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- 269 Topics
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We are looking to starting a Snail Mail (you know - sending an actual piece of paper to people ) campaign to some of our contacts. I can see how to download the contacts to create the Mail Merge and send the Snail Mail. But I cannot see how to upload this ‘Activity’ back into Copper - so we can keep track of when we sent the last mailing. Any thoughts or best practices? Thanks in advance. - Dave
We use another software to start our request for proposals. Right now I take some of that information and manually create an opportunity in Copper. Sometimes the company and main contact already exist in Copper, sometimes they are new. But I still do this manually, is there a way I can import the data once a week into Copper?
Hi There,We use mailchimp for our email marketing and we often hold webinars and registration type of events. That data sits in Mailchimp with tags. I don’t know of a way to import tags from Mailchimp (tried Outfunnel and it only imports from Copper to MC) so I tried to import a CSV matching to the copper email and the new tag. I only had 2 columns, email and tag.Thank god for the revert option. I imported the record with the tag but it cleared the names with email prefixes and reverted the contact type to uncategorized!!Is there a safe way to do this?I followed the instructions to the letter. Nowhere did it caution you that by importing without all the existing info from Copper, that the new import with overwrite and wipe out data. I chose match to email and update.
I have many referral partners. Some of them refer other referral partners. All these referral partners refer potential customers to me. I need to track which referral partners were referred to me from other referral partners, and also which customers were referred by which referral partner. I can’t use affiliate links because these types of referrals are made through personal email introductions. What’s the best way to go about tracking all this?
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?
I must be missing something. Why can I only create reminders in 30 minute increments for a task? If there is an option for “custom,” should I not be able to customize the time? In the below example, I have a task that is due at 1PM. I would like a reminder 5 minutes before to get it done. Why can I not do this? ALSO -- I am unclear if this reminder will be an email notification or a ping notification on my phone (which is what I want).
What data/actions are the “Last Contacted” column header based on?One of my colleagues recently emailed a Contact that is associated with an Opportunity card, but the “Last Contacted” date still shows a date from 2020. This impacts the ability to order Opportunities accurately in the “List View”.Also, I cannot view her email in the Activity Feed associated with that Contact (it doesn’t even appear as “Locked”). Help/advice would be much appreciated!
We get referrals from either our Customer Care team or from other customers. From: third party or Customer CareTo: the person we would like to capture cc: the sales person. Will Copper detect the To: address and the message we are cc’d on so we can save the person as a Lead?
When we add a new contact, they are “Followed” by default. This creates too many contacts that we follow. We use “Followed Contacts” as key people, and don’t want to “Follow” every contact by default. Can you switch the default to “Not Followed”?
Hello. WE have been using Copper for serval years. Right now we would like to refresh the automation of it. We want to review the pipelines workflow and star over. we dont need the opportunities from the past but we dont want to loose the information either.LEads and People will stay, but Opportunities attached to them will disappear and I need a back up. Also workflow automation will disappear but I want a back up (not only turn them off, I want them off the system)How can I do this?
Question about Copper's "tracked email" from Gmail - If send an email and then I open the email I've sent, does my opening count towards them (the customer) as an opened email? If yes, is there a way to determine how many times the customer opened it or if they even opened it at all vs. my opening the email.
I am evaluating Copper and really like it. Connect Fields are a powerful differentiator that most similarly priced CRM software lacks. As powerful as they are, they would be infinitely more powerful if they could include a simple text description field or better yet drop-down menu. For instance I’ve created a connect field between Companies. But when I connect two companies there is no way to define the nature of the connection. For instance if there was a simple text field I could enter “client/architect” or “owners are friends” when the connection is created.I realize I could create a large number of different connect fields with dedicated labels for each type of relationship, but that adds a heck of a lot of noise when one relationship is more than adequate as long as you can give it a description.Thank you!
We’re looking to sync contacts with Copper to our mailing lists and vice versa. What we’ve discovered in doing a deep dive is that there are a lot of contacts in Copper not in Mailchimp and we have contacts in MailChimp not in Copper. Is there any easy way to do this going backwards? Our forms have been fixed so that they are now populating both areas. Second question around syncing existing contacts. Are we able to upload a list of emails to assign a tag in the people/company record that matches that list? We are looking to bulk update contacts based on conference attendance and some marketing outreach done with different partners.
We’re trying to understand the benefit of importing inquires into leads instead of people. I understand the qualification aspect and we do need to do that. What becomes challeging is that it can take some time to qualify that person and there are interactions that need to be documented that are not supported in leads.Th other key aspect we are trying to sort out is capturing source information from that inquiry. From what I understand in the documentation, if a opportunity is not created at the time a lead is “converted” then that source information is lost. We are converting leads before they are at the stage of Opps due to what I mentioned above and our workflow. So now I am wondering if we should be importing tags instead so as not to lose that data.And/or do we look at our OPs differently - perhaps a ‘qualified’ stage instead when we convert? The end game is to be able to track our marketing activities (web visits, mailchimp opens, sign up offers) automatically and then hav
Is there a way to automatically upload a record onto Copper that has been filled out on our Website?An example would be: A potential customer clicks on “new customer inquiry” they will fill out the info which will then create a lead record, same as if we were filling it out in copper ourselves.(A further ideal situation would be that we could alert with a notification the person who handles that lead that a new lead has come in).
I use a tool called Grammarly that checks spelling, writing structure, etc. It is a Chrome extension and works on 99% of any of the platforms that I use that allow for text, email, messaging.I am having trouble with the tool when I generate emails from within Copper. It behaves weirdly (e.g. when I accept spelling suggestions, it inserts the word in the wrong place and sometimes deletes the sentence the word appeared in.) Am curious if other users are experiencing the same issue.
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