November 18, 2022 - New iOS navigation, 'Participants' view sunset on Chrome extension

This week, we introduced a new navigation to our iOS app, sunset ‘Participants’ view from the Copper Chrome extension, and continued to squash bugs 🐜  Mobile appWe’ve re-designed our navigation on iOS to create more consistency with the Google apps you know and love. You’ll be asked to turn on the new navigation following your next app update. You can also turn the new navigation on or off by clicking the ☰ tab.New iOS navigationWe hope to introduce the new navigation to Android in the coming months — stay tuned! Chrome extension Improving Chrome extension reliabilityWe continue to make improvements to our Chrome extension, including: Preventing Copper users from being counted as an “email open” when they read their own emails in Gmail on desktop. Now officially supporting split-pane view in Gmail. Improved reliability in identifying other Copper users and colleagues at your organization. As part of these improvements, you may be prompted to re-enable or refresh your Chrome extension to gain access to these updates. For more information and instructions, click here. Participants viewCopper has decided to sunset the “Participants” view in the Copper Chrome extension.Participants view in Copper Chrome extensionThis feature was introduced in November 2021 and was intended to make it easier to find and add contacts that were not already in Copper. However, we’ve received feedback from customers that the Participants view added additional friction to their workflows by requiring several clicks to see contact details, past activity, and related information.We’ve made the decision to revert back to the previous behavior, where we display the contact record of the person who replied most recently.This change will be rolled out automatically over the next couple of weeks. Bugs & EnhancementsWe’ve fixed a bug where Opportunity cards did not automatically re-sort after clicking the “Sort By” filter.

October 21, 2022 - New Reports permissions, Invite User button, improved email open tracking

This week, we introduced new permissions for non-admins to access Reports, started rolling out a new user invite button, and improved email open tracking reliability. New Reports Copper admin or account owners can now invite any user on their account to view or edit reports.To grant permissions to users, head to Reports, then click the gear icon in the top right corner. Next, select “Configure Reports Permissions”.Within New Reports, click the “Gear” icon, then click “Configure Reports Permissions.”You’ll see a list of all your account users. From here, you can decide which access level each user should have: “Can Edit” allows users to view shared dashboards, create insights, and invite new users. “Can View” allows users to view specific dashboards that are marked “Shared.” Note: If you are using Team Visibility, you should set your users to “Can View,” as team visibility does not transfer over to reporting. “No Access” means the user cannot see any reports, dashboards or insights. A new dropdown appears to select the user access you want to grant.Click “Save.” Copper will add the Reports section to users’ Copper menu within 24 hours. User management Copper will soon be making it easier and faster to invite new users by adding an “Invite” button to your menu.A new Invite Users button will appear on your Copper menu.If there is an open seat, the newly invited user will be assigned the open seat. If there are no open seats, account owners will be prompted to purchase an additional seat to complete the invite process. Admins and regular users will see a pop-up prompting them to reach out to the account owner to purchase a new seat.If you do not want regular users to invite new users, head to Settings > Account Settings > Invite New Users. Check the “Only allow Account Owners and Admins to invite new users” box. Learn more here. Chrome extension We’ve been hard at work to improve the reliability of our email open tracking feature. This week, we rolled out the first of several updates to our Chrome extension that will prevent Copper users from being counted as an “email open” when they read their own emails in Gmail on desktop.As part of these improvements, you may be prompted to re-enable or refresh your Chrome extension over the next few weeks to gain access to these updates. For more information and instructions, click here.

New in Copper: Easily share reports with your team

Collaboration is at the heart of Copper, so we’re excited to introduce additional permissions for our New Reports suite. Your whole team can now access and analyze important data and make more educated decisions when managing relationships in Copper 👏With this update, Admins and account owners can say goodbye to exporting reports manually — and instead provide users with direct access to reports. There are two permission levels to choose from: “Can Edit”: Users can view all shared dashboards, create new dashboards, and build their own insights. “Can View”: Users can only view dashboards shared with them. They won’t be able to create new dashboards or build their own insights. If you are using Team Visibility, you should set your users to “Can View,” as team visibility does not transfer over to reporting.  How does it work?  Granting users access to reports is simple! Follow these steps: 👉 Click on the Reports tab in the Copper menu. If you’ve never accessed our new reporting suite before, you’ll need to request access first.👉 Click the gear icon in the top right corner, and select “Configure Reports Permissions” 👉 Choose the users you’d like to grant edit or view access 👉 Click “Save”👉 For view-only users, make sure to share the specific Dashboards with them The Reports module will then be added to your users’ accounts within 24 hours. Learn more about reports permissions in our help documentation here. If you have any questions or feedback on this update, share it below! We also host weekly reporting Q&As if you need more support — Sign up here.Reports are available to all customers on Professional and Business plans.Save the date! Our Q4 Coffee with Copper live webinar will cover all things reporting for you and your team. Register here

October 7, 2022 - Integrations marketplace, Mailchimp activity sync, contact suggestions on iOS

