Important Update: Copper Community Sunsetting on March 15, 2025
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We’ve got another exciting announcement for our Copper customers 📣 We’re rolling out our new Feed — encapsulating everything happening in Copper into one clear, well-organized view 👀 Your new Copper FeedYou’ll never miss a beat with real-time updates on the activities captured in Copper – including calls, meetings, emails, form submissions and more 🥁 Move the work forward with powerful collaboration tools. You can interact with activities in the Feed just like you do on records, allowing you to comment, react and even reply to emails without switching into specific records.📣 We show you how Feed and Copper’s new Forms feature work together during our latest Coffee with Copper webinar. Watch here. 📍 Note: The Feed respects your current email visibility settings found under Settings > Personal Preferences > Email Settings & Templates > Emails, Files, and Links Visibility Here’s a quick rundown on what you’ll find in the new Copper feed ⬇️Maximize your efficiency
👉 Sign up here 👈Office hours every Thursday 10am - 10:45am PST Bring your questions, chat with other Copper customers or listen in on the discussion! Our weekly office hours is a space to connect with the Copper community and with Copper experts.This session is led by Chris, who will talk through any and all topics as needed, from setup and customization to reporting and workflow automation. There’s no set agenda, so feel free to suggest a subject or question.If you have specific questions to tackle, you can bring them to the session or email them in advance. Afterward, we send out a recording and summary of our discussion.If you’re looking for a more structured learning experience, check out our monthly user training and admin training sessions.
Hello Coppernauts, After careful consideration, the Copper team has made the difficult decision to sunset our Copper Community (community.copper.com) on March 15, 2025. While the Community has been a wonderful space for connection and ideas, we're shifting to a more focused and streamlined support approach. All product updates and support documentation will now be available in our Help Center. You should also continue to share your product ideas directly through our in-app chat, where they’ll be sent to our Product Team for consideration. We’ll also share and update our 12 month roadmap here. We’re excited about these changes because they allow us to focus on giving you faster, more reliable support and ensuring your feedback has a direct path to our team. We're closing the Community, but don’t worry—you can still chat with us anytime. Think of it as moving the party to a cozier, more efficient venue! Cheers,The team at Copper
Hey Copper Community 👋We’re teeing up something great in Copper and here are the deets 👀 Now it’s even easier to capture information from your website visitors and automatically push it into Copper. Get a jump start on nurturing these new relationships — all from one tool 🔥 Our new Forms feature (as teased during our December Coffee with Copper webinar