I’m using a mixture of Surfe (a plug-in via Linkedin) and using Copper’s CSV bulk import function to add persons to my Copper Database. I then have a Copper workflow automation that when a person’s specific field is updated (which is defined by: “Action can occur any time this type of record is created, or when fields on an existing record are changed from not matching the conditions to matching the conditions”) to match owner, industry, contact type, and capabilities of interest (custom field)
Action 1: Create Opportunity in a pipeline
Action 2: Update Person to append, Standard, “TAG NAME”
The Automation successfully does this pretty quick.
Then under Marketing Tools > Sequences I have a Sequence set up to send emails the segment matching Contact tag “TAG NAME” to “New people added to the segment”, “Only contacts that have not completed the sequence”, “Stop Campaign if contact Replies”, “ Sending Schedule 24/7”, an unchecked dynamic sender
The “TAG NAME” on the Person in Copper stays but even after a full day or two the email sequence doesn’t register that person as part of the sequence and send the email Sequence as I desire. My current work around is to manually remove the tag on the person, wait 5 minutes, and manually add the tag back to the person. This works about 50% of the time. However, this is not sustainable for what I am trying to do.
Any ideas on how I can get this working?