This week, we introduced our new integrations marketplace, will start syncing Mailchimp activities to your contact’s activity feed, and started surfacing contact suggestions in our iOS app.Integration marketplaceThis week, we introduced our new integrations marketplace, which showcases the different ways you can connect Copper to your other favorite tools. Our marketplace includes integrations built by Copper, integrations built by other business tools, and some top integrations built by Zapier.Know of an integration we missed, or want to request a new integration? Let us know in the comments!Mailchimp integrationOver the next few weeks, Mailchimp activities will start to sync directly to your contacts’ activity feeds in Copper. This update helps you better understand where your Mailchimp communications land amongst other interactions you and your team are having with prospects and customers.Mailchimp activities now appear in your Copper activity feed!By default, you’ll start to see the following activities in your feed: Sent Opened Clicked Bounced Unsubscribed Landing page signup Website signup Note: Admins and account owners can change which Mailchimp activities appear in the activity feed, and which activities count as an “interaction.” To change which Mailchimp activities appear in the activity feed, open a contact record, then open the Mailchimp dropdown on the right hand side. Click Sync > Activity Sync Settings > then select which Mailchimp activities you want to sync. All new activities sync within 24 hours. To change which Mailchimp activities count as an Interaction, head to Settings > Customize > Manage Activity Types. Uncheck the activities you do not want to count as Interactions.  Mobile appWe now surface contact suggestions based on your email history throughout our iOS app.In the “More” tab, we now have a “Suggested People” option, where we surface contacts you’ve interacted with recently that have not yet been added to Copper.Click the “More” tab, then click “Suggested People” to quickly add contacts you’ve emailed recently.Additionally, when you click the plus button, then “Create Person”, we also surface suggested contacts so you can add them in one click.When adding a new person manually, we’ll make suggestions based on contacts you’ve emailed recently.Suggested contacts will appear in your iOS app on your next update, and we plan to introduce this feature to Android in the near future.Bugs & Enhancements We resolved an issue where attached or synced files disappeared after merging two records. We fixed a bug where some users could not “pin” a note to the top of a record. We resolved an issue in Company and Opportunity records where clicking the “View in List” button within the Contact dropdown did not display the list of related people. We added icons to the “Add New” dropdown on the People tab and within the activity feed filter dropdown.

August 26, 2022 - Facebook Custom Audiences, New Reports improvements and mobile pipeline editing

This week, we added Facebook Custom Audiences to our App Connector on Marketing Tools, increased New Report’s refresh rate, introduced a new mobile-optimized Pipeline experience, and more!Marketing ToolsYou can now sync Copper contacts to Facebook Custom Audiences via our Marketing Tools' App Connector!Facebook Custom Audiences is an ad targeting option that allows you to advertise to your existing customers on Facebook, Instagram, Oculus, and more. Facebook Custom Audiences also supports lookalike audiences - where you can expand your advertising reach to other users that are similar to your customers.To get started and learn more, click here.New ReportsWe’ve increased the refresh rate of reports to 4 times daily. In addition, we’ve improved the accuracy of our last data sync timestamp. We now display how long ago new data was pulled into reports.We now display how long ago new data was pulled into reports.Mobile appWe’re rolling out a new mobile-optimized Pipeline experience. Admins no longer need to switch to our desktop app to edit their Pipelines, this feature allows them to do this directly in the mobile app, with a simple and intuitive drag and drop experience.You can now edit your pipelines directly from the mobile app.This feature will be available in your next Copper mobile app update.Custom FieldsIn July, we rolled out a new button that allowed admins and account owners to create new custom fields directly in People, Opportunity & Company records. This week, we started rolling out this capability to Task and Project records!A new button will appear on Projects and Tasks to add a new custom fieldTo edit or remove custom fields, go to Settings > Customize > Manage Fields on Records.Bugs & EnhancementsWe’ve squashed a few bugs this week: On our Google Chrome extension, we fixed an issue where an error message (“An error occurred while looking up GCal event participant”) appeared when creating a new calendar event. On our Android mobile app, we’ve improved app performance to make it faster and smoother. We also fixed a bug that was stopping SMS activities from being created for some users. These updates will roll out over the next week. On our iOS mobile app, we’ve made it easier to take a photo to upload to Copper. You no longer have to rename a photo before uploading.

