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Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager

Experience unparalleled transparency into your business engagements and activities with Copper’s new Feed

We’ve got another exciting announcement for our Copper customers 📣 We’re rolling out our new Feed — encapsulating everything happening in Copper into one clear, well-organized view 👀 Your new Copper FeedYou’ll never miss a beat with real-time updates on the activities captured in Copper – including calls, meetings, emails, form submissions and more 🥁 Move the work forward with powerful collaboration tools. You can interact with activities in the Feed just like you do on records, allowing you to comment, react and even reply to emails without switching into specific records.📣 We show you how Feed and Copper’s new Forms feature work together during our latest Coffee with Copper webinar. Watch here.  Here’s a quick rundown on what you’ll find in the new Copper feed ⬇️Maximize your efficiency with easily accessible activity filters With our re-organized activity filters in a new left-side navigation menu, you can filter on the activity types you’ve added to Copper including emails, pho

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Melanie from Copper
Copper Employee
1 day ago
Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager

April 25, 2024 - Jump into spring with Copper’s freshest releases from new features to delivering huge customer requests and more including squashing bugs

Spring has sprung, Coppernauts! We’ve just wrapped this month’s Product Pulse webinar – catch the full recap in our Community! Plus, we’ve got new release drops for you, from delivering a huge customer request to new features in Copper forms and more👇Updating the Primary ContactYou asked, and we listened 🗣️ It’s now easier to identify and update a company's primary contact.New Primary Contact field in the company Details sectionWe’ve added new functionality to the web app: New Primary Contact field in the company Details section This new field is also available in our Get Company API This new field will appear as a column option in the Companies list view Updated visual indicator for the primary contact in the Related section Ability to hover over another related person to set them as the primary contact 👉 Learn more in our help center #senderfirstname is now available as a merge field#SenderFirstName in the merge fields menuThis new merge field can be used in the email co

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Melanie from Copper
Copper Employee
1 day ago
5
5280EdenNew Participant
asked in General questions

people > profile picture

How are the profile images set for the People we have in Copper?I went to create an opportunity with a person and the picture associated with the person is … well not them. I am the one who initially loaded the data. I didn’t do anything with pictures. How are those set? Can we delete the image if it is wrong? Currently I only see the option to change it. Any help is appreciated. Thanks!

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1 day ago
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emstevenNew Participant
asked in Integrations, Zapier & API

Xero & Copper Integration

I am integration our Xero and Copper accounts and would love to add a field for “Days Since Last Invoice Was Created” so I can track how active accounts are/ set up an automation to email them after X amount of days. Is this possible? How would I go about doing this? 

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1 day ago
Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager

[Webinar Recording] Copper Product Pulse - April 2024

 Our latest Copper Product Pulse is here and we’re spilling all the tea on automating an email series in Copper. Business plan customers now have the ability to automate up to 3 email touchpoints with their clients. Say goodbye to cooling relationships and hello to elegantly nurturing your key contacts on autopilot 👋Email series are easy to set up and use in a snap so you can try automatically nurturing key contact lists without any heavy lifting. This feature is made to work with your current workflows and processes as an efficient add-on to your engagement strategies. Automating a single email (available on the Professional plan) or multiple emails in Copper is ideal when: 👉 You or a team member would send these emails 1-by-1 to a customer👉 These are operational emails sent to warm up contacts (ex. next steps, or get them started after submitting a form response)👉 Recipients recognize the email contacting them and are expecting an email from you or a team member During this webin

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Maggie from Copper
Copper Employee
1 day ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
published in 🎓 Training & webinars

🎓 New User Training CourseSelf-Paced Training

 Getting Started Welcome to Copper! 🎉We are so excited to have you. Our goal is to enable you and your organization to:✅ Manage your contacts✅ Manage your deals✅ Manage your projects✅ Edit your personal preferencesThis course is designed to teach you, a Copper user, how to user Copper's main features. If you have any questions, feel free to leave them in the comments below or post in our Community Forum!Let's get started!  Getting Started with Copper The first thing you should do is download and install our Chrome extension! This allows you to add contacts, manage deals, and complete tasks from within Gmail and Google Calendar!✋ We strongly recommend installing our Chrome extension. This allows you to access Copper from within Gmail and Google Calendar! If you’re often on the go, check out our mobile app for iOS and Android as well!  Understanding Copper Webinar RegistrationSimilar to Admins, we recommend you start your journey with Copper by attending our weekly User Webinar. Everyon

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2 days ago
Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager

Nurture your warm relationships with ease using Copper’s new email automation

We have some exciting news for our community 🎉 Teased earlier in our January Product Pulse webinar, the first release of our email automation feature is now live in Copper for all Professional and Business plan customers. Staying on top of your warm relationships is now easier than ever with our new automate a single email functionality as we continue to evolve Copper into your comprehensive relationship platform for engaging customers across the entire journey. You’ll find it under Settings > Automation > Email Automation.📣 We did an in-depth demo of our automate a single email feature and its relationship with our new forms feature during our latest Coffee with Copper webinar. Watch here. Never miss a crucial touchpoint while nurturing interest with your customers using these key features: Gallery of pre-configured options: We make it super simple to get started by providing a gallery of pre-configured options for setting up your email automation based on common relationship-

