Product Updates

 Hey Coppernauts, Our last Coffee with Copper webinar recording is here ☕️ We can’t believe this is the last webinar of the year but we are so ready for 2025. This month, we heard from two key players of our leadership team, CEO Steve Holm, and VP of Product Management, Luke Lihou as they shared our roadmap and vision for 2025 👀 We also reviewed 2024 and all of the new product enhancements and features we dropped to empower your business to connect, win, deliver and grow!Copper's 2024 was marked by significant strides in refining its vision and enhancing its product offerings. In this month’s webinar we reviewed all of the new product enhancements and features we dropped, with a core focus on helping businesses connect with leads, win clients, deliver projects, and cultivate repeat customers. 💫 Here's a quick recap of what we covered:2024 Recap:👉 Refined vision of connecting, winning, delivering, and growing customers.👉 Enhanced project management capabilities.👉 Improved customer engagement features👉 Released over 35 new features, including contact forms, business card        scanning, pipeline automation, and more 2025 Roadmap:👉 Advanced project management features👉 Enhanced Pipeline forms👉 Improved collaboration with threaded conversations👉 LinkedIn integration👉 Expanded communication channels👉 Review management We cover all of the above ⬆ in a quick use-case demo with our product team. Here’s a recording recap so you can jump to the topics most important to you: Copper’s new vision: 2:00 - 6:34 2024 review: 6:34 - 10:44 Customer 2024 testimonials: 10:44 - 13:20 Copper wrapped - guess the number: 13:20 - 14:29 2025 roadmap: 14:29 - 27:42  Prototype walkthrough: 27:42 - 44:38 Closing & Q/A: 44:38 - 53:22 Well, that was a whirlwind tour of 2024 and a sneak peek into 2025! We're pumped about the future of Copper and can't wait for you to see what we’re cooking up next. 🧑‍🍳Remember, we're always listening to your feedback and working hard to make Copper the best CRM out there. So, keep those suggestions coming! We hope you have a fun and safe holiday season and we’ll see you in the new year. Until next time,Amie at Copper

Hey Copper Community! We have a verrrryyyy exciting new feature for you! For this one, we’re talking AI. Yeah, that’s right! Introducing a smarter way to write emails. We're thrilled to announce the launch of AI-generated email templates in Copper! This powerful new feature helps you ditch the "blank page-itis" and craft impactful emails in a breeze. Let’s add some ✨Copper Magic✨ to your emails!  👋 Say goodbye to writer's block:No more staring at a blank screen wondering what to include in that follow up or introductory email. Copper's AI creates personalized email templates tailored to your needs. Simply choose your desired scenario, and voila! A draft email appears, ready for your customization.💫 Personalization at your fingertips:Our AI doesn't just generate generic templates. It automatically personalizes them with your company domain and pre-populates merge fields for instant personalization. This ensures your emails feel tailored to each recipient, fostering stronger relationships.😏 Craft emails with confidence:Worried about emails sounding robotic? Fear not! Copper's AI is designed to generate natural-sounding language, free of any tell-tale AI markers. Additionally, you have complete control over the tone, voice, and content, ensuring your emails authentically represent your brand and personality.Let’s explore the AI prompts that align with common use cases:👉 Webform response: Capture leads instantly by automatically following up with potential customers the moment they show interest.👉 Quote reminder: Seal the deal by nudging leads towards a decision with timely quote reminders.👉 Lost opportunity: Learn and grow by gaining valuable insights from lost deals to improve your sales strategy.👉 Onboarding welcome: Seamless handoffs ensuring a smooth transition between sales and project management teams. 👉 Project close: End on a high note by thanking your customers and leave a lasting impression. 👉 Request referrals: Grow your business effortlessly by encouraging satisfied customers to spread the word.👉 Request reviews: Build your reputation by collecting valuable feedback and boost your online presence.👉 Rekindle outreach: Re-engage with dormant customers and reignite the spark.  Here's what makes Copper's AI email templates stand out:Simple and easy to use: No need for complex prompt engineering. Get the results you desire with the push of a button. Personalized for your business: Templates are tailored to your company domain and use cases, ensuring relevance and impact. Natural language generation: Say goodbye to robotic emails. Our AI writes with a human touch, fostering genuine connections. Increased efficiency: Save valuable time on crafting emails from scratch. Focus on building relationships and closing deals. This feature is only available for Professional and Business customers. Ready to take your email game to the next level?Head over to our Help Center for a step-by-step guide on using AI-Generated email templates. Let Copper draft your emails and experience the power of Copper Magic in action!We'd also love to hear your feedback. Tell us what you think about the new feature in the comments below. What scenarios do you find AI-generated emails most helpful for? Share your tips and tricks, and let's build a library of impactful email templates together! 🪄 May the AI be with you,Amie at Copper

 Hey Copper Community 👋 Our latest Product Pulse webinar recording is here and we took a slightly different spin on this session 👀 This month, it was all about Copper on the go with the mobile app! Our Product team walked us through an end-to-end demo of how to use the Android and Apple Copper apps to keep your relationship management up to date even while you’re out and about. From setting up and navigating the interface to advanced use cases like importing contacts, sending emails, and managing projects, we covered it all. 🤳 Here’s a quick recap of what we covered, for a seamless flow between in office and on the go: 👉 Setting up and navigating: Learn how to download the app, log in, and explore the key features, menu items and sections.👉 Importing contacts: Discover how to easily import your contacts from your device to Copper.👉 Emailing on the go: Send emails with personalized templates, attachments and inline images.👉 Managing projects: Create, track, and collaborate on projects directly from your mobile device.👉 Task management: Stay organized with task reminders, notifications, and the ability to create and complete tasks on the go.👉 Advanced features: Explore voice-to-text capabilities, quick actions, and more. We cover all of the above ⬆ in a quick use-case demo with our product team. Here’s a recording recap so you can jump to the topics most important to you: Downloading the app: 1:16 - 2:28 Collaboration feed and notifications: 2:28 - 5:00 Navigating in the app: 5:00 - 7:19 Importing contacts: 7:19 - 8:38 Using the business card scanner: 8:38 - 11:12 Sending emails and using templates: 11:12 - 13:12 Logging calls/SMS and using maps: 13:12 - 16:20 Sales and project pipeline walkthrough: 16:20 - 22:14 Coming up: Join us for our final Coffee with Copper of the year on December 17th. We'll be discussing the 2025 roadmap, new features, product enhancements, and more. Stay tuned for the registration link! We hope you had a blast diving into Copper on the go 🏃‍➡️ If you have any questions or want to share your mobile Copper adventures, feel free to reach out. We're here to help you stay connected, even when you're on the move. If you have feedback or questions, please share it in the comments section below ⬇️ Until next time, Amie at Copper

