Marketing Tools

How to leverage your secret weapon for building better relationships – for Business Customers

  • 22 Topics
  • 55 Replies

22 Topics

G
GNLNew Participant
asked in Marketing Tools

Email click tracking concern

I have an email drip campaign I’ve launched.  It appears that the same people click on the email every time it goes out, exactly the same number of clicks.  Just seems unlikely the same ones would click every time and the same number of times.  Anything I should check or be concerned about?

2
A
1 month ago
D
dmfreeland
posted in Marketing Tools

Best Solution for Sending Leads to Copper from Website (via Lead Gen)

We currently have a lead generating PDF available as a free resource on our website. With our existing CRM, we can link the asset to a form so when the person fills out the form, they’re ingested into the CRM as a lead, added to an email sequence with multiple, automated marketing emails and they can download the resource. What is the best way to achieve this with Copper? We are subscribed to the Business Plan which includes email sequences and drip campaigns but I find the functionality extremely limited. I can’t even figure out how to create a segment based on tags or contact type. It just wants to give me lead scoring from website visits. Any advice and/or suggestions are welcome. Thanks!

9
D
1 month ago
A
AmyLynneNew Participant
asked in Marketing Tools

How do I delete a pipline?

I want to delete a pipeline, but, when I go to delete it, it says there are opportunies in it. I have everyone as either won, lost or abandoned. Is there something else I need to do to remove them from the pipline in order to delete it?

3
Michelle from Copper
Copper Employee
1 month ago
D
DanHKEngaged User
asked in Marketing Tools

Outbound marketing - email followup

I used to send several emails to B2B prospects. People that never heard about me before.I normally write my emails one by one, tailoring it to the recipient.I send them within my Gmail because I used to have different email aliases that don’t work within Copper, so I am forced to send the email from my Gmail instead.As long as I don’t use the “schedule” function, Copper keeps track of each email sent, so no problem. I want to send a follow up email to those people who received but didn’t open my email.To those who did receive my email but didn’t reply me.What I am doing now is going to the “My Tracked Emails” section and scroll down each email sent one by one (I never send bulk email, as said I tailor them and send one by one), but this is not convenient. First of all because they are all mixed with other common emails I send to suppliers, customers, etc...basically emails that I do not consider as part of my “Outbound marketing”, but merely operational emails (I don’t use separate ema

2
D
1 month ago
M
ManiNew Participant
asked in Marketing Tools

How to integrate copper with WhtasApp? how copper customers using it to track the intraction activities?

How to integrate copper with WhtasApp? how copper customers using it to track the intraction activities?

6
D
1 month ago
S
SindyNew Participant
asked in Marketing Tools

Copper Sales Person question about Upgrading

I need to understand what upgrading my plan will do for me. I have a plan that isn’t listed in the options now. I want to have campaigns designed to be sent out on time intervals Please have a Copper person call me to explain.Thanks,Sindy

1
Michelle from Copper
Copper Employee
3 months ago
M
MIANew Participant
asked in Marketing Tools

SMS directly from Copper.

Hello,Is there any possibility to send sms directly from Copper, to over 4k customers?Thank you!

4
Michelle from Copper
Copper Employee
3 months ago
G
GNLNew Participant
asked in Marketing Tools

Test emails in email sequences not sending

I am new to Copper.  I created a test sequence and added a few emails I then tried to send a test email, but it is never delivered.  How to I make this work properly? ThanksGreg

1
Michelle from Copper
Copper Employee
3 months ago
A
AshleyBCainNew Participant
asked in Marketing Tools

Change Font

Is there a way to change fonts in email marketing sequences? Thank you!

1
alex
6 months ago
M
mrsethwilsonEngaged User
asked in Marketing Tools

Best way to work with an email list?

I’m going to a trade show and have received a list of emails to send a one-time message to as an introduction and an invitation to our booth.I’m imagining that the best way to do this would be to import the list as leads, the list is approximately 1500 contacts.From there I could send out a single message sequence from the marketing tools section? These contacts are obviously not customers and I don’t want them in my people/companies list yet but not sure how to communicate through Copper or if I should use a different third party application like MailChimp?  

