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Pipeline upgrades keep coming!

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Early access: Click Tracking

No more guessing — gauge interest and intent with automatic click tracking

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Most Recent

Amie from CopperProduct Marketing Manager

Pipelines: custom fields, tasks, and flags - oh my!

Hey Coppernauts, guess what? We've just given your Pipelines another serious upgrade…The improvements just keep coming! 🎉You asked for more flexibility, better insights, and a smoother workflow, and we delivered. Get ready to fall in love with your processes all over again! From sales and marketing to customer support and project management, Pipelines are now more powerful, flexible, and intuitive than ever before. That’s right! 🧠 Unleash the power of customizationTake control of your data with our expanded custom field capabilities:Create specific fields: Tailor your Pipelines to match your unique business processes with the ability to add custom fields that suit your needs. Enhance data visibility: These essential custom fields appear directly on your cards for easy access and a more streamlined workflow. ✅ Master your tasksEffective task management is crucial for driving success. New task features will help you stay organized and focused:Tasks are here: Create, edit, and track tas

Amie from CopperProduct Marketing Manager

Pipeline board view gets a glow up: check out the new look and feel 👀

Hey Coppernauts, today we’ve begun rolling out a clean and fresh update to our Pipelines! We’re introducing an all new look and feel for a more unified and user-friendly experience, paving the way for exciting features to come.We've upgraded your Pipelines experience by:Unifying your workflow with a seamless flow between board and list views: stay in your flow no matter how you choose to visualize your projects. Providing quick access to saved lists: your saved filtered lists will now appear on the Pipeline board view so you can efficiently access your most important deals and projects.Introducing an updated board view status bar and visuals on cards: instantly understand progress with an all new status indicator on an opportunity, project or item card within a board view whether it’s Won/Lost/Abandoned or Open/Won’t do/On hold/Done — no need to leave the board view. This update goes beyond aesthetics. We've also improved the discoverability of features and overall usability by allow

Maggie from CopperDirector of Product

No more guessing — click tracking is here for the Business plan

We’re a little over halfway through a stellar 2024 at Copper, and we’ve been delivering on the vision we laid out at the beginning of the year 🚀 while also adding some surprises along the way.Today we’ve begun rolling out another surprise feature, and this time it’s a treat for our Business plan customers 🎁 👏 Automatic click tracking for emails sent from Copper 👏 Picture this…you’re sending project critical information to customers, and you need peace of mind that the message has been received. But open rates don’t show interest or intent. Now, with automatic click tracking, it’s easier than ever to keep tabs on the critical information you share with your customers. How you can use this feature👀 Gauge a prospect’s interest and intentContracts Statements of work The new #BookingLink merge field🚀 Keep stakeholders on trackDesigns that need sign off Stakeholder approvals🚩 Recognize friction in your feedback processIf you’re sending surveys to qualify leads, assess project requir

Amie from CopperProduct Marketing Manager

[Webinar Recording] Copper Product Pulse - August 2024

Hey Copper Community! 👋 This month’s Product Pulse focused on empowering users to get the most out of all of the Pipeline upgrades we have introduced so far this year! We explored how Pipelines can help you streamline your workflow and boost your productivity. Your Pipelines should serve as the blueprint for capturing and managing your prospects through each of the phases of the customer journey. The work we've done around Pipelines this past year has all been centered around helping you do just that, mapping out your customer journey and successfully tracking each step as you go. Key takeaways:👉 Enhanced Pipeline view: Enjoy a revamped interface with improved usability and navigation. If you can’t see the new board view, reach out via the in-app chat and we’ll get you set up.👉 Task management made easy: Create, edit, and track tasks directly from the board view.👉 Customizable fields: Tailor your Pipeline to your specific needs by adding custom fields.👉 Valuable insights: Gain d

Amie from CopperProduct Marketing Manager

Copper Forms: introducing Fields!

We've been cranking out new features these past few months (thanks for keeping us on our toes!), but this one's a game-changer. We know this is the release you’ve been waiting for. This update enables you to capture the data you need to move a new relationship forward.Say goodbye to hodgepodge solutionsMany of you struggle with complex form builders and integrating submissions into Copper. We hear you loud and clear. Now, Forms lets you:Add existing custom fields to your form: No more maps or zaps — 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: Drag and drop to create the perfect flow, ensuring a smooth user experience for your customers. Our brand new UI guides you through the process, making it easier than ever to create effective forms. Keep these tips in mindAutomatic updates to

Amie from CopperProduct Marketing Manager

Inline images have landed!