Facebook Custom Audiences comes to Copper Marketing Tools 🔥

Interested in running a targeted Facebook campaign, but haven’t dipped your toes in yet? Or maybe you have, but you’re managing it manually (and tediously 😬) outside of Copper. Well, we’ve got some exciting news: Copper Marketing Tools now connects 🔌 directly to Facebook Custom Audiences. Business plan users can automatically add new contacts from Copper right into Custom Audiences and land targeted messaging in front of their customers and prospects. Not sure why and how to use Facebook Custom Audiences? We break it down below👇🚨 Already advertising on Facebook? Click the link below to jump to Linking Copper Marketing Tools to Facebook Custom Audiences later in the article. Linking Copper Marketing Tools to Facebook Custom Audiences  Facebook’s audience is big … like, really big 🤯 As of the second half of this year, Facebook’s daily active user count hit 1.96 billion people worldwide — that’s a huge population covering a wide range of social and economical demographics, and geographies. What’s more, Facebook now exists within Meta, the technological umbrella uniting the Facebook platform, Instagram, Whatsapp and Oculus. Through Meta, you can target your ads to Facebook and Instagram, in addition to other websites using Facebook’s ad network. It’s no secret that Meta and its properties have become prime advertising platforms for many businesses to get in front of their ideal customers. With the right targeting and segmentation, it can also be pretty cost effective (cha-ching 💸). And Facebook’s highly customizable ad targeting helps make this happen 👇 Hitting the bull’s eye with Facebook Custom Audiences 🎯 Facebook Custom Audiences allows you to target ads to specific people that’ve already engaged with your brand. They may have visited your website, or maybe they filled out a form — and now you can place a custom message right in front of them. You can also get pretty crafty with custom audiences by targeting different segments of prospects or customers, so your ads are always tailored and landing when it makes the most sense within the customer journey, leading to better ROI and conversion rates.  How does it work? Imagine someone comes to your website, views a resource, looks at a product page, considers your pricing, but doesn’t purchase. You can send them a direct advertisement on Facebook with a special offer or discount code to reel them back in. How sweet is that?  Take the next step with Facebook lookalike audiences 🏃‍♀️ The fun doesn’t stop there. You can also create lookalike audiences from your Custom Audiences. Facebook’s algorithms will look at your Custom Audiences and will find other users with similar characteristics. Identifying lookalike audiences allows you to advertise to people likely interested in what you have to offer 👍Here’s an example: You’re a craft coffee shop owner also running an online store and you’re advertising a special offer to a Custom Audience made up of customers that order your small-batch coffee beans on a regular basis. You might also want to find more coffee connoisseurs to grow your business. Facebook will look at your Custom Audience, and will find other individuals likely to buy coffee beans from you — for example, they live nearby and like shopping local, are between the ages of 25 and 35, and are interested in sustainable food practices. Facebook will then target ads to people who fit this profile and continue to make adjustments depending on how the ads perform. More people learn about your business and your coffee sales grow. It’s that easy to use Facebook lookalike audiences.  Getting started with Facebook Custom Audiences To get started with Facebook Custom Audiences, you’ll need to sign into Meta’s Facebook Ads Manager for your business. Once you’re in Facebook Ads Manager, click the hamburger menu on the left side to see your options. From there click on Audiences.  Here, you’ll select Create a Custom Audience. You’ll need an already existing Custom Audience in Facebook with one contact in order to sync this with Copper’s Marketing Tools.  On the next screen, you’ll need to select Customer list as the source for your audience, which will allow you to sync your list with Copper.  The next page will prompt you to begin building your customer list. You’ll need to add at least one contact to sync your list up to Copper. You can upload contacts by importing a CSV or TXT file. This panel will walk you through the uploading and formatting options.  Once you’ve added a contact or contacts, you can link your custom audience to Copper’s Marketing Tools. Linking Copper Marketing Tools to Facebook Custom Audiences Now you’ve got your Custom Audiences built in Facebook and you’re ready to go. Linking Copper Marketing Tools means less time spent manually updating your Facebook customer lists. You’ll save time and avoid having to pause campaigns. Contacts will be sent to Facebook every 24 hours, and will appear in Facebook within 4 hours. To link the two together, go to Marketing Tools within Copper’s main navigation on the left. 📌 Note: Only admins using Copper’s Business plan will be able to link Copper and Facebook Custom Audiences.From there, select App Connector in the left corner. Next, select Facebook Custom Audiences from the apps available and click Create Connection below. If you don’t see the list of apps available, select Create connection in the top right corner first.You’ll have to authenticate your Facebook Ads Manager Account to continue.  Once authenticated, click Create Connection to continue. From there, select your Custom Audience from the dropdown available. If your Custom Audience is missing, you may need to hit Refresh fields.  Next, you’ll select the contacts you’d like to send to this Custom Audience. The lists available for syncing are based on the filters set up in Copper and tags you may have created.📌 Pro Tip: Review and consider your mapped fields. The more fields you can map, the more likely Facebook will be able to locate and target your audience. Things like company name, a phone number and person name can improve accuracy. Then you’ll hit Activate in the top right corner to set the connection live.And that’s a wrap on Facebook Custom Audiences … enjoy!This feature is now available for Business tier customers. To learn more about our Business plan, reach out to our sales team at sales@copper.com. Melanie at Copper 

It’s here: Advanced filtering on text fields is now available in Copper

You asked, and we listened — advanced filtering on text fields is now available in Copper! 🥳 You can now easily locate and segment important records by filtering on default and custom free form text fields right from the web app. Create customer segments in a flash 💫 so you can focus on the relationships driving the most value for your business and prevent key clients from slipping through the cracks. With Copper’s new text filtering, you can: 👉  Filter on default and custom text fields on your Copper records to locate important contacts       and companies 👉  Match text fields “exactly”, “containing”, “with any value”, or “with no value” to        flexibly segment your customer records👉  Import data with custom text fields you can later filter on — no need to reformat your data in       order to use filters How do I use this feature: On your Company, People, Opportunity or Task lists, click on “filter” in the top right corner then scroll down to the bottom of the filter list. Click the field you’d like to filter on to open the criteria menu.From there, hit “Add Criteria” to select the conditional logic you’d like to filter on (matching “exactly”, “containing”, “with any value” or “with no value”) to get specific and segment your customers 🔥The option for multiple criteria helps you find exactly what you need 🔍You can take it a step further by using the match “any”, “all” or “none” function to qualify your search. We hope you enjoy this feature. Happy filtering!Melanie at Copper 