3
Michelle from Copper
Copper Employee
6 months ago
Z
zakhNew Participant
posted in Marketing Tools

Outfunnel issues (specifically sequence sending)

hi there,does anyone else consistently struggle with getting outfunnel (within Copper) to send out sequences on time or even at all?since the integration of outfunnel i’ve had problems with getting my sequences to:a) go out when they are intended tob) go out at alli’ve had some luck in the past by duplicating the sequence and then sending out the duplicate but it doesn’t always work.anyone have any tips or tricks around this issue?thanks

1
Michelle from Copper
Copper Employee
1 year ago
B
BruceNew Participant
asked in Marketing Tools

Best Practices for Householding in Copper

Householding is the process of organizing shared relationships under a common hierarchical structure like the following:Three individual records identifying clients living at the same address who we know as family members.Doe, Chris | 123 Anystreet | Anytown, USA Doe, Jane | 123 Anystreet | Anytown, USA Doe, John | 123 Anystreet | Anytown, USAHouseholding links the three records (and any future related records) so that if I want to direct mail the family I send to only one physical address and not 3 separate addresses.Smith 123 Anystreet Anytown, USA John Jane Chris        The “big idea” here is to understand and report on the overall relationship value of a related client set.  If I have twenty clients at a company, then I want to know the relational value of that company by virtue of the individual client records, etc.  This works for family units, businesses, hobbies (golf, cycling, etc) and other identifiers that could help me better understand how my clients’ relationships ho

1
A
Copper Employee
1 year ago
J
jasonEngaged User
asked in Marketing Tools

Marketing Emails filtered with connect field

Hello  I have the professional plan. I understand that the Business plan has a marketing email option. Can contacts be filtered (selected) with the connect field? Also does the marketing emails have a design section that would be similar to hubspot or mail chimp?  I would love to use one system. 

1
Michelle from Copper
Copper Employee
1 year ago
A
Alain KouzaNew Participant
asked in Marketing Tools

Google ads board

Hi !As a Google ads campaigner I need a CRM software containing: sales/cost per sale/profits/total revenues/... Note: in fact an IRO software to download into Google ads sheet.Thanks

1
Michelle from Copper
Copper Employee
1 year ago
B
BryanHNew Participant
asked in Marketing Tools

Does Copper have email broadcast capabilities?

I’m new to Copper and am curious if I can set-up Copper as an email broadcast tool, along with a newsletter opt-in on my website.

2
Michelle from Copper
Copper Employee
1 year ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
published in Marketing Tools

NEW FEATURE for our Business tier subscribers!

Hi Copper Community! We’re excited to announce the launch of App Connector for our Business Tier customers. App Connector: connect your web forms! Start syncing new web form submissions to Copper with our App Connector. It’s compatible with Wix forms, Elementor Forms, and Contact Form 7. And you have do custom field mapping to ensure the data you collect is stored in the right place in Copper. Analyze campaign performance using lead source data and subsequent web visits of leads created using the App Connector.Click here to learn more about connecting Wix forms, or click here to learn more about connecting WordPress forms such as Elementor Forms and Contact Form 7. 

830
Michelle from Copper
Copper Employee
2 years ago
S
seanalexander1New Participant
asked in Marketing Tools

Filter for one tag, but not another

I would love a multi-stage tag filter.  As of now you can only filter for matching “all” or “some” or “none” of the tags. However there are many times I want “all” of one tag, and “none” of another tag in the same filter. Who’s with me!!??

3
Michelle from Copper
Copper Employee
2 years ago
T
talList views beta tester
asked in Marketing Tools

Bulk emailing

I have been a customer for a long time and have been passive in the use of Copper. I am about to become more proactive again. One of the frustrations I had before was the lack of functionality and limits on sending out emails. I have 700 contacts that I want to keep in regular contact with and had to import them into mailchimp and process them there. Please could you guide me to the content where I can learn how to become more effective at storytelling with my 700 contacts on a regular basis. Andrew

1
Evan from Copper
Copper Employee
2 years ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
posted in Marketing Tools

Let's hear about how you're using Email Sequences!

Share an example of how your team is using Email Sequences to reach your customers and prospects. Let’s hear your ideas! I’ll start with an example we use this feature at Copper in the first comment. 

7
alex
2 years ago
MaryanneL
MaryanneLEngaged User
asked in Marketing Tools

Is there a cap to how many emails we can send with Email Sequences?

See title, thank you

4
J
2 years ago
Ravi
RaviEngaged User
asked in Marketing Tools

Is there a way to stop sequences for recipients who already replied to the last email?

I’ve got some sequences with multiple emails in them as a way to follow up to folks who don’t respond. If someone responds to one of the first emails in my sequences, how can I stop it from sending the next email in the sequence?

1
Wyndham from Copper
Copper Employee
2 years ago
MaryanneL
MaryanneLEngaged User
asked in Marketing Tools

How is email sequences different from bulk emailing?

Can someone explain the difference. Thanks!

1
Evan from Copper
Copper Employee
2 years ago

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