Coppernauts, you've been asking, and we’ve been listening. We're bursting with excitement to announce the launch of inline images to transform your email communication within Copper! As this new feature rolls out in the next couple of days, get ready to ditch dry, text-heavy emails and infuse your messages with visuals. Showcase your past projects, personalized greetings, or linked resources — inline images will captivate your audience and drive engagement like never before! 📣We’re exploring use cases for inline images (plus many other exciting features) during our next Product Pulse webinar on Tuesday, July 23, 2024 at 10am PT / 1pm ET. You won’t want to miss this one! Sign up here. This means you can now:Spice up your emails! Add logos, charts, or even funny cat pictures (we’re not judging!) to grab attention and make your message more engaging. Boost clicks and conversions: Turn your images into clickable links that take recipients to your website, landing page, or any other releva

Amie from CopperProduct Marketing Manager

[Webinar Recording] Copper Product Pulse - July 2024

Hey Copper Community! 👋 This month’s Product Pulse focused on empowering users with all of the enhanced email capabilities we have introduced this year! We explored new features designed to boost productivity and efficiency within Copper. From personalized messages to inline images, the email enhancements we have introduced this year provide a more user-friendly and results-oriented experience. Among the updates to emails are features like the ability to edit templates straight from your automations, an all-new shareable booking link, new merge fields and more. 📧 Key takeaways:👉 Using the feed to stay on top of emails: Discover how to effortlessly find and manage email communications with new filters and visual indicators in the Feed. 👉 Personalized outreach: Utilize recurring date filters to stay on top of customer milestones.👉 Building lists: Leverage the power of bulk emailing with company lists and personalized templates.👉 Email automation advancements: We went over the late

Amie from CopperProduct Marketing Manager

July 25, 2024 - Effortless workflows & captivating emails

Hey Coppernauts!This month, we're bringing you a powerful upgrade that elevates your workflows and email outreach. Dive into the exciting new features: New automations navigation: We’ve added a new "Automations" menu on the left for quicker access. New to Automations? The menu includes helpful examples of email, workflow, and task automation. Enhanced pipelines: Streamlined task creation: Create and rename tasks directly on the board view for faster workflow. Improved task visibility: Track progress at a glance with a counter for open and completed tasks. Enhanced focus: Expand or collapse individual task panels to minimize distractions. Color-coded deadlines: Quickly identify upcoming deadlines with color-coded task organization. Custom analytics: Customers with custom analytics can now differentiate Opportunities, Projects, and Items in reports, break down Tasks by type and related record, providing deeper insights into their data. Boosted emailing in Coppe

Maggie from CopperDirector of Product

Automations: easier to find, easier to use

Hellooo Coppernauts!You’ve probably spotted the new addition to our left-hand navigation 👀 We’ve added a convenient shortcut to Automations, making it a breeze to navigate and keep things moving. But that’s not all — we’ve added a ton of little but fierce enhancements to Copper’s emailing features 🦾 plus more on the way! Move relationships forward with new merge fields We’ve added two powerful new merge fields you can use in your email templates 💌 including #SenderFirstName, to make your communications more personal, and a brand new Booking Link field so you can give customers the option to book time directly with you. Use these new merge fields in your email automation email templates to help you deliver personalized outreach that moves the relationship forward. Click your User avatar in the upper left to find the new Booking Link fieldThe new merge fields inside an email template Replace manual process with automation Ever find yourself caught up in the cycle of picking out the

Michelle from CopperCustomer Enablement Manager

🙌 Tips and best practices

4 reasons to fill in Email Domains on Company records

We recommend that you fill out the Email Domain field on Company records whenever possible. Here’s a list of reasons why! 1. They automatically link new People to the right CompanyLet’s say you have a Company record. Next time you add a new Person to Copper, the system will check if their email’s domain matches that of a company you already have in Copper. If it does, it will automatically associate that Person to that Company. Neat, huh?Here’s an example - I have a Company called Google whose email domain is “google.com”. When I later add “sergey@copper.com” as a Person, the system will automatically associate them with Google in the system. 2. They help prevent duplicate CompaniesSay you enter a new Company in Copper. If you fill out the Email Domain for that new Company, Copper will check if it exists on another Company entry in the system already. If it does, Copper will prevent you from creating a duplicate.The email domain of a Company acts as its unique identifier. This way, yo

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