Tedious micro-tasks got you down? Need to automate your Pipelines even further? Let Copper's Pipeline Email Automations do the heavy lifting 💪 Picture this: a world where your Pipeline is always a well-oiled machine, effortlessly sending out personalized emails at the perfect moment. No more manual follow-ups, no more missed opportunities. Copper's Pipeline Email Automations are here to turn your process efficiency dreams into a very real reality! ‼️ You can now grant certain users permission to manage email automations. Admins and Account Owners can access this new permission when editing a user. If you’re a user and want access to email automations, ask your Copper admin! ‼️   🥇Automate your way to greatnessWith Pipeline Email Automations, you can:Save time: Kick back, relax, and let Copper handle the grunt work. Boost productivity: Focus on what truly matters: closing deals and building relationships. Improve efficiency: Streamline your workflow and eliminate bottlenecks. Enhance customer relationships: Deliver timely, personalized communication.How does it work?Define: Select a pipeline and choose a specific stage. Craft: Select a pre-built template or create your own custom masterpiece. Set the timing: Determine exactly when your automated wizardry should unfold. Personalize: Add dynamic fields to make each email feel like a one-on-one conversation. 🔌 The power behind Pipeline Email AutomationsPipeline Email Automations streamline your sales process by automating email communications at key stages of the Pipeline. This ensures timely follow-ups, maintaining brand consistency, and keeping customers informed. For instance, when an opportunity moves to the "Closed Won" stage, an automated thank-you email can be sent instantly, without manual intervention. By automating these tasks, sales teams can focus on strategic activities and closing more deals and delivering more projects.Dynamic sending: Let the pipeline record owner take center stage with personalized emails. Clear visual cues: Spot email automation triggers with ease thanks to our intuitive interface. Improved deliverability: Bypass spam filters and land directly in your recipients' inbox. Higher open and response rates: Captivate your audience with personalized, natural emails.  Seamless G Suite integration: Work effortlessly within the Google ecosystem. FAQ:How's this different from Contact Email Automations? Pipeline Email Automations focus on the pipeline itself, while Contact Email Automations target specific individuals. What if the primary contact changes? No worries! The automation will adapt and send the email to the new contact. Can I re-enter an opportunity into an automation? Nope, once an opportunity has entered the automation, it's a one-way trip. How can I automate emails based on time spent in a stage? You can either create a series of emails with strategic wait periods or add a new stage to trigger the automation. Want to get started? Check out this support article which will walk you through, step by step. Don't miss out on this process-transforming feature ✨ Try Pipeline Email Automations and let us know what you think. Share your thoughts, questions, or magical automation ideas in the comments below. Let's automate your way to a happier, more productive you. 🤝 Automating my way through life,Amie at Copper

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.  You can subscribe to product updates in our Community to receive notifications about new features and releases as they drop 💌

 Missed our latest Product Pulse? No worries! We dove deep into the world of Copper Tasks, starting with going over the very basics and then exploring how to maximize your process efficiency and effectiveness through Task types, automation using IF/THEN statements and workflow recipes. ✅Here’s a quick rundown on what we covered: Mastering Task types: We explored the three primary task types: single, recurring, and automated and learned how to effectively utilize each type to optimize your workflow. Task Automation: Discover how to automate Tasks based on specific conditions and triggers, saving you time and effort. Mobile Task management: Learn how to manage tasks on the go with the Copper mobile app. Task reminders and notifications: Ensure you never miss a deadline with Copper’s reminder system. Task and project integration: See how Tasks can be seamlessly integrated into projects and opportunities from the Pipeline board view.  Advanced Task strategies: Explore advanced tips and tricks to further optimize your Task usage, including workflow recipes and automation strategies.Timestamps:👉 What is a Task? (2:50 - 5:38)👉 What type of Task should I use? (5:30 - 6:50)👉 Creating a Task (6:55 - 8:41)👉 Tasks in the mobile app (8:41 - 9:30)👉 Task reminders (9:30 - 11:38)👉 Automating Tasks - IF/THEN statements (11:41 - 14:43)👉 Creating Task Automations - IF/THEN statements (14:43 - 19:00)👉 Task workflow recipe (19:00 - 22:00) Want to learn more? Check out our Help Center for detailed instructions and workflow recipes here.  Coming up: Learn how to effortlessly navigate your contacts, opportunities, and tasks, all from the palm of your hand. 🤳 Discover the power of importing your phone contacts, sending emails on the fly, and even logging calls and texts. We'll also explore the ins and outs of mobile-specific settings and highlight what's accessible and what's best left to the web app. So, whether you're a seasoned Copper user or just starting out, November’s Product Pulse is for you. Register here!We hope you found this webinar informative and valuable. Stay tuned for more exciting updates and insights from the Copper team!  Until next time,Amie at Copper

🎃 Get ready for a spook-tacular October at Copper! 🎃 We’re brewing up some wickedly fun surprises to make your CRM experience a scream—in the best way, of course. 😈Each week this month, we’re dropping bite-sized, fang-tastic enhancements based on your awesome feedback. These tricks are all about making your Copper experience a real treat! We’re casting a spell on your workflow with: 🕸 Embedded forms: Like magic, place your Copper form directly onto your website—no coding spells required! 🕷  👻 User-level permissions for Email Automations: Control who can brew up your automated outreach and keep the power in the right hands. 🧙‍♂️ 🛠 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! 🎃 ✨ Saved Feed filters: Sort through the chaos with a quick wave of your wand—err, filter. Find what you need faster than a bat out of a haunted cave. 🦇 🪄 Copper Magic: No tricks here—just some serious magic! Get ready for a bewitching feature that’ll make your CRM do the work for you, like it’s reading your mind. 🔮 Subscribe to this post for all the eerie-sistible updates and haunted happenings. 👻Some delivery dates may shift—we’ll keep you posted here! Bewitched regards,Amie at Copper