August 12, 2022 - Automatic mobile contact sync and meeting scheduler sunset

This week, we reintroduced automatic contact sync from your mobile device, fixed a few bugs, and introduced additional decimal places in number fields. We will also be sunsetting our meeting scheduler feature on August 31.Mobile appWe’re reintroducing the option to automatically sync your new device contacts to Copper. This auto-sync will now exclude Google Contacts, as this previously caused duplication for customers who also have our Google Contact sync enabled. This feature will roll out to all users over the next week.Meeting SchedulerA few months ago, Copper announced that following Google Calendar’s launch of its appointment scheduling feature, we will be sunsetting our own Meeting Scheduler on August 31, 2022.We recommend users migrate to Google Calendar’s appointment scheduler, or explore Calendly or Calendar Hero as soon as possible to minimize any disruption. Don’t forget: You may have Copper Meeting Scheduler links embedded in email templates, within your marketing automation flows or on your website.Bugs & EnhancementsWe’ve squashed a few bugs this week: Some users have been experiencing error messages that include “context invalidated” while using our Chrome extension. We’ve fixed a few bugs that should resolve the majority of the errors. We’ve also made a few small enhancements: We now support up to 17 decimal places in number fields! Previously, we had a limit of 2 decimal places.

July 29, 2022 - Advanced filtering on text fields

Record filteringYou asked, and we listened — advanced filtering on text fields will soon be available in Copper! You’ll be able to easily locate and segment important records by filtering on default and custom free form text fields right from the web app.With Copper’s new advanced filtering, you can: Filter on default and custom text fields on your Copper records to locate important contacts and companies Match text fields “exactly”, “containing”, “with any value”, or “with no value” to flexibly segment your customer records Import data with custom text fields you can later filter on — no need to reformat your data in order to use filters To get started, click on the “filter” in the top right corner of a Company, People, Opportunity or Task list. Next, scroll down to a text field (like Name or Title). From there, you can select the conditional logic you’d like to filter on (matching “exactly”, “containing”, “with any value” or “with no value”).Additionally, we will also be rolling out the ability to select multiple criteria over the next few weeks. You’ll also be able to take it a step further by using the match “any”, “all” or “none” function to qualify your search.Coming Soon: “any”, “all” or “none”, and selecting multiple criteria. Bugs & EnhancementsWe’ve squashed a few bugs this week:Some areas of our import and export tool had mentions of “Prosperworks” (our old company name) that we’ve now switched to “Copper.”  We’ve increased security on our web app email.We’ve also made a few small enhancements: When you’re creating a new Pipeline, when you click “Done”, we’ve added an animation to indicate that your new Pipeline is being built. Within (New) Reports, bar charts, column charts and stacked area charts are now in the same left-to-right order as the legend. Within records, we’ve made empty custom date fields easier to understand. For example, if your organization has created a “Birthday” custom date field, and that field is empty, it will say “Add Birthday.”

July 15, 2022 - Custom field creation on records and support improvements

This week, we added an “add new field” button to add custom fields directly on records. We’ve also made improvements to our support experience. Custom fields Admins and account owners can now create new custom fields directly in Person, Opportunity or Company records.Previously, all custom fields needed to be added in your Copper customization settings. Now, whenever you identify missing data that you want to add to a record, you can simple click “Add a new field” - saving you time and without losing context. From there, you can select the type of field, the name, and which records you want it to appear on.To add a new field, look for the grey button in the “detail” list while previewing the record in the side tray, or on the bottom left of the record when in full page view.Add a new custom field within a Person, Company or Opportunity record, then choose where the field should appear.​The button only appears to admins and account owners. Editing or removing custom fields can be done by heading to Settings > Customize > Manage Fields on Records. Support The Copper support team has been hard at work upgrading your support experience. You can now: Have quick questions answered by our AI-powered assistant, or talk to a real person. We’ve invested resources into achieving faster response times. Chat with our support team from anywhere! You can start a conversation on desktop, then continue your conversation via email via notifications within the Copper mobile app. Find resources faster, from training documents, webinars, how-to guides and release notes. On desktop, click the pink help icon in the bottom right corner. On mobile, click the settings menu, then click “Help & Support.”The pink help icon in the bottom right corner has everything you need to become a Copper expert.As part of our improvement efforts, the small grey help icon in the top right corner of the web app has been removed. Release notes are now also housed within the help portal. If you want to receive release notes via email as soon as they are available, head over to Copper Community, then click the “Subscribe” button.