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3 days ago
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CaleighANew Participant
asked in General questions

Emails not syncing with Gmail

My emails haven’t synced for roughly three weeks and I cannot send an email from Copper. The Gmail extension in Chrome gives me an AJAX error, but even when I uninstall the extension my emails to clients don't show up in their activity. I use my company's Google workspace account to login to Copper. Under Settings > Set Up Google it says synced emails should happen automatically. They've worked for almost a year but stopped 3 weeks ago. Thank you for any help!

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3 days ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
published in 🙌 Tips and best practices

Sending bulk emails from Copper [video]Video

 

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4 days ago
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DiegoNew Participant
asked in General questions

Multiple sales funnels - Status review

I’m struggling to review how many DMs have been scheduled and what has happened with our opportunities as I go over the Q1 report. How can I review this information?We have multiple stages in the funnels and they sometimes are different. It goes something like, First approach made > DM Scheduled > CAPI Scheduled, > Proposal Scheduled, etc---Sometimes we had the classical no shows, or leads dying in the negotiation process, yet I’m not able to review this as the Lead cards might have been moved in the 3 month period. What do you recommend?Best, Diego

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4 days ago
Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager

Coming to Copper: Capture and engage your potential customers right from Copper with our new Forms feature

Hey Copper Community 👋We’re teeing up something great in Copper and here are the deets 👀 Now it’s even easier to capture information from your website visitors and automatically push it into Copper. Get a jump start on nurturing these new relationships — all from one tool 🔥 Our new Forms feature (as teased during our December Coffee with Copper webinar) is rolling out to all Copper accounts in the coming weeks 🎉 We’re thrilled to continue delivering capabilities that allow Copper to be your end-to-end relationship management platform. 📣 We did an in-depth demo of this feature and how it works with our newest email automation functionality during our latest Coffee with Copper webinar 👉 Watch here. This is the first release in a series of releases as we deliver a comprehensive forms tool for our customers. Here’s what to expect with our first release: Automatically create Contacts from form responses: We’re revving up your prospect and customer engine by automatically capturing all

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Maggie from Copper
Copper Employee
4 days ago
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MarolyNew Participant
asked in Workflow automation

I need to assign a specific task to another group member every time a lead is completed.

I need to assign a specific task to another group member every time a lead is completed. In the task section, it displays the task 'Hand off to Concierge,' but I need to see the options available for the concierge. However, I can't find this option. It only appears as a checkbox, but I am unable to assign it to a Copper user.

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5 days ago
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AkashNew Participant
asked in General questions

Is there no way we could disable/hide or at least rename those saved filters?

Is there no way we could disable/hide or at least rename those saved filters? Its super annoying.  

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5 days ago
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jaspurdueNew Participant
asked in Workflow automation

Investor pipeline template for

Are there templates for a tech startup to track investor pipeline. 

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6 days ago
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Eliah PNew Participant
asked in Reports & data

Exporting Leads not possible

In the Copper Application I am the Owner of the Company. Therefore I should have all Permissions. As of now, neither I, nor anyone else is able to export ANY Data from Copper. When I press the button to get the List of Information, the field at the bottom of the page appears where it says, that I will get a Mail with the Data. But no Mail ever arrives. The Problem is not in my mails, as they work perfectly fine and there is also nothing in the spam. 

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6 days ago
Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager

Take your customer nurture further with our new automated email series feature

Hi Community 👋The next chapter of our email automation product drop is here: email series 🎉 As teased during our March Coffee with Copper webinar, we’ve begun rolling out the ability to automate a series of emails to our Business plan customers. Efficiently and elegantly nurture your key customer relationships — on autopilot 🚀📣 We’re deep diving into automating a series of emails during our next Copper Product Pulse webinar on Tuesday, April 23, 2024 at 10 am PT / 1 pm ET. Register here.Never miss a crucial touchpoint with the magic of email series. You’ll have all the functionality of automating a single email, plus: Tailored, 3-step automations to cover more groundIt’s a busy world out there and sometimes folks need more than just one nudge. Now you can take your customer nurture even further by adding up to three steps in your email series, each with unique templates so you can try out different communications at different times to spark engagement. You now have the ability to a

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Maggie from Copper
Copper Employee
7 days ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
published in Copper basics