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 You can subscribe to product updates in our Community to receive notifications about new features and releases as they drop 💌

Embed. Your. Forms. Yep, that’s right!  Now, you can embed your Copper form directly onto a webpage, giving you even more control over how you capture visitor information. You can now place the form, standalone, onto your website – with no widget in sight ✌️ How it works1. Create or customize your form: Use Copper's form builder to design the perfect form for your website.2. Get your embed code: Copy the provided code snippet.3. Paste the code into a code block on the webpage: Place the code where you want the form to appear. We’ve updated the Installation Guide, which includes step-by-step instructions for customers using Squarespace and WordPress.  Additional optionsWant to use both? You can embed the form or use the widget – or utilize both at the same time! The choice is yours. Copper's new form embedding feature gives you more flexibility and control over how you collect information from your website visitors. Form-tastic! Try it out and let us know how it goes. Happy embedding, Amie at Copper 

Hey Copper Community!We had our third Coffee with Copper ☕️ of the year on Tuesday, and it was jam packed with tips and tricks surrounding building a winning customer journey. We had a blast chatting with Jessica Andrews, our very own marketing guru, about the customer journey. We mapped out the five stages of the customer experience and brainstormed ways to make our marketing efforts more impactful and lasting. Jessica dropped some serious knowledge on personalized communication and servicing every step of the customer journey. We hope you’re pumped to put these tips into action and watch your customer relationships soar!  ✈️ Here’s a quick rundown on what we covered: The 5 stages of the customer journey: We dove deep into the five stages of the customer journey: Awareness, Evaluation, Onboarding, Retention, and Loyalty.Mapping your customer's path: Jessica took us through how to create a personalized customer journey map by interviewing your customers and analyzing their feedback.Applying Copper: We explored how Copper can help you manage the customer journey, from capturing leads to nurturing relationships and closing deals. Timestamps:👉 What is a customer journey? (0:25 - 2:40)👉 How do I map my own customer journey? (2:40 - 6:48)👉 Bringing your journey to life in Copper (6:48 - 9:24)👉 Setting up an email automation walkthrough (9:24 - 13:08)👉 Back half of the customer journey 13:08 - 17:45Adding contacts to your Pipeline Pipeline automations Flags as visual clues Converting won opportunity into a new Pipeline Relationship building and retention👉Post-webinar resources - 17:45 - 18:10👉 Q/A sesh - 18:10  We promised a worksheet would be sent out post-webinar, so you can map out your own customer journey the way we demonstrated. Click here for the worksheet! 📃 This webinar was a blast! You now have the tools and knowledge to create a customer journey that's as fun and easy as a summer vacation. Copper CRM is your sidekick, helping you manage every step of the way. So, what are you waiting for? Let's embark on this customer journey adventure together! 📣 Interested to see what else Copper has in store? Join us for our October Copper Product Pulse webinar on Tuesday, October 29, 2024 at 10am PT / 1pm ET. Register here. Until next month, Amie at Copper

Hello Coppernauts, Get ready to take your email outreach to the next level with our latest update – it’s a juicy one! We're excited to announce that your custom fields can now be added to email templates, allowing you to personalize your messages at scale and standardize outreach– all within your saved template library!👀 The deets:Merge fields in email templates: You can now use custom merge fields in your email templates. Yippee! Expanded merge field options: 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.Boosted user experience: The merge field dropdown has been revamped to organize fields by entity, making it easier to find and insert the right information – and fast. ❓What can you use custom merge fields for?This is a popular customer request, and it’s not hard to see why! Imagine sending out a generic email to hundreds of prospects. Now, imagine sending the same amount of emails, but personalizing each email with relevant details specific to each recipient. That's the power of custom merge fields! By standardizing your outreach with merge fields in templates, you can ensure that every email you send is relevant, engaging, and tailored to your audience. Strengthen connection and trust: Personalizing messages with custom merge fields adds a more human touch, making recipients feel valued; inspiring trust and confidence between you and your audience. Boosted open and response rates: Emails that are personalized often have higher open and response rates. When people see their name or relevant details, they're more likely to be engaged. Keep it relevant: Including relevant details to the recipient's interests, company or the relationship you have with them makes the communication more meaningful, increasing the chances that the recipient will take action.Reminder: how to add merge fields to your email templatesCreate or edit an email template. Click the "+" icon or type "#" to insert a merge field. Select the desired merge field from the dropdown menu. ✔️ Best practicesUse merge fields strategically: Personalizing email copy leads to improved results and can help you avoid getting caught in spam filters when sending out templates multiple times in bulk emails and automations. Double-check your backup text: Ensure you have backup text for your merge fields so that the emails display properly if there’s no value for that contact. For example, add a backup of "there" for "#FirstName" and your email will read "Hi there!". Track performance (Professional & Business plans only): Monitor open rates, click-through rates, and other metrics to measure the effectiveness of your personalized emails. To learn more about Click Tracking (newly released, might I add!) click here.🚨 Good to knowSimilar to how Workflow Automation works, field names are fixed once inserted into an email template. We've implemented a new rule: all fields in email templates must have unique names. This prevents conflicts and ensures accurate merging. If you send an email template with Pipeline merge fields to a person, Copper will do its best to automatically determine the appropriate deal. Our intelligent logic can handle various scenarios.These new features are rolling out everywhere you send emails from Copper: the web app, the mobile app, the Chrome Extension, and Email Automations. Copper's newly added merge fields in emails offer a powerful way to personalize your email outreach even further than before. Start using them today and see the difference! Leave us a comment below and let us know how you’re using the new merge fields! 🤓 ❗️TEASER ALERT: We know there is another piece to the puzzle here… Pipeline Email Automations. Imagine automating outreach based on Pipeline stages… a feature that could be landing sooner than you think. Much sooner! Think before the end of the year 🤪 Stay tuned.  To merge fields, Amie

