We've dropped another hot feature: automate a series of emails
We're deep diving into automating a series of emails
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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 Community 👋The next chapter of our email automation product drop is here: email series 🎉 As teased during our March Coffee with Copper webinar, we’ve begun rolling out the ability to automate a series of emails to our Business plan customers. Efficiently and elegantly nurture your key customer relationships — on autopilot 🚀📣 We’re deep diving into automating a series of emails during our next Copper Product Pulse webinar on Tuesday, April 23, 2024 at 10 am PT / 1 pm ET. Register here.Never miss a crucial touchpoint with the magic of email series. You’ll have all the functionality of automating a single email, plus: Tailored, 3-step automations to cover more groundIt’s a busy world out there and sometimes folks need more than just one nudge. Now you can take your customer nurture even further by adding up to three steps in your email series, each with unique templates so you can try out different communications at different times to spark engagement. You now have the ability to a
Hello! This guide is part of our quick start series.In this article, we’re going to explore managing pipelines in Copper. Use the links below to jump sections.What is a Pipeline? What is an Opportunity? Opportunity statuses Filtering Pipelines Switching between Pipelines Switching to list view Now you’re ready! What is a Pipeline?A pipeline is a process that’s split up into stages. For example, you might have a sales pipeline with stages for Initial Consultation, Demo, Proposal, and Contract.Each pipeline hosts Opportunities. What is an Opportunity?Opportunities are the individual items that move along a pipeline. They each represent one deal, deliverable, or end result that you are pursuing. For example, you might have one Opportunity for each potential sale you are making.Create an Opportunity by clicking the Add New button.As you nurture an Opportunity, you can move it through the pipeline.Like a person record, an Opportunity houses information in three different sections:Details, s
I was trying to help someone on my team send a bulk email, but she didn’t have the bulk email button there. Instead there was a single email icon to send to all of the people we checked off as one single email that included the 30 people. How do we get her the bulk email icon if it’s not there?
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
Hi, we usually use the option to copy the stages from an old pipeline to new pipelines, but we can’t find that option anymore?And when we try to make a new pipeline, it suggests some templates for stages, but we can’t make our own template, and i think that would be a very nice option to have :)
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.
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