Managing Pipelines & Opportunities

Hello! This guide is part of our quick start series.In this article, we’re going to explore managing pipelines in Copper. Use the links below to jump sections.What is a Pipeline? What is an Opportunity? Opportunity statuses Filtering Pipelines Switching between Pipelines Switching to list view Now you’re ready! What is a Pipeline?A pipeline is a process that’s split up into stages. For example, you might have a sales pipeline with stages for Initial Consultation, Demo, Proposal, and Contract.Each pipeline hosts Opportunities. What is an Opportunity?Opportunities are the individual items that move along a pipeline. They each represent one deal, deliverable, or end result that you are pursuing. For example, you might have one Opportunity for each potential sale you are making.Create an Opportunity by clicking the Add New button.As you nurture an Opportunity, you can move it through the pipeline.Like a person record, an Opportunity houses information in three different sections:Details, s

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7 days ago
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dmorgenbesserNew Participant
asked in General questions

Bulk Email

I was trying to help someone on my team send a bulk email, but she didn’t have the bulk email button there. Instead there was a single email icon to send to all of the people we checked off as one single email that included the 30 people. How do we get her the bulk email icon if it’s not there? 

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7 days ago
Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager

New in Copper: Pipeline types and statuses for all your use cases 🚀

Hey Copper Community! The team has been working hard to bring you an expansive Pipelines experience to help you tackle all of your business needs and engage your customers throughout their journey. We have a few exciting updates rolling out over the coming weeks 🔥These changes increase your efficiency in managing non-revenue engagements like projects, recruitment, and more – plus make it easier than ever to create the right pipelines that work for your business. Here’s a rundown on what we’re introducing to Pipelines ⬇️Create pipelines tailored to your business with new record typesManaging sales opportunities is only one aspect of your business, so we’ve introduced two additional record types to our Pipeline templates to give you even more flexibility when managing processes outside of sales: Projects and Items. You can also access these when creating a pipeline from scratch.You can further customize this by going into Settings > Customize > Rename Records and renaming these la

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9 days ago
Melanie from Copper
Copper Employee
Melanie from CopperSenior Customer Marketing Manager

New in Copper: Filter on recurring date fields 🎉

Hey Copper Community!We heard your requests loud and clear — filtering on recurring date fields is a must-have for our customers. We’re thrilled to announce this is now available in Copper 🎈Your feedback is invaluable to us, and we’re excited to introduce an update that directly addresses a key customer request.With our enhancement, you can now filter a list by recurring date. This will exclude the year from the filter, making tracking and celebrating important customer milestones like birthdays or anniversaries easy.  Let’s walk through how it works:1. First, to use this feature you’ll need to have birthdays, anniversaries, or other customer milestones saved as a custom date field on your contact records. 2. You’ll need to locate this custom date field towards the bottom of your fields list, following the default fields when filtering your list. Scroll to find your custom fields3. Once located, you’ll click “Select Date Range”. 4. Then select “Recurring Dates”. 5. From there, use the

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Melanie from Copper
Copper Employee
10 days ago
R
RoydenHNew Participant
asked in Integrations, Zapier & API

Xero to Copper connections

Hi  I’ve integrated Copper with Xero. However, for some companies (in Copper) the invoices are not showing up. There are cases where the name of the company is exactly the same. I’d like to understand what names that I need to ensure are the same between Copper and Xero so that the invoice will show.Is it ensuring the name of the company is the same between the two platforms? Do I need to ensure at least one of the contacts are in Copper is also in Xero?Some guidance on how to ensure all the companies reflect the respective in Xero would be appreciated. Thanks,

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K
10 days ago
M
mdidomenicoEngaged User
posted in Integrations, Zapier & API

Copper/Ring Central Integration

I recently added RingCentral to my business with the understanding that the Copper integration would track calls in Copper. Well, this was a bitter disappointment, as the integration doesn’t do that unless you’re using the app on a cell phone. And I’m not sure that always works.  I feel kind of duped by Copper because I had to upgrade my Copper account to basically turn on “click to call” which should be a built-in feature anyway and then you get to choose your phone system/provider.  Hopefully, I’m missing something here. I would appreciate any success stories and tips on this integration. Thanks, Michael  

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10 days ago
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samspotATXNew Participant
asked in Integrations, Zapier & API

Zapier Integration not authenticating

Hi, I am able to generate an API key but when I use it in the Zapier connection, I get the following error: authentication failed: Your authenticate token is invalid. I’ve validated the email is correct, that I’m an admin, and that there are no extra spaces in the API key. What could be causing this?   

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11 days ago
K
KmacAusEngaged User
asked in Reports & data

Adding targets for individuals and company to show in reporting

We would love to be able to set company and individual budgets for things like total revenue per month, lead conversion, opportunity conversion etc so the reporting can show actuals to target. 

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13 days ago
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Kburns1234New Participant
asked in General questions

Organizing Past Opportunities

Hello, Our repeating customers’ profiles are starting to look a bit messy. With dozens of opportunities in some profiles, I am wondering if there is a way to filter ‘Won’ opportunities, whether that means archiving them or just being able to filter from newest to oldest. This would save our team so much time.I appreciate any insight you have.Thank you!Kendra

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K
14 days ago

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