Hey Coppernauts! Over the past few months, we've been laser-focused on enhancing your Copper Pipelines experience. Thanks to your valuable feedback, we've rolled out a series of updates designed to transform how you map out and organize your customer journey. Our mission? To create a more intuitive, efficient, and personalized Pipeline experience that empowers you to visualize, manage, and optimize your customer interactions like never before. 💫We like to think of Pipelines as offering a bird’s-eye view of your entire customer journey, making it easy to identify bottlenecks, prioritize what matters most, and keep your team working together seamlessly.Let’s jump into all of the updates! (Buckle up - they’re juicy!) 📍Centralize deal, project, and task management in one placeWe've brought tasks directly to your cards, so you can prioritize what's most important:Tasks are here: Create, edit, and track tasks directly from the board view. Assign tasks to team members within the board view. Expand and collapse tasks on demand: Only see the tasks you need when you need them, helping you stay focused and organized as you conduct follow up. Track deadlines with due dates and statuses: With due dates and status indicators right on your cards, you'll always know what's next and what's most urgent.Open any record directly from the board view: No need to switch between views for a quick update. Providing quick access to saved lists: Your saved filtered lists will now appear on the Pipeline board view so you can access your most important deals and projects. ❗️Customize your Pipelines with the most important fields Easily add your custom fields: You can now directly include custom fields on your cards to easily see the most important information and personalize your view.Personalize labels: Customize the display labels on your opportunities to make things easy to read and conceptualize.  Arrange fields to suit your needs: Simply drag and drop to rearrange or remove fields.  🏁 Gain instant insights with FlagsIntroducing Flags - make informed decisions and stay on top of your deals.Introducing flags: Flags allow you to set conditions on records in your Pipeline. When these conditions are met, the corresponding card will be flagged with a visual indicator. This helps you easily identify deals that require attention or meet specific criteria.Spot important metrics with Flags: New card flags allow you to quickly identify high-value deals or slipping opportunities directly on your cards. Explore details without breaking your flow: With infinite drilldown, you can dive deep into deal specifics without leaving your pipeline. Click on a contact name, a company, or a specific task associated with a deal, and access all the relevant details within the sidebar pop-up.  Customizable options and automationNew customization options and automation features allow you to tailor your workflows - for sales or non-sales processes alike.Automate workflows: Create custom workflows to automate routine tasks, such as sending welcome emails, scheduling follow-up calls, or moving deals to the next stage based on specific criteria. Board View statuses: Visual statuses will show which deals have been won, lost, or abandoned. Along with these clear visual cues, you can access detailed Won/Lost/Abandoned modals for a more in-depth view of closed deals.A fresh new look We understand that a user-friendly interface is crucial for efficient workflow. We've given our Pipelines makeover with a focus on intuitive navigation and a clean, modern aesthetic. This enhanced design allows you to focus on your tasks and projects without distractions. Plus, it’s nice to look at. 😍 Experience the power of a well-organized customer journey with Copper Pipelines. The updates never slow down at Copper. Stay tuned later this year for more exciting Pipeline updates and additions. Thoughts, feelings or opinions? Drop us a comment below! 💬 Try out the new Pipeline updates now!

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 tasks directly from the board view. Prioritize with ease: Quickly view high-priority tasks by expanding and collapsing task sections. Never miss a deadline: Add due dates and task statuses to your cards for better time management. Improve collaboration: Assign tasks to team members within the board view. 👀 Gain actionable insightsData-driven decisions are the key to growth. Our new Flag feature highlights your most important opportunities, right at your fingertips:Introducing flags: Flags allow you to set conditions on records in your Pipeline. When these conditions are met, the corresponding card will be flagged with a visual indicator. This helps you easily identify deals that require attention or meet specific criteria. Identify top priorities: Set conditions to automatically flag deals based on specific criteria (e.g., overdue tasks, high value). Track performance: Generate custom reports to analyze Pipeline data, track key metrics and identify areas for improvement. 🆙 Elevate your workflowExperience a more efficient and enjoyable workflow with our redesigned interface:Intuitive navigation: Enjoy an upgraded interface that makes it easy to find what you need.If you can’t see the new board view, reach out via the in-app chat and we’ll get you set up.Start leveraging new and improved PipelinesExplore the new Pipelines and share your feedback with us. Your input is invaluable as we continue to enhance Copper to meet your evolving needs. Drop us a comment below! 💬 

