focus: Expand or collapse individual task panels to minimize distractions. Color-coded deadlines: Quickly identify upcoming deadlines with color-coded task organization. Custom analytics: Customers with custom analytics can now differentiate Opportunities, Projects, and Items in reports, break down Tasks by type and related record, providing deeper insights into their data. Boosted emailing in Coppe

Maggie from CopperDirector of Product

Automations: easier to find, easier to use

Hellooo Coppernauts!You’ve probably spotted the new addition to our left-hand navigation 👀 We’ve added a convenient shortcut to Automations, making it a breeze to navigate and keep things moving. But that’s not all — we’ve added a ton of little but fierce enhancements to Copper’s emailing features 🦾 plus more on the way! Move relationships forward with new merge fields We’ve added two powerful new merge fields you can use in your email templates 💌 including #SenderFirstName, to make your communications more personal, and a brand new Booking Link field so you can give customers the option to book time directly with you. Use these new merge fields in your email automation email templates to help you deliver personalized outreach that moves the relationship forward. Click your User avatar in the upper left to find the new Booking Link fieldThe new merge fields inside an email template Replace manual process with automation Ever find yourself caught up in the cycle of picking out the

Michelle from CopperCustomer Enablement Manager

🙌 Tips and best practices

4 reasons to fill in Email Domains on Company records

We recommend that you fill out the Email Domain field on Company records whenever possible. Here’s a list of reasons why! 1. They automatically link new People to the right CompanyLet’s say you have a Company record. Next time you add a new Person to Copper, the system will check if their email’s domain matches that of a company you already have in Copper. If it does, it will automatically associate that Person to that Company. Neat, huh?Here’s an example - I have a Company called Google whose email domain is “google.com”. When I later add “sergey@copper.com” as a Person, the system will automatically associate them with Google in the system. 2. They help prevent duplicate CompaniesSay you enter a new Company in Copper. If you fill out the Email Domain for that new Company, Copper will check if it exists on another Company entry in the system already. If it does, Copper will prevent you from creating a duplicate.The email domain of a Company acts as its unique identifier. This way, yo

Amie from CopperProduct Marketing Manager

Inline images have landed!

Coppernauts, you've been asking, and we’ve been listening. We're bursting with excitement to announce the launch of inline images to transform your email communication within Copper! As this new feature rolls out in the next couple of days, get ready to ditch dry, text-heavy emails and infuse your messages with visuals. Showcase your past projects, personalized greetings, or linked resources — inline images will captivate your audience and drive engagement like never before! 📣We’re exploring use cases for inline images (plus many other exciting features) during our next Product Pulse webinar on Tuesday, July 23, 2024 at 10am PT / 1pm ET. You won’t want to miss this one! Sign up here. This means you can now:Spice up your emails! Add logos, charts, or even funny cat pictures (we’re not judging!) to grab attention and make your message more engaging. Boost clicks and conversions: Turn your images into clickable links that take recipients to your website, landing page, or any other releva

Michelle from CopperCustomer Enablement Manager

⚙️ Workflow automation

Two Workflow Automation rules from Coffee with Copper

Hi Copper community! In this post, we’re highlighting the Workflow Automation rules that Chris demonstrated during our most recent Coffee with Copper. (Psst - you can get the recording here)Let’s dive deeper into the setup! A quick primer on Workflow AutomationWorkflow Automation lets you create rules that say when this thing happens, do that thing in response. This is called a Trigger and an Action. We have all the details on how it works in this article. But as a starting point, we recommend you follow along with one of the examples below.To create a new Workflow Automation rule, you’ll need to be an admin or account owner in Copper. Go to Settings > Automation > Workflow Automation > Add Workflow. Once you’re there, you’re ready to follow along with one of our examples. Example 1: Create a Task when an Opportunity enters a certain StageLet’s say we have a Pipeline called New Business that has Stages for Demo Booked, Demo Held, Consideration and Verbal Commit.Workflow Automa

Melanie from CopperSenior Customer Marketing Manager

🎓 Training & webinars

[Webinar Recording] ☕ Coffee with Copper: Blast off with Space Camp

Hey Coppernauts! That’s a wrap on Coffee with Copper: Blast off with Space Camp. With all the recent releases in Copper from our Email Automation tools, Forms, and all new Feed to flexible Pipelines for project management, it was time to take a step back and help you evaluate how you’re currently using Copper — and how this can evolve into the second half of 2024 to meet your goals. To do this, we’ve shared a hands-on worksheet to help you better understand how Copper can support your ideal customer journey, the team members involved and the features and functionality that will propel you forward.Paired with the worksheet, we covered the four core use-cases for Copper during this session: Connect, Win, Deliver and Grow. By understanding the use-case most relevant to your business today, you’re able to evaluate your current Copper setup and ensure you’re getting the most out of the platform and its features. Here’s a quick overview of what we covered: 👉 Evaluating your use case (3:0

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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Amie from CopperProduct Marketing Manager

June 13, 2024 - Power up your workflow with Copper's latest enhancements

Hey Coppernauts! We're excited to bring you another release packed with features and improvements to streamline your workflow and keep you connected. Let's check out what's new:New Features Booking link field: Stay on top of your schedule with the new Booking Link field in your User profile (click the User avatar in the upper left). Easily share your availability and streamline scheduling. This field is also available as a Sender merge field for even more flexibility. Enhanced email automation: Get even more control over your email automations! You can now create or edit the email template directly within the automation UI. Additionally, bounced emails will show up in the Errors tab of the details panel, allowing for automatic retries and ensuring your messages get delivered. Chrome Extension remembers you: Tired of toggling the Chrome Extension panel open and closed? No problem! The extension now remembers your preference and will persist your choice between opening closed when you

Melanie from CopperSenior Customer Marketing Manager

[Webinar Recording] Copper Product Pulse - May 2024

Hey Copper Community 👋 Our latest Product Pulse webinar recording is here and we took a slightly different spin on this session 👀 Our product team walked through an end-to-end demo of our Pipelines feature, from managing a sales workflow all the way to project delivery and more. If you haven’t considered Pipelines for projects, it’s time to take a look — we might just have you ready to wave goodbye to your current project management tools, and hello to consolidated customer experience flows in Copper 👏For a seamless flow between revenue and non-revenue processes, we’ve made significant updates to our Pipelines including:👉 All new and customizable Pipeline templates to begin capturing and managing unique customer flows in minutes.👉 The ability to remove revenue tracking from existing project Pipelines to transition your flows and continue working with your tailored processes.👉 The introduction of “Project” and “Item” record types in Pipelines for flexibility when managing more th

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