How to leverage your secret weapon for building better relationships – for Business Customers
- 13 Topics
- 26 Replies
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
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
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.
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.
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
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?
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