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Platform Q&A

Your source for all your Copper questions and platform knowledge

1075 Topics

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mmajlufNew Participant

posted in General questions

Copper Search Engine

I have noticed that Copper search engine had some problem identifying similar patterns when I search some terms that are identically the same. For example when I search the word GO SHOP It throw me some results, but when I do with the term without capital letters It throws other results. What I expect to happen is that those differents term could give me the same number of results. The big problem is that when I write the terms the algorythm decide which to show me. When people in the company I work creates oportunities, they don´t find the original company and creat several times de same company with the same fields.

2 years ago

EmclarkNew Participant

asked in Reports & data

Tracking Days Between Opportunity Created and Result - Reporting

Is there a way to track the number of days between opening an opportunity, and when that opportunity reaches a specific stage in a pipeline? I’ve figured out how to calculate the days between Open and Closed, but I’m really hoping to be able to track how long it takes an Opportunity to move from Open to reach Negotiations Started, or Negotiations Start to Won.

2 years ago

Matt HortonNew Participant

asked in General questions

Segmentation For Marketing/Nurturing Process

Hello All,I was wondering what my fellow Copper users are currently doing to best segment their customers for marketing and email nurturing purposes inside the Copper platform? I’m not a marketing or technical guru, but we’re struggling with best practices and efficiency of how to do this. Please bear with my ramblings. We currently utilize Mailchimp and will be connecting that to Copper and Outfunnel. This should allow us to segment with greater detail, but are there any other good ways to do so directly inside of Copper, so it’s more of a native approach? Outside of “tagging”, it seems as though Copper has limited means of segmentation.Example: At the COMPANY level, we define markets such as Power, Industrial, Municipal, etc.. We do not carry these market fields to the PERSON level, as that’s duplicated work. Conceptually, we most often send our marketing campaigns via segmented markets, which without using Mailchimp and Outfunnel, would be impossible to do inside the Copper

2 years ago

NXPNWNew Participant

asked in General questions

Won, but still Open?

Is it possible to mark an Opportunity WON, but still have it OPEN? We like the thrill of marking these project as a winners when we land a deal, but would still like to easily keep them and their budgets in our pipeline until we actually get paid. I tried sorting with status as open and won, but that just gives me all opportunities that have either of these statuses. I guess I could also sort by dates, but this has the potential to miss something or bring in unwanted financial data. Thanks for your help.

2 years ago

Dorine.SNew Participant

asked in General questions

Task Syncing issue

2 years ago

MaryanneLEngaged User

asked in Marketing Tools

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

See title, thank you

2 years ago

MaryanneLEngaged User

asked in General questions

We're changing our email domain. Do I need to adjust something in Copper?

We’re launching a new website so our email domains will also be changing. How do I make sure all the emails, etc, will still be synced in Copper?

2 years ago

MMellonNew Participant

asked in Reports & data

Will my custom fields appear in the Copper Custom Report Builder (Google Sheet Add-on)

I’m trying to use the Custom Report Builder to create a pivot table analyzing data contained in custom fields that I created days ago. Which columns appear in Custom Fields exports made using the Google Sheets Add-On? How often do these columns update? What dictates the order in which columns appear in the export?

2 years ago

darrenphNew Participant

asked in General questions

How do I allow other users to see my emails?

My emails are syncing and I can see them in the activities on people, opportunities, etc. But my colleagues can’t actually see what I sent - they’re only seeing who the emails were sent to and at what time. How can I allow other users to see my email contents?

3 years ago

mltoList views beta tester

asked in General questions

Do I need to invite my users before doing a data import?

Do I need to invite my users before I do a data import? Or can it happen in either order? Thanks

3 years ago

mltoList views beta tester

asked in General questions

How do I re-assign / change owners on all opportunities at once?

Is there a way to assign all opps to a different owner? I really don’t want to do it one by one. Thank you in advance.

3 years ago

MaryanneLEngaged User

asked in General questions

I imported data and now I see a bunch of strange characters (â€¢, Â, â€)?

Please help, it seems to affect contacts that have apostrophes in their names. What did I do wrong and how do I fix it?

3 years ago

Ken from CopperVP of Customer Success

published in Community Feedback

Subscribe to Discussion Forums

Did you know you can subscribe to discussion categories and Product Updates and get up-to-the-minute information sent to your email?Simply navigate to the area of interest and click the button belowDon’t worry. You can always edit your subscriptions from your profile page as well or by clicking the prompts at the bottom of the emails you get.https://community.copper.com/settings/generalYou are also automatically subscribed to any new post you make or to any conversation you have engaged with. You can mute those notifications as well.We plan on using the community for a lot of the communications we make about the product - new features, new webinars, product roadmap, etc. Use this opportunity to stay connected to Copper!

200

3 years ago

MaryanneLEngaged User

asked in General questions

How do I make to-do lists for each pipeline stage?

Basically, every stage in our pipeline involves a set of tasks or to-dos that need to be done before moving to the next stage. How do I build this in Copper?

3 years ago

darrenphNew Participant

asked in Reports & data

Activities in new Reports Dashboard

I'm trying to replicate the "Activity by User" legacy report in the new reports- is this possible? I'm not seeing activity data attributes in the new reports

3 years ago

RaviEngaged User

asked in General questions

I'm not seeing the integrations section. Help?

Hey, I’m trying to grab an API key and the instructions are telling me to go to Settings > Integration. But when I open Settings I don’t see an Integrations section?

3 years ago

RaviEngaged User

asked in General questions

How do I change account owners?

I need to transfer ownership to someone else. How can I do this?

3 years ago

darrenphNew Participant

asked in General questions

How do I change my subscription?

I’m on the Basic tier but I want to get on the Professional. How do I update my subscription?

3 years ago

darrenphNew Participant

asked in Workflow automation

Getting an error "Unsupported values" when I try to save my workflow automation

Hi, it’s not letting me save the automation rule and it’s saying “Unsupported value.” Am I doing something wrong?

3 years ago

darrenphNew Participant

asked in Integrations, Zapier & API

Is there a way to integrate with LinkedIn?

We’re spending a lot of time copy/pasting data from LinkedIn into Copper. Is there a way to integrate the two?

3 years ago

RaviEngaged User

asked in General questions

How do I add a second address for contacts?

I have office address and mailing address. How do I store both? Thanks!

3 years ago

RaviEngaged User

asked in Integrations, Zapier & API

VOIP with integration that automatically logs texts?

Hey, my team does a lot of texting with our clients. Do you have any recommendations for a VOIP service that integrates with Copper and can do automatic text/SMS logging?

3 years ago

MaryanneLEngaged User

asked in General questions

Can I block a user from importing data?

Just want to make everything stays clean after I import it. Please let me know if there is a way to do this.

3 years ago

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?

3 years ago

darrenphNew Participant

asked in General questions

Is there a way to stop particular email address and/or email domains from syncing?

For instance, there's a correspondence with a real estate attorney that I don't wants sales representatives natives to see.

3 years ago

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