July 1, 2022 - Mobile app support, email visibility settings, and legacy Google Workspace add-on sunset

This week, we started rolling out new support options in our mobile app, provided new settings for admins and account owners to set the default email visibility for all users, and sunset our legacy Google Workspace add-on.MobileYou’ll soon be able to chat with our support team, access support links, and learn about new features directly from our iOS and Android mobile apps! Click the menu in the bottom right corner, then click “Help & Support.Click the menu in the bottom right corner, click “Help & Support”, and the same support experience you see on desktop will now appear on mobile.In addition, you’ll soon be able to upload files from Dropbox to Copper from the Android app. You also now have the option to take a photo or attach a previously taken photo on Android. SettingsWe rolled out a new setting that enables Copper admins to set a default email visibility for all account users. Until recently, your Copper users could decide if they wanted their email content and files to be visible to all other users by default, or private. Now, admins can set the default email visibility  for all users.At Copper, we’re all about transparency. We’ve found that giving teams visibility into the conversations happening with their customers is instrumental to their success with Copper. For that reason, we strongly recommend changing your organization’s setting to “always visible by default.” Just head over to Settings > Personal Preferences > Email Settings and Templates. Scroll down to “Individual Email Visibility Control (Admin)” and select “No (Always visible by default).” It looks like this:Admins and Account Owners will have the option to set the default visibility for synced emails across all user accounts.Once this setting is changed, only new emails will be set as visible. Previously synced emails will retain their original setting. End-users can still mark any individual email as visible or private, if required, within records.Google Workspace Add-OnWe’ve made the difficult decision to sunset our legacy Copper CRM Add-On for Google Workspace, and focus our development efforts on the Copper Chrome Extension.Our Chrome Extension has a number of added features that the Add-On did not have, including: Full functionality across all record types Surface synced files, and attach files from Copper See additional information from connected tools like QuickBooks and Mailchimp Create tasks and reminders from emails and records Email templates and merge fields We do still offer our Copper CRM for Google Sheets Add-On, which allows you to export data from Copper into Google Sheets. It was also recently selected as a Recommended for Google Workspace app.

June 17, 2022 - Text filtering, web tracking for forms, and mobile login enhancements

This week, we started rolling out text filtering, improved our web tracking via forms, introduced a new mobile welcome screen, added some Google data access settings, and squashed some bugs. 🔊 Want to be notified as new features are rolled out? Subscribe to our release notes!Head over to our Product Updates page, then click the purple “Subscribe” button on the right hand side. If you’re new to Copper Community, you’ll need to sign in with your Copper account before subscribing. Text FilteringYou asked - we delivered! We are rolling out the ability to filter on free form text fields.Over the next few weeks, you’ll be able to filter on default or custom text fields across people, opportunity, company, project and task records. Text filtering can help you more easily locate and segment your records, and assist with importing new data into Copper.When in a list or pipelines view, text fields that can be filtered will have a “Show Settings” option to the right. When selected, you can match text fields “exactly”, “containing”, “with any value”, or “with no value.” Click “Filters”, then select the text field you want to filter.In July, we will also introduce the ability to add “and” “or” and “none” options, to filter even further on text fields. Subscribe to our release notes to be notified when this becomes available! Marketing ToolsOur website visitor tracking can now identify visitor traffic to contacts that fill out any HTML form, or select iframe forms.Before, we only supported a select number of HTML forms, and any other forms required additional HTML class settings in the form. Those HTML class settings are no longer required.You still need to use the App Connector to have new form fills added to Copper automatically. These new updates only layer in web visits to existing contact records.Website visitor tracking is available for Copper Business plan customers. For more information, read our support article here. MobileWe rolled out a new welcome screen on our iOS and Android mobile app. Fun fact - when you click on the people icons - they turn into checkmarks and fade away!SettingsWe rolled out a new setting under “Personal Preferences” > “My Preferences”. By clicking on Google Account access management link under “Account Activity Security”, users can revoke Google data access and end active sessions. Users could already revoke access to Copper from within their Google Workspace account, however we are now surfacing this setting inside Copper. Bugs & Minor EnhancementsWe fixed several bugs across our web app and mobile app. We fixed a bug where the pipeline page broke for a small number of customers We improved accessibility by increasing text contract on our login screen and custom fields settings page. We fixed an issue where a small number of Android users trying to upload a file from Google Drive received a “this app is blocked” error message.