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 requirements, or collect feedback, click tracking can help identify friction points. High open rates but low clicks may indicate the email copy needs improvement. If both open and click-through rates are high but survey responses are low, consider refining the survey questions.  You must be on the Business plan and have Email Tracking enabled for open tracking and click tracking to work. Double-check this in Settings > Personal Preferences > Email Settings & Templates, then scroll down to Email Tracking. How it worksWhen you insert a hyperlink into an email in the Copper web or mobile app, Copper replaces the hyperlink with one that has a tracking token — but don’t worry, there’s no impact on your link, it’ll still go to the right place. Copper will then automatically track clicks as long as the email is sent from Copper.Clicks on a link will be automatically tracked if:The link is added to the email or email template via the Insert Link option in the toolbar of the email composer  You place a merge field with type = URL in an email or email template (this includes the new #BookingLink merge field!) The link is a hyperlink added to an inline image in an email or email template The email is sent from Copper: this means the email is sent from the web app or the mobile app Links in emails sent from the Chrome Extension, including links in email templates inserted in the Chrome Extension, are not tracked More info in the FAQ section below Where you can see clicksDon’t worry — we’ve got you covered. There are multiple places where you can view the clicks on links within your emails. We’ve added click tracking alongside open tracking, making it easy to find this new feature.Wherever you see the open envelope icon on an email activityIn the web app and Chrome Extension, you’ll see an open envelope icon if there are email impressions — including opens or clicks. Open envelope icon on an email activity Clicks and opens on the email activity In the mobile app, you’ll see a link if there are impressions on your email. Click in to see the opens or clicks.Email impressions in the mobile app  In My Tracked EmailsFrom the left-hand navigation of the web app, you’ll be able to see emails with click tracking right alongside open tracking. Hover over the open envelope icon to see the email impressions — including opens or clicks. You now have a new filter for Link Clicked in the upper right. New Filter in My Tracked Emails As part of outreach metrics for your email automationsWe’ve revamped the automations details panel to give you at-a-glance insight into how your outreach is performing. Here’s what’s new:New Clicked Links Tab: See the percentage of contacts who clicked a link, along with the specific link and date for each contact New Opens Tab: View the percentage of contacts who opened your email and the specific step they opened Updated Tab Headers: To Send: Shows the number of contacts queued vs. the total in the automation Sent: Displays the number of contacts emailed vs. the total in the automation Replied: Shows the percentage and count of contacts who replied Errors: Displays the percentage and count of contacts with deliverability issues Email Outreach Metrics  FAQsWill it show clicks per recipient?Recipients are not given unique links to click. The tracking token is on the link itself. Anyone who clicks the link will have their click tracked, including you. This shouldn’t be an issue for the 1x1 emails you send from Copper, including bulk emails and email automations — just don’t go into your Sent folder in Gmail and click the link yourself 😀 Will it track multiple links in an email?Yes! Any links in your email will be tracked, provided they are intentionally added as links as detailed above. What about existing email templates?You’ll want to delete and re-add any hyperlinked text, hyperlinked images, and/or URL merge fields to any email templates you created prior to this release. We are not able to retroactively add tracking tokens to links in email templates created prior to the release.   Need more info? We have a new help center article on the feature you can check out here. Let us know what you think! Share your feedback and questions in the comments below — we want to hear from you 👀 Cheers,Maggie

 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 deeper insights into your performance with new features like flags and custom reports.👉 Task automation: Streamline your processes with automated tasks. We cover all of the above ⬆ with Andrew. Here’s a recording recap so you can jump to the topics most important to you: Copper vision for Pipelines - 04:56 to 06:35 New look and feel of the board view - 07:11 to 08:52 New features (record navigation, dedicated filter panel, sorting options, saving filters, project workflows) - 07:11 to 13:17 Tasks and custom fields - 14:09 - 20:58 Pipeline reports - 21:48 to 22:33 Pipeline tips and tricks - 23:09 to 25:38 BONUS 🎉 what’s coming next - 26:09 - 27:00 Join us for next month’s Coffee with Copper on September 24th, 2024, as we dive deeper into crafting your customer journey with Copper. Register here. Whether you’re new to Copper, a longtime customer or still checking it out, we hope you’re excited to explore the possibilities of our new Pipeline features. If you have feedback or questions, please share it in the comments section below ⬇️ See you next time,  Amie at Copper   

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 Copper records ensures your data stays organized and up-to-date. Focus on a clear and concise form, as adding too many fields can overwhelm users. Keep it focused for a more valuable experience. We’ve updated our Help Center articles on creating a Lead capture form or a Contact (People) capture form, as well as published a new article on how your form fields map to CopperCheck out the FAQ section for some more info 👇 Customer FAQs Can I embed the form on a specific page on my website?Currently no, you cannot embed the form standalone on a specific page. The form is delivered via the widget. However, you can specify a particular page for the widget to display on when you install it on your website. For example, if you have a Wordpress website you would follow all of the steps in our installation guide except for Step 8. For Location you would change Site Wide Header to the specific page you’d like the widget to appear on.  Can I have more than one form? I need to route potential customers and job applicants two different placesCurrently no, you can only have one form. However, you could create a custom field that would allow you to handle these inquiries in different ways. For example, if you create a custom field called “Interested in” and the options are “Hearing about services” and “Applying for a position”, you would then be able to use this field as a filter in your lists to create a List of form respondents who are potential customers and a list of form respondents who are job applicants. Can I mark fields as required?No - only the Full Name and Work Email fields are required. But we’re interested in hearing your feedback on this! Let us know in the comments or by submitting an idea. Would you prefer if a required field in Copper is also required on the form? Or would you prefer to set fields as required on the form, independent of whether they’re required in Copper? How does Copper handle Company matching for People records?First, if you’re using the Lead capture form, the Company field is plain text and can be added to your form. The below only applies to customers who have a Contact (People) capture form, as Leads and People behave differently in Copper. Currently, Copper has automatic Company matching if a new Person submits a form and we find an existing Company that is a match for the domain of their email address. For example, you have a company in Copper called “ACME Consultants” and a new Person submits a form with maggie@acmeconsultants.com as their entered email address. Copper has logic to take the email address and check it against existing domains in Copper. The result is that Maggie will be created as a new Person and related to the ACME Consultants company 🪄Copper does not yet have automatic Company creation. This is coming in the next two weeks. When that it released, if a new Person submits a form and there is not an existing Company that matches the domain, Copper will create the Person and the Company and relate the two. We’ll circle back to this thread when this enhancement is released!As a reminder, Copper will not update the Name, Email, or Company if an existing Person submits a form (as in, the email address entered on the form is an exact match for an existing Person record in Copper).   Get ready to build better Forms with CopperJump into your Copper account and explore the power of Forms today! We're confident this update will streamline your form creation process and help you capture all of that valuable data.Let us know what you think! Share your feedback and questions in the comments below, you know Luke and Maggie will be on standby. 👀 Cheers,Amie at Copper

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 Copper: Reach more leads & customers: Professional and Business plans now enjoy an increased daily sending limit of 900 automated emails per company. Faster automation launch: New automations will begin sending emails within minutes of saving for the first time. Plus, the "To Send" area of the automation details panel will automatically populate. Test before you send: Ensure your emails look their best with the new "Send Test Email" feature. Remember to review your merge field fallback text! Dynamic sender selection: Choose a specific user as the email sender in addition to the "Contact Owner" option. Easy email: We’ve added a new, prominent Email button in the header of Lead and People profiles. Inline images in emails: Embed images directly in emails. (Mobile image abilities coming soon!) Enhanced feed experience: Take control of suggestions: Dismiss individual suggestions in the "Invite Team Members" card on the Feed. Pro & biz plans: Gain deeper insights with the new Activity Report displayed on your Feed. Refine your view: Utilize the Feed filters on the left to tailor your Activity Report. Bug Fixes:We've also squashed some pesky bugs to ensure a smoother Copper experience: Resolved an issue preventing some users from accessing email templates. (Double-check any attachments or inline images in your existing templates if you encountered this issue.) Fixed an inconsistency with the "check once a day" requirement for some workflow automations. You can subscribe to product updates in our Community to receive notifications about new features and releases as they drop 💌

