[Webinar Recording] Copper Product Pulse - January 2024

Welcome to our first ever Copper Product Pulse! Our new webinar series is bringing you a peek behind the curtain at what our Product team is working away on. From product updates to all-new features coming down the pipe, we spill the tea every month Copper is evolving into your comprehensive relationship platform for engaging customers across the entire journey, and we’re sharing updates as we ship new and improved features. 

In this session we covered 👇 

Email composer and template updates - 3:22 to 10:38

Composing emails is even easier in Copper with our latest updates. We’ve made the options to select a template or add merge fields into your email more accessible — saving you time and helping ensure accuracy and compliance in your frequent, repeated communications with customers, without losing out on the personalization. We’ve also brought the rich text formatting options to the forefront of your composer so you can quickly professionalize the body of your email before sending your message. 

New Lists on Leads - 10:38 to 14:04

Our new List Views experience is now in Leads. You’ll see a new look and feel, making it easier to navigate through and manage your lists in Leads. A customer favorite is the ability to save column configurations to ensure a unified view across users, keeping your entire team on the same page. Additional features now available in Leads include: 

• In-line editing support
• Tags field as a default column
• A new saved filter section for managing public and private filters

Single Email Automation - 14:25 to 23:52

Soon, users on our Professional and Business plans will have the ability to automate a single email! Built right into Copper, we’re helping you better nurture your client relationships with less effort using our pre-built email flow options to automate an email. Choose from templated flows including: 

• Sending an email to contacts you haven’t heard from in a while 
• Emailing contacts on a specific list
• With more email flows coming soon

It’ll take you under a minute to set up your email automations — so you can stay in touch with clients without all the manual follow-up. Basic plan customers can connect with our Support team via the in-app Copper chat if you’re interested in adding this feature. 

Here are a few key questions around our new releases we address here: 

What are the key benefits of emailing via Copper versus emailing via your email account and it being logged into the activity tab for that contact?

The main benefit is that within Copper we provide merge fields that enable the personalization of your templates. In the future, you’ll have the ability to use Copper templates in conjunction with our upcoming email automation features.

Are there limitations on the number of emails you can send using bulk email? Similarly, for the single email automation coming soon, will it be subject to Gmail’s sending limits?

There are no Copper limitations, however Google does enforce daily limits on the number of emails that can be sent per user, and this rule is respected by Copper since we send out emails directly through Gmail. This will include emails sent using email automation. 

Our email automation feature itself will also have a limit of 500 automated emails that can be sent from a Company (you and your users) in a day. Emails we were unable to send due to these limitations will be retried automatically the next day (up to 3 times per Contact).

How do I access the Leads feature? I don’t see the bullseye icon in the top left of my navigation. 

Leads is a current feature that can be enabled from settings. If you’d like to learn more, check out this help doc. 

Who will have access to set up email automations in Copper? 

For its initial release, only Account Owners and Admins can create an email automation — but we’re open to feedback on how important it is for all users to be able to create email automations. Although a user cannot create an email automation at this time, automated emails can still be sent on their behalf if they’re a Contact Owner for any Contacts and an email automation has been set to send from the Contact Owner.

Your feedback matters

This webinar is all about hearing from you and gathering your feedback. If you weren’t able to attend the session live, but you’re curious to see the poll results, check them out below ⬇️ If you want to share your input, please leave it in the comments section at the bottom of this post.

What features would you most like to see in Email Templates?

43% said Custom fields as merge fields

29% said AI drafted copy

28% said In-line images

What features would you most like to see in Email Automations?

31% said Automate email(s) to send before or after a specified custom date, e.g. “birthday” or “contract due”

26% said Ability to automate email(s) to Leads

25% said Automate email(s) to send when an opportunity moves stages

18% said Automate email(s) when a tag is applies to contacts

Soon you’ll be able to use Pipelines for all of your engagements – both revenue and non-revenue. When thinking about your business processes: if you had the ability to rename “Pipelines,” what would you name it?

52% said Leave it as “Pipelines”

33% said Workflows

8% said Flows

4% said Boards

4% said Workboards

Have feedback or questions? Leave it in the comments section below 🙂  

Melanie at Copper