It’s here! Files at your fingertips with Copper’s latest release 📂

The file goose chase 🦆 is over! A new way to access and organize important customer files is here. Being in a customer-facing role, you’ve probably noticed your files aren’t always where you need them to be — especially if you’re following up on customer conversations from days or weeks ago. Our newest release puts files right at your fingertips with Copper’s auto-related files and easy access to documents right from Gmail. The days of searching through Google Drive folders, emails and message threads are behind us 🚀 You’ll be on the ball with customer interactions and able to spend more time doing actual work instead of searching for that elusive file 🔍 Check out this quick video overview: How does it work? ⚠️ Heads-up! You’ll need to enable this feature to get started. Check “mark synced emails visible and automatically relate files to records” in your settings if you haven’t already. You can access that setting here. Surface your most important client documents where you need themYour files section has gotten a facelift, and you’ll be able to toggle between three different options:  Your manually uploaded files will continue to appear under Uploads  Under Auto-Related, Files and Google Docs emailed to contacts in Copper now appear automatically on their Person record 💪 Under All Files, you’ll see both documents you’ve manually uploaded and your auto-related files  You can search by name and preview or download the files you need ✨ New auto-related files accessible on your People records Discover People files related to Companies and Opportunities Company and Opportunity records also got a facelift! You’re now able to explore files added to Person records within a Company or Opportunity. No need to flip-flop between record types to find the document you’re looking for 👀 Click on People Files and select a contact to look through the files associated with their record.  Access People files right from Company and Opportunity records Locate and send documents right from GmailThings get even more exciting in Gmail! When you have Copper’s Google Chrome extension installed and you’re composing an email, you can now click the paperclip icon 📎 to add files directly from Copper. When Add from Copper is selected, you can search for files by name or by People, or peruse your most recent files 🙌 Add documents right from Copper in your Gmail inbox How do I use this new functionality?  Copper’s new file features are now available to all customers. To ensure everything is working properly, you should: 🚨Install the Copper Chrome extension to use this functionality in Gmail.🚨Make sure your synced emails are visible, which allows attached files and links to be auto-related to your records, and your team to have visibility. Go to Settings > Personal Preferences > Email Settings and Templates, then ✓ check “Mark synced emails visible and automatically relate files to records.”  Frequently asked questions:  How far back will Copper auto-relate files? Auto-relating files will only happen for net-new files and emails synced to Copper.  What if I don’t want to use this functionality?By toggling your file view to Uploads, you’ll only see files you and your team have manually uploaded. If you don’t want files to auto-relate to records, you also have the option to set “mark emails as private” in your email settings. Does the feature recognize duplicate files?The auto-relate functionality will recognize duplicate files by file name, content or ID (if it’s in Google Drive or a Google Doc). For example, if a file is shared multiple times in an email thread, it’ll only appear once within the Person record’s auto-related file section.  We hope you enjoy this new functionality and we look forward to hearing your thoughts 🙂The Copper team

June 3, 2022 - File organization and updated lead scoring

This week, we rolled out our new file organization features to all customers, added the ability to assign unique lead scores to specific webpage URLs, and fixed bugs on Android. Gmail Sync It’s here! Last month, we announced we were working on a new way to access and organize important customer files - and it’s now available to all Copper customers on all plans!The days of searching through Google Drive folders, emails and message threads are behind us. All the files you send to customers will now be automatically added to records in Copper. Here’s how it works:Automatically attach files and Google Drive links from Gmail or Calendar to Copper records. You won't need to worry if your team remembers to upload files — and if a team member leaves, every file will be accounted for. Files and Google Drive links shared in emails automatically upload to Copper and relate to records Surface files across your person, company and opportunity records. No need to open multiple tools to see all your files; you can see exactly what was sent, and to whom, without losing track amongst many sales calls and sometimes months-long sales cycles.To see files, navigate to the right-hand side of your screen, then click the “Files” drop down. If you’re in Gmail or side-tray mode, you’ll need to click the “Related” tab first, then click the “Files” drop down.Files you send to your contacts will surface on company and opportunity records.Attach files from Copper directly to your emails. Copper makes suggestions based on files you commonly attach to emails, eliminating the hunting and pecking you used to do.Click the paperclip icon, and select “Add from Copper.” Using this functionality in Gmail requires our Copper Chrome extension.Find files you commonly attach when drafting an email.⚠️  To get started, you’ll need to make sure your synced emails are visible, which allows attached files and links to be auto-related to your records, and your team to have visibility.Go to Settings > Personal Preferences > Email Settings and Templates, then ✓ check “Mark synced emails visible and automatically relate files to records.” Marketing ToolsCopper’s Marketing Tools now supports lead scoring by URL. Previously, any and all website visits by a lead were scored the same. Now, you can score webpages that demonstrate higher intent (like your pricing page) with a higher score than other pages. This feature is now available within Marketing Tools on Copper’s Business plan.Score webpages that demonstrate higher intent (like your pricing page) with more points.Bugs 🐞We squashed several bugs on our Android app: We fixed an issue where searching for a record only showed one record at the top of the list We fixed a bug where scrolling through all contacts only showed the first 65 contacts We resolved an issue where saved pipeline filters were not appearing, and the section was blank.