 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 latest enhancements to email automation, including increased daily sending limits, faster launch times, and the ability to send test emails.We cover all of the above ⬆ with Maggie. Here’s a recording recap so you can jump to the topics most important to you:  Email enhancements kick-off - 2:00 Utilizing the Feed for emails - 2:05 to 3:55 Building lists for streamlined outreach - 3:55 to 7:10 New email button & keyboard shortcut - 7:10 to 8:27 Email templates and inline images - 8:27 to 16:00  Automating personal outreach - 16:00 to 29:00 BONUS 🎉 what’s coming next - 29:00 to 32:40 We ran a poll inquiring with attendees about possible upcoming features like the ability to connect generic inboxes to Copper, email aliases, or further Feed enhancements. The results were almost even across the board, so stay tuned! Additionally, we provided a sneak peek into the August Product Pulse, which will focus on Pipeline board view improvements. Join us for next month’s Product Pulse on August 27th, 2024, as we dive deeper into Pipeline enhancements. Register here.Whether you’re new to Copper, a longtime customer or still checking it out, we hope you’re excited to explore the possibilities of our new email features.If you have feedback or questions, please share it in the comments section below ⬇️See you next time, Amie at Copper

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 relevant online destination. Make your emails accessible to everyone: Add alt text to your images, ensuring everyone can understand your message, even if they use screen readers or if the images can't be displayed.So, how can you use them?Inline images aren't just bells and whistles — they're a powerful communication tool! Here are some industry-specific ways to leverage them:Universal appeal: Celebrate milestones with a fun "Happy Birthday" graphic or a congratulatory graphic for a client's big win. Agencies: Showcase your portfolio directly in emails with captivating images, or send clear headshots and bios of your team (advisors, entertainers, etc.) for a strong first impression. Construction companies: Wow potential clients with images of completed projects or use them to streamline decision-making by including examples of finishes or materials directly in your emails. Consulting: Enhance client communication with screenshots for complex processes and link previews.These are just a few ideas to get you started. Unleash your creativity and use inline images to make your emails more engaging and informative across any industry.  How to add inline images:Adding images is a breeze! You can choose from images stored on your computer or ones you've already saved within Copper. Here's a quick guide:Compose your email: Start by creating a new email from someone's profile, a Pipeline record, the Feed, the bulk email tool, or an email template.Click the "Add inline image" icon: This icon is readily available in all email composing interfaces.Choose your image: Select "Upload from Computer" to add a new image or "Add from Copper" to choose an existing one.That's it! Your image will be seamlessly embedded within your email. Image guidelines & tips:Supported formats: Jpeg, JPG, and PNG are your go-to formats. Optimal size: Keep images between 600-800 pixels wide for optimal viewing across devices. You can resize them within Copper after uploading. Email size matters: Maintain a overall small email size (under 20MB) for successful delivery. We recommend keeping the email size much smaller than that, though.Beyond the basics:We've packed inline images with features to enhance your experience:Image options toolbar: Access tools for removing images, adding hyperlinks, resizing, and adding alt text — all conveniently located next to your image. Hyperlinks: Transform your images into CTAs by linking them to relevant webpages or resources. Alternative text: Provide alt text for improved accessibility and ensure your message remains clear even if images can't be displayed.❗Important Note: Email templates with inline images aren't currently supported in the Chrome Extension or mobile app (coming soon). We're thrilled to introduce inline images and empower you to craft visually engaging and impactful emails directly within Copper.Ready to get started? Jump into your Copper account and explore the power of inline images today! Let us know in the comments below how you plan to use this new feature to elevate your email communication. 

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 new contacts from your list and manually emailing them? What if we told you you could offload that onto Copper? 👀 We’ve added an option to our Email People on a specific List gallery template that allows you to send automated emails only to new contacts added to the list moving forward — so your list of vendors, volunteers, or contractors won’t suddenly get the “Welcome packet email” all over again. From the Email Automations gallery, select Automatically email People on a specific List -or- Automatically email Leads on a specific List. People List template Then select the Only new People added moving forward -or- Only new Leads added moving forward option. Only new People added moving forward Feel confident adopting email automations — we’ve got your back! If you’re one of our early adopters or have attended one of our webinars, you’ve no doubt taken a survey on what features or resources would make it easier for you to adopt Copper’s new Email Automations feature. Well, good news! We’ve recently released a ton of these requests — and have even more coming your way soon!Now you can create and edit the email template(s) for your automation right from the automation itself! No more bouncing around to make sure you’ve crossed your T’s and dotted your I’s — visualize the entire outreach experience in one place 👏  We’ve also added an enhancement to the Rekindle template, allowing you to choose a People List instead of a Contact Type. So if you segment your contacts into lists instead of by type, we’ve got you covered 🫡 Rekindle templateNew option to rekindle people on a list You’ll also see bounced emails in the Errors tab. But don’t worry, if the email bounced because of a misspelling or clerical error, you can correct it and the email will automatically retry the next day (according to the Sending Schedule).  A humanistic approach to automated emails Your business is built on relationships — fostering personal connections that turn into lifelong customers. We know you want to save time by automating your outreach, but not at the expense of that ✨personal touch✨ Well don’t worry, we are very intentional about ensuring our feature mimics human behavior. Your contacts should have no idea they’re receiving an automated email 🦾We recently released a feature to automatically thread automated emails as replies if the Subject lines match. You can use this to automate a follow-up and a nudge for a response. Now that you can create and edit the email template right from the automation, it’s even easier to ensure you have that Subject line match. Plus, with the new #SenderFirstName merge field that nudge can mimic what you’d do personally 🙌  But wait, there’s more to come! This summer we’re continuing to roll out new features to our email capabilities that will be available to all customers on all plans — plus some more customer requests for email automations!🥁 Drumroll please…Inline images are coming to Copper emails 😱 That’s right — one of your top requests is coming in just a few short weeks. You’ll be able to add an inline image anywhere you send emails from the Copper web app:When sending an email from someone’s profile Using the bulk email feature Creating and using email templates Yes, I have this image saved on my computer For our customers using email automations, you’ll be able to send a test email to ensure your outreach will appear as you intended in the recipient’s inbox. This was by far the winner of our surveys on features that would make it easier to adopt email automations.  Plus a ton more enhancements we have planned for this summer:Send the automated email(s) from a specific user Set the email automation as inactive/activeAnd as we’ve teased in multiple webinars and here in the Community, our next big release will be Pipeline email automations 🥳 Stay tuned for all the 411 as we get closer to this release. As always, I thank you all for your feedback and insights. You truly do help us make Copper better. I can’t wait to hear what you think about these little but fierce enhancements! Cheers,Maggie at Copper

