Who's ready for some Copper magic? We brewed up a new batch of fresh features and enhancements in October! Read on to get the full update.

• AI Email Templates: AI-generated email templates that are automatically tailored for your business

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

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

    • Rekindle outreach: 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: Use this email template to follow up with customers after a project concludes to solicit feedback and request reviews.

    • Learn more

• Email Automations - (available to professional and business customers)

  • Admins and Account Owners can now permit certain users to manage email automations

    • Admins and Account Owners can access this new permission when editing a user.

  • Successful exit criteria: You can now specify which types of activity trigger a ‘successful’ exit – and you can do this per automation. A successful exit stops the contact from receiving additional emails in a series and moves them to the Replied tab in the automation details panel.

    • You can choose to stop sending emails if the contact:

      • Replies to an email from this automation

      • Sends any email or calendar event

        

         

  • We also added some general user experience improvements to make it easier to understand the decisions you’re making and how the automation will flow for your customers.

• Feed Filters: Now you can customize your Feed to show exactly what matters most.

  • Customize visibility based on specific activity types and user roles.

  • Save your filters as public to keep your whole team on the same page or private to keep you focused on your workflow.

  • Tip: have an integration that creates a few activities, like Mailchimp? Now you can group them together into one view!

    

     

  • 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.

    

     

  • Plus a few enhancements and bug fixes:

    • The Feed will now default to the All tab

    • Draft comments will no longer disappear when scrolling in Feed or on the activity tab.

• Embedded forms:

  • Now you can choose to embed your form standalone on a webpage – without the widget.

  • Tip: We recommend you place both the widget and the embedded form on your website. This ensures your website visitors don’t have to look too far to contact you!

• Board view polishes:

  • Enhanced card experience: Quickly see key details like Close Date and Owner directly on the card.

  • Improved navigation: Easily drag and drop cards between stages without any hiccups.

  • Quick access to related information: Quickly access full details of related entities directly from list views.

  • Improved filter visibility: Hover over saved filters to see their full titles.

  • Streamlined editing: Use the Tab key to save edits in inline editing mode.

  • Flex user management: Reassign records to inactive users when needed.

  • Enhanced cell editor: Experience refined editing for Pipeline records and tasks.

  • Accurate Pipeline updates: Pipeline cards will now be automatically moved to the correct stage when updated in the preview panel.

  • We took care of some board view bug fixes:

    • Seamlessly navigate to newly created pipeline records.

    • Sort People records accurately by first and last name.

    • Experience faster and smoother loading times for related sections.

    • Ensure your custom fields are always visible in list views.

    • Filter results accurately, regardless of character set.

    • Edit profile fields without losing data.

    • Create custom fields easily across all record types.

    • Quicker load times for related sections.

• Copper is getting a glow-up:

  • Access detailed information effortlessly with the new column header menu in the list view.

  • "To-do" is now the default activity type for tasks.

  • Enjoy a more consistent look and feel with the updated custom field modal.

  • Create more powerful task automations based on deal creation and stage changes.

  • Quickly access specific activities with deep linking.

  • Benefit from a more intuitive and visually appealing interface with AUE design updates.

  • Leverage the new "list opportunities" endpoint to filter results by primary contact.

• IOS mobile:

  • Enhanced email personalization: We’ve added new categorized merge fields and expanded the supported fields in the email composer.

  • List view filter updates: Along with a fresh new look, you can now easily find and apply filters and sorts, see what’s currently active and make changes on the go.

• Android mobile:

  • Enhanced email personalization: We’ve added new categorized merge fields and expanded the supported fields in the email composer.

  • Inline images: You can now insert and customize inline images in your emails.

• Plus, we squashed some bugs:

  • Account Owners and Admins can now edit saved filters.

  • You'll no longer receive email tracking notifications for your own emails.

  • Filters using Connect fields now return correct results.

  • More users can now edit custom fields from entity tables.

  • Lead tags will now carry over to converted Opportunities and Companies.

  • Filters based on "Text" custom fields now provide accurate results.

  • The email template selection list now functions as expected.

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