May 20, 2022 - New Mailchimp integration and mobile photo attachments

This week, we launched a brand new Mailchimp integration, and added the ability to take and attach photos to emails in the Copper iOS app. We also teased a new file sync feature coming soon that auto-relates files to people, opportunity and company records. Mailchimp IntegrationYou asked - we listened! We’ve built a brand-new, super-smooth integration for Copper and Mailchimp. Now, you can: Automatically add or remove contacts in both Copper and Mailchimp via a 2-way sync. Sync standard fields, custom fields and tags between Copper and Mailchimp. View Mailchimp audience campaign performance and engagement directly in Copper. With our new Mailchimp integration now live, we’ll be phasing out the legacy Mailchimp integration by the end of 2022. Upgrading is easy — account owners and admins can simply disconnect the legacy integration and connect the new integration. The new version will pick up where the legacy one left off, and no data will be lost. For step-by-step instructions, click here. Gmail Sync We’re excited to share that a new way to store and organize your files from Gmail is coming your way! Soon you can: Automatically upload and sync all new files attached in Gmail emails or Google Calendar invites to the associated Person record.  Surface your important customer files across person, company and opportunity records. Search for and easily locate files to attach to emails in Gmail, in the Copper web app, and in the Copper mobile app. Surface important customer files across person, company and opportunity records.This feature will start rolling out over the next few weeks. For more details, click here! Mobile AppOn our iOS app, you can now take a photo and attach it to an email from within the Copper email composer. Previously, you needed to take the photo separately, then open your Copper app and attach that photo. Now, you have the option to take a photo or attach a previously taken photo.You can now take a photo, choose an existing photo from your library, or attach from Google Drive.Bugs & Minor EnhancementsWe fixed a bug when a user created a task, project or opportunity and assigned it to their colleague, the task briefly appeared in their creator’s list until the page was refreshed.

Introducing the new Copper and Mailchimp 2-way integration 🥳

Our updated Copper and Mailchimp integration is here! Brb, while we do a happy dance 💃The new super-smooth 2-way sync integration includes standard and custom field mapping, tag syncing and engagement metrics to supercharge your email game. This upgrade means both Copper and Mailchimp databases are always current — no email or lead is left behind 🙌 Automatically update Copper and Mailchimp with 2-way sync The new 2-way functionality allows you to do more than ever with Copper and Mailchimp:  👉 Automatically add or remove contacts in both Copper and MailchimpKeep your entire customer base up-to-date in each system with automated sync. People and Leads from Copper will push to Mailchimp audiences, and vice versa. The sync triggers on creating and updating records in either platform.  👉 Segment smarter with automatic syncing of fields and tagsLevel up your personalization by bringing in the right customer details through 1:1 sync of fields and tags between Copper and Mailchimp.  👉 Access the full picture of audience engagement, all in one placeView audience campaign performance and engagement directly in Copper — no need to switch tabs to view analytics in Mailchimp. How do I get the new integration? The new integration is native to Copper. You’ll find it under Settings > Integrations > Integrations. Once there, locate the “Mailchimp [NEW]” integration tile and hit ‘Connect’. Read the full instructions here or watch the how-to video below!  What happens if I'm using the previous Copper and Mailchimp integration? The previous version of Copper’s Mailchimp integration (Legacy Mailchimp) will continue to work until the end of the year. We suggest you switch to the latest version as soon as you can to take advantage of all the new features 🙂 Happy emailing! 💌The team at Copper 

Customer files at your fingertips 📂

Drumroll 🥁 please! We’re excited to share that a new way to store and organize your files is coming your way 🥳We know that despite your team’s best efforts to stay organized, files seem to go missing right when we need them. We can waste a lot of time clicking into multiple Google Drive folders, search bars, Gmail conversations and message threads — or even asking colleagues for that elusive proposal or report. The file goose chase is enough to drive us mad 🦆This tangled mess of unfindable files can make your team appear disorganized and unprofessional to your clients. Plus, it costs you so much time that could be better spent doing actual work 😰 You can end the file goose chase Copper will soon make it easier than ever to surface your most important client documents where you need them. No more searching around for a file you might’ve sent months ago. Files and Google Docs emailed to customers in Copper will automatically auto-relate to their Person record 💪From there you can search through all files auto-related or manually uploaded to that Person record in Copper and preview or download the files you need ✨New file interface in Copper People records will reveal auto-related files But that’s not all! Company and Opportunity records will also have a new file interface in Copper allowing you to explore files added to Person records within Companies or Opportunities. No need to flip back and forth between record types to find the documents you’re looking for — efficiency at its finest!You’ll see files related to Person records within Companies and Opportunities The fun doesn’t stop there. When you click the paperclip icon 📎 while composing in Gmail, you’ll have the option to add files directly from Copper!When selected, you can search for files by name or by Person, or look through your most recent files 🔥 Search for files right from your Gmail inbox  Coming soon These exciting new features will roll out to Copper customers over the coming weeks. In the meantime, you should: Have the Copper Chrome extension installed to use this functionality in Gmail. Ensure you mark synced emails visible, so you and your team members can see the files and emails sent to customers. Head to Settings > Personal Preferences > Email Settings & Templates, then check “Mark synced emails visible and automatically relate files to records.” You’ll be able to share your past emails and files if you choose.  We’re excited to hear what you think!The team at Copper 