Hey Coppernauts! We're excited to bring you another release packed with features and improvements to streamline your workflow and keep you connected. Let's check out what's new:New Features Booking link field: Stay on top of your schedule with the new Booking Link field in your User profile (click the User avatar in the upper left). Easily share your availability and streamline scheduling. This field is also available as a Sender merge field for even more flexibility. Enhanced email automation: Get even more control over your email automations! You can now create or edit the email template directly within the automation UI. Additionally, bounced emails will show up in the Errors tab of the details panel, allowing for automatic retries and ensuring your messages get delivered. Chrome Extension remembers you: Tired of toggling the Chrome Extension panel open and closed? No problem! The extension now remembers your preference and will persist your choice between opening closed when you reload Gmail or open a new tab. Mobile App Pipeline power: The new Pipeline functionality is now live in the iOS mobile app! Android users will have access to most features over the coming weeks, with the exception of creating pipelines from templates and customizing pipeline cards. Learn more about the new Pipeline features. Bug FixesWe've also squashed some pesky bugs to ensure a smoother Copper experience: File syncing: Resolved an issue where files weren't syncing correctly to records in some accounts. File link duplication: Eliminated excessive file link duplication in some accounts. Chrome Extension performance: Said goodbye to excessive error notifications and improved performance in the Chrome Extension. Copper task syncing: Fixed an issue preventing Copper Tasks from syncing two-way between Google Calendar and Copper. Email template subject fix: Ensured that a subject line is required when saving an email template, preventing issues when sending emails through Email Automation. You can subscribe to product updates in our Community to receive notifications about new features and releases as they drop 💌Have a question? Contact our Customer Success Team using the in-app chat 💬Have a suggestion? Check out the Ideas board in our Community 👥

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 allowing you to: Open any record directly from the board view: no need to switch between views for a quick update. Follow your train of thought without losing your place in your workflow: explore every detail of your opportunity (related people, files, tasks and notes) directly within the board view, eliminating the need to switch between screens. But, that’s not all… This update also introduces some powerful features designed to enhance Pipeline management for both revenue and non-revenue tracking processes: Focus on what matters most: revamped card view delivers a clean and organized layout with improved readability and interactions allowing you to quickly grasp key information.New Tooltips offer instant insights: new tooltips appear when you hover over fields, providing helpful context.Board view statuses:Faster decision-making: you will now be able to view and edit the status of the associated record whether it’s Won, Lost or Abandoned without leaving the board view.   Coming this summer:Hold on to your hats, Coppernauts! This update sets the stage for some awesome new features coming soon that we know you’ve been anxiously waiting for. We’re about to launch a wave of features designed to turn your Pipelines into a productivity powerhouse. Get ready to experience:Effortless task management: manage tasks directly in Pipelines with in-line edit, create & edit task flows, displayed due dates and more….Actionable insights: prepare to be wowed by slipping and top deal insights, allowing you to identify opportunities are at risk and capitalize on hot leads. Believe it or not, that’s not all! Stay tuned this summer as the whole Pipelines refresh rolls out. ✨Oh yeah, as a little PSA: current customers will temporarily be able to switch back and forth between the new and old board view experience as we deliver additional updates to Pipelines.We're confident this refresh will make your Pipelines experience smoother and faster! We’re talking streamlining your workflow to feel effortless, boosting your speed with faster-than-ever interactions and wrapping it all in a stunning new user interface that will make you want to shout from the rooftops (or at least your desk chair). Get ready to experience Pipelines like never before! Let us know which feature you are most excited about!If you have any questions or feedback, please leave a comment below ⬇️ 

 Hey Copper Community 👋 Our latest Product Pulse webinar recording is here and we took a slightly different spin on this session 👀 Our product team walked through an end-to-end demo of our Pipelines feature, from managing a sales workflow all the way to project delivery and more. If you haven’t considered Pipelines for projects, it’s time to take a look — we might just have you ready to wave goodbye to your current project management tools, and hello to consolidated customer experience flows in Copper 👏For a seamless flow between revenue and non-revenue processes, we’ve made significant updates to our Pipelines including:👉 All new and customizable Pipeline templates to begin capturing and managing unique customer flows in minutes.👉 The ability to remove revenue tracking from existing project Pipelines to transition your flows and continue working with your tailored processes.👉 The introduction of “Project” and “Item” record types in Pipelines for flexibility when managing more than sales.👉 The ability to instantly duplicate a record from one Pipeline to another as a customer progresses through their journey with you — without any repetitive data entry. 👉 Alternate Pipeline statuses to better reflect the nature of non-sales processes, including: Open, Won’t Do, On Hold and Done.  We cover all of the above ⬆ in a quick use-case demo with our product team. Here’s a recording recap so you can jump to the topics most important to you: Our vision for Pipelines in Copper - 2:21 to 3:37 End-to-end demo kickoff - 4:25 Overview of a projects Pipeline in Copper - 5:54 to 9:05 Moving an opportunity in a sales Pipeline over to a project Pipeline - 9:06 to 11:43 How project Pipelines are related on the Company record - 11:44 to 14:49 How to create a project Pipeline - 15:28 to 17:55 How to duplicate an existing Pipeline - 17:55 to 18:11 How to transition an existing Pipeline to a project Pipeline by removing revenue tracking - 18:13 to 18:59 BONUS 🎉 Sneak peek at the new look and more coming to Pipelines - 20:55 to 22:09🌟 As mentioned during the session, we’re really excited about the adoption we’ve seen from customers who had additional team members on products like Asana, Monday.com and Trello to deliver projects. Visibility into customer communications is a critical part of project management, and they’ve seen huge value by getting all their users onto Copper. Yet, we know a one-size-fits-all pricing model might not work to make this transition. If you’re interested in bringing more users onto Copper, email us at sales@copper.com. We’d love to chat and provide flexible pricing options that works for you.Whether you’re new to Copper, a longtime customer or still checking it out, we hope you’re excited to explore the possibilities our flexible pipelines feature can bring to your business.  If you have feedback or questions, please share it in the comments section below ⬇️See you next time, Melanie at Copper 

