October 4, 2024 - Pipeline, form and feed updates galore

Buckle up, Coppernauts! Last month we delivered a fresh batch of features and improvements that will take your workflow to the next level. Let's explore what's new… 👀

• New in-app tips: 

  • We’re bringing best practices, tips & tricks, and how-tos into the app. They’re available on demand — when you need them, where you need them. We’ve started rolling out these tips across the app, and we have many more planned. 

  • Have a question about a feature you think would be a good tip? Let us know in the comments! 

  • Lookout for anywhere you see this icon! 👇

• Custom Merge Fields in Email Templates:

  • Your custom fields can now be added to email templates, so you can now personalize your messages and standardize outreach even further.

  • In addition to your custom Leads, People, Companies, and Pipelines fields, we’ve unlocked new base fields like Lead Value, Person Description, and Company Contact Type.

  • The merge field dropdown now organizes fields by entity.

  • Custom fields for email templates are available in web and CRX now, mobile coming soon.

• Pipelines:

  • Pipelines can now be duplicated from the Template Gallery.

  • Description field now available as list column and card field.

  • Users can in-line edit Close Date and Owner field on Board Cards.

  • We’ve introduced the ability to completely clear all filter criteria.

  • Pipeline Close modals now indicate the current contact type of the related Primary Contact and Company.

  • Maximize View shortcut now available on related records in List View.

  • Custom Fields on cards:

    • You can now tailor your Pipeline cards with the fields that matter most to your business with Custom Fields.

    • We have added extended standard fields such as Days in Stage or Last Contacted Date.

    • Any field selectable as a column in List View can be displayed on Pipeline View cards.

    • Hover over the field icon to display the field name.

• Forms: Custom Fields:

  • Add (almost) any existing field to your form: seamlessly integrate your custom data directly into Copper.

  • Change display labels for a better user experience: Customize form field labels to match your brand voice without disrupting the field names in Copper.

  • Rearrange and remove fields with ease by dragging and dropping to create the perfect flow.

• Forms - Add a Call-to-Action:

  • We’ve added customization options to the success message that appears when someone fills out your form, including:

    • Add a Call-to-Action to the success message.

    • Customize the text that displays.

    • Elements on the success message will inherit their styles from the branding decisions you’ve made for the form (i.e., fonts and colors).

• Feed enhancements:

  • The Feed will now default to show only what you’re following.

  • A New activities chip will appear at the top of the feed so you can jump to the most recent updates.

  • We’ve added a shortcut to Email Visibility Settings to give you peace of mind that the centralized location of Feed has not impacted the privacy selections you previously chose.

  • Clicking on a contact now opens your profile in the side drawer to increase productivity directly from the Feed.

• Click Tracking: Now available for Business plan customers, providing valuable insights into email engagement and performance.

  • Copper automatically replaces hyperlinks in emails with tracking tokens, allowing for accurate click monitoring without affecting the original link destination.

  • Click tracking is enabled for hyperlinks inserted using the "Insert Link" option, URL merge fields (including the new #BookingLink), and inline images.

  • Tracking is only available for emails sent from the Copper web or mobile app.

  • Click data can be accessed in email activity sections and wherever the open envelope icon is displayed.

• Email Automations (panel enhancements): A little but fierce update to give you additional information and context on the status of contacts in your automations.

  • To Send now displays the number of contacts currently in the queue out of the total number of contacts in the automation

  • Sent now displays the number of contacts who have been sent an email out of the total number of contacts in the automation

  • Replied now displays the % of contacts with inbound email or calendar activity who were exited successfully, as well as the count.

  • Errors now display the % of contacts with a deliverability issue, as well as the count.

• iOS Mobile:

  • Spice up your email composition with inline images and rich text formatting.

    • You can now insert inline images to emails in the mobile app

    • Spice up your email composition with the ability to utilize rich text formatting.

  • Link clicks with open tracking info on email activities enabled.

  • We’ve introduced new categorized merge fields and expanded supported fields in the email composer.

• Android mobile app:

  • You can now create a Pipeline from an existing template in the Android app.

  • You can now customize Pipeline cards from the Android app.

• Plus, we squashed some bugs:

  • You can now bulk edit Close Date on Pipeline records 🥳

  • Fixed an issue where “self views” of emails in the Chrome Extension were counting towards email open tracking

  • The Value field on Pipelines will no longer interpret a comma as a decimal

  • In Copper, you can’t create a field that has the same name as another field. But the error message wouldn’t explain that. Now, you’ll see an error message letting you know the issue is with the duplicate field name.

  • Fixed an issue where the Name filter on Pipelines wasn’t updating the record count for the view

  • Fixed an issue that caused some calendar events to be omitted from the Activity Report for some users

  • Fixed an issue where Form activities were not expanding in the mobile app

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