First up:

🕸 Embedded forms: Like magic, place your Copper form directly onto your website—no coding spells required! 🕷 

Last week, we introduced embedded forms! Now you can embed your form straight onto your website. Check out the Community post for more info – and we’ve also updated our installation guide.

This week:

👻 User-level permissions for Email Automations: Control who can brew up your automated outreach and keep the power in the right hands. 🧙‍♂️

Now you can grant certain users permission to manage email automations. Admins and Account Owners can access this new permission when editing a user. But don’t worry; you won’t be able to accidentally uncheck the permissions of other admins.

Looking for some ideas? We’ve got you covered with 8 great ways you can use email automations to boost efficiency and engagement.

Another Copper treat!

See into the future  with scheduled emails in Feed: Now, when you schedule an email in Gmail, you’ll clearly see that it’s a scheduled email in the Upcoming section on Feed.

Teaser alert: Would be awesome if future meetings and tasks were in the Upcoming section as well… 

⚡ New Board and List View polish: Trick or treat! 🎃 We’ve been working on some spooky-good updates for Board and List Views.

• Pipeline Close modals now indicate the current contact type of the related Primary Contact and Company
• Enjoy in-line editing of Close Date and Owner field on Board Cards
• Heightened tooltip support on Board Card Date Field and Saved Filter names
• We’ve added the ability to completely Clear All Filter criteria
• Description field is now available as list column and card field
• Full Record View shortcut is now available on related record columns in List View
• Pipelines can now be duplicated from the Template Gallery

Enjoy these polishes and let us know what you’d like to see next! ⚡️

Up next:

🛠 Easily edit Custom Fields: No need to conjure up a workaround anymore! Now you can update custom fields in a flash—right from the list view! 🎃

We’ve added the ability to edit your Custom Fields right from the list view. To do so, click the column of the Custom Field you wish to edit, and select “Edit Field” from the drop-down. 

Edit away! 🪄

Hey Community! 

We’ve just begun the roll-out of our newest feature to Professional and Business customers...

AI email templates that are automatically tailored for your business 

This release includes three options that align with common use cases:

• Webform response. You can use this email template to automatically follow up with potential customers who fill out the "Contact Us" form on your website.

• Rekindle outreach. You can use this email template to automatically reach out to customers you haven't talked to in a while, ensuring you’re keeping those crucial relationships warm.

• Request reviews. You can use this email template to follow up with customers after a project concludes to solicit feedback and request reviews.

How it works:

1. Choose the kind of email template you want to create

2. Copper isolates your email domain to identify your website

3. Copper passes a prompt to OpenAI that includes:

   1. Direction to use the tone, voice, and content of your website to personalize the response

   2. Merge fields that should be used in the response

4. You receive a drafted email template that is tailored to your business and personalized with merge fields (including backup text!)

Why we think you’ll like it:

• No more blank page-itis. Let Copper draft your email templates, and they’ll be automatically tailored to your business and enriched with merge fields for instant personalization 🪄
• Simple, easy to use, and magical. With other apps, you have to engineer your own prompts if you want the results you get with the push of Copper’s button. For example, domain isolation, merge field inclusion, and specifications for tone, voice, and content. Sheesh, you might as well write the email yourself ‍♀️
• No obvious AI markers. You want AI to help them write emails, but you don’t want recipients to know that AI wrote it. Copper prompts include specifications to keep the responses humanistic without the obvious AI markers – like “I hope this email finds you well”

🛟 We have a new Help Center article on the feature here: https://support.copper.com/en/articles/10057873-beta-ai-email-template-creation

👉 The feature is being rolled out to Professional and Business customers over the next few weeks. When your company has access, you’ll see a beacon on the Settings menu letting you know it’s available! 

‍♀️ If you’d like early access, leave a comment below! 

Have an idea for a use case or prompt we could add? Drop that in the comments below too!

This feature is in Open Beta, meaning we are actively making tweaks and adjustments. If a response wasn’t what you expected, please let us know! After interacting with the feature you’ll see a survey pop up in the app - please take it and let us know how we can improve the feature!

More to come on this, stay tuned!

-Maggie