Hey Coppernauts,We're back with another exciting release to help you stay connected and conquer your workflow. This time, we've got some updates and enhancements on deck to make your life easier.New features Mobile Business Card Scanner (iOS & Android): Network like a pro! Scan business cards or upload a photo to create Leads or People directly in the Copper mobile app.  Easily upload contacts using the business card scannerYou can learn more about this exciting new feature in our Help Center. Email Automation Enhancements Rekindle automation: Target specific groups with your Rekindle automations using People Lists (saved filters). List automation: Choose which People on the List receive automated emails for a more tailored approach. Threaded email replies: Keep the conversation flowing! Emails sent through automations will now thread as replies in the recipient's inbox. Bug fixesWe've also addressed some bugs to ensure a smoother Copper experience: File uploads: Resolved an issue where dragging and dropping files into the Related section opened them in a new tab instead of attaching them. Saved list columns: Fixed a bug where saving a List (saved filter) as the Default reset the columns displayed. Task view: Addressed an issue where clicking the Task name field in the List view caused the Task name to disappear. Long task names: Resolved an issue where long Task names in the List view overflowed and overlapped the next cell. Phone number clicks: Fixed an issue where phone numbers in the List view weren't clickable for users with embedded VOIP integrations. Email composer focus: Resolved an issue where using the keyboard to tab through fields in the email composer or email template composer landed the focus on the merge field and selected template elements. But wait, there’s more… Copper users with Leads can now leverage Forms and Email Automation to nurture Leads! Learn more Pipeline types and statuses for all your use cases. Learn more Have a question? Contact our Customer Success Team using the in-app chat 💬Have a suggestion? Check out the Ideas board in our Community 👥

Calling all customers using Leads in Copper 📣 We heard you loud and clear during our recent product webinars: you want to use forms and email automation with Leads — and we’ve delivered 🚀 Customers can now use our Forms widget to collect responses on their website and automatically create Leads in Copper. We’ve also extended the functionality of both single-step or multi-step email automations to allow users to send automated nurture campaigns to Leads and not just Contacts in Copper 🔥If Leads are part of your internal workflow, you’ll now be able to efficiently collect interested website visitors through form responses and automatically nurture these relationships — all within Copper 👏Your comprehensive lead nurture flow📍Note: You must have Leads enabled to see the options for leads in forms and email automation. If you don’t currently have leads enabled in your Copper account, you will not see these options How customers with Leads enabled can use this for their business: So your marketing initiatives are killing it and driving a ton of traffic to your website — hurray 🎉 With our Forms widget, you can capture these highly interested prospects directly into Copper as Lead records with both unique statuses and source information for precision tracking. Once in Copper, users can create a single or multi-step email automation (depending on their plan) to automatically nurture these leads with tailored messaging for example, thanking them for their interest and inviting them to book time with a member of your team. With this setup you’ll never miss an opportunity and start to build relationships instantly.   Here’s an overview of key functionality covered in this release ⬇️ Collect tailored data for actionable insights with LeadsTo better highlight key prospects and differentiate where new prospects are coming from, users can specify a Lead Status for leads created from form responses that’s different from the default for all other new leads created. Users will also be able to choose a specific Lead Source for leads created from form responses to better identify these hot prospects 🔥  Zero in on highly engaged LeadsYour highly engaged website visitors requested to connect by submitting a form response — now you can focus specifically on those new leads by creating a saved list filtered on your custom Lead Status and/or Lead Source. This way you know exactly who to go after with targeted messaging 🎯 If an existing Lead fills out a form, their record data (status or source) will not change.  See recent form submissions by Leads at a glanceQuickly check out and follow up on recent form responses by leads right from the Copper Feed as you start your day. If an owner has been assigned to leads created from form responses, those responses will appear on that user’s feed. Unassigned form responses by leads will appear in the general feed and can be filtered on by activity type 🔍  Effortlessly keep qualified web leads engaged with automatic nurturingSay goodbye to missed opportunities 👋 Automatically follow up with leads you haven’t heard from in a while with our rekindle automation, or get specific by creating a filtered list of Leads to engage with using tailored email templates. Business plan customers can add up to three steps to their follow-ups 🙌 Users can choose whether all leads on the list will receive the automated email or only new leads moving forward.   Maintain your engagement data as customers progress through their journey and provide a quality experienceWhen a Lead is converted into a Person, the form activities will transfer over to their Person record so your team will continue to have full insight into this relationship 👀 The Lead Source will transfer if an opportunity is created at the time a Lead is converted. If an individual was in an email automation as a Lead, they will be removed from the cadence to avoid any confusion in their customer journey.  For additional details on using Leads with email automation and forms, we suggest checking out these articles in our help center: Creating a Lead capture form Automating a single email to Leads Automating a series of emails to LeadsSimplify your Lead nurture process today with the power of forms and email automation and begin building connections instantly ✨If you have any questions or feedback, please leave a comment below ⬇️Melanie at Copper