May 6, 2022 - Report scheduling and UTM code tracking in Marketing Tools

This week, we updated our scheduled email feature for Reports for more customization, added UTM codes on Copper person and lead records for Business tier customers, and made error code improvements on our RingCentral integration. Reports 📊We've made some updates to our scheduled email feature for reports:You can now make changes to existing scheduled emails. Before, once a scheduled email was set up, it was not possible to edit the email. All recipients needed to click the unsubscribe link in the email. You can now change the time the email is sent, and add or remove recipients. You can now add more than one dashboard or insight to a single scheduled report. Previously, you could only send one email per dashboardUpdate scheduled reports and add multiple dashboards or insights To edit your scheduled emails, head to Reports > click “…” in the top left corner, then click “schedule emailing.”Marketing Tools 🔍We’ve updated our web visitor tracking feature to allow UTM codes to be surfaced on contact records. Previously, tracked UTM codes were visible only within Marketing Tools tab Web > Channel Report. Now, a contact’s source (like a search engine or domain) and medium (like organic, paid or referral) will appear directly in your Person and Lead records. This functionality will allow you to:Sort and organize your prospects to prioritize outreach based on your most important leads - like prospects referred to you from a preferred partner, or prospects that came to you through a time-sensitive promotion. Build in-depth reports to visualize how different sources and mediums contribute to your overall sales, so you can optimize your marketing efforts in the future. UTM codes like lead source, referrer and landing pages now sync to Copper leads and person recordsThis feature will be rolled out to Business tier customers over the coming weeks. To learn more about web visitor tracking in Marketing Tools, click here.  Bugs & Minor Enhancements 🐞Developer API - We resolved an issue that prevented customers from being able to fetch records when using a custom text field value to search. RingCentral Integration - To make it easier for Copper customers to integrate with RingCentral for the first time, we’ve made a few updates:We’ve clarified the error messages that are displayed during the setup process, including authorization, timeouts and permissions. We’ve also clarified the message that appears when a standard user attempts to set up an integration. For security reasons - RingCentral only allows “super administrators” to initially set up integrations.

New in Marketing Tools: Capture full traffic source data and UTM codes automatically to better understand campaign performance 🔍

Exciting news for Copper’s Marketing Tools 🎉 Our web visitor tracking feature can now record UTM codes directly in your Person and Lead records, providing you more insight into the campaigns and sources driving prospects to take action 🚀New source and medium data visible in People and Lead recordsWhen a contact completes a form on your website or clicks a link in your email, information about their web visit is pulled into Marketing Tools’ Web Tracking. UTM tags are recorded automatically, and if none are available, the tool will auto-detect the source and medium. Previously, this information was only visible within the Marketing Tools tab under Web > Channel Report. Now, you’ll be able to view a contact’s source (ex. search engine or website domain) and medium (ex. organic, paid or referral), referrer URL and landing page directly in your Person and Lead records 🙌 This information is visible automatically as custom fields. No setup is required on your end 👍 Access next-level insights with UTM data This new functionality will help you: Prioritize your outreach based on your most important leadsSee and act on key source information like whether prospects were referred to you by preferred partners or engaged with you through a time-sensitive promotion. Optimize your future marketing effortsBuild in-depth reports to analyze how different campaigns are driving sales for your business, and ensure your marketing strategies are utilizing your strongest sources of traffic.  Available now  This feature is now available for Business tier customers. To learn more about our Business plan, reach out to our sales team at sales@copper.com. 

Google Calendar’s appointment scheduler is here!

Exciting news 🎉 Google recently announced they’re rolling out a new appointment scheduling feature for select Google Workspace editions*. The new Google Calendar appointment scheduler makes it easier than ever to share your availability with external prospects, clients and partners via a booking page. No more playing email tag to find the best time to meet 😅And the best part — Google’s new feature works seamlessly with Copper. Scheduled meetings automatically sync to the Copper contact’s Person record. This way, all of your meetings — even the ones a contact has booked themselves — are tracked 🙌 Meet the new Google Calendar appointment scheduler experience To get started, open Google Calendar and click the “Create +” button. Select “Appointment schedule” from the list, and follow the steps from there.  How does the Google Calendar appointment scheduler work with Copper? Copper already syncs with Google Calendar, so any meetings scheduled with a Copper contact using the appointment scheduler will automatically appear on their contact record.  👉 Pro Tip: to save time when sending an appointment scheduling link, you can create a new email template to easily add invites to your outgoing messages in Gmail or in the Copper email composer.  Which Google Workspace plans can access this feature? The following plan types are not eligible for the Google Calendar appointment scheduling feature:  Free Gmail personal accounts Free Google Workspace Essentials Google Workspace Business Starter Google Workspace Frontline Legacy G Suite Basic or Business customers that have not transitioned to a new Google Workspace plan  What if I use Copper’s meeting scheduler? Following the new release of the Google Calendar appointment scheduler, we’ll be sunsetting our native Meeting Scheduler by August 31, 2022. We encourage our customers on eligible Google Workspace plans to start using the Google Calendar appointment scheduling feature as soon as possible to minimize disruption. For companies requiring a more robust scheduling function or that aren’t eligible for Google Calendar appointment scheduling, we suggest exploring Calendly or Calendar Hero as alternatives. Both offer free versions, automatic syncing with Copper, and more in-depth integrations if needed.  Let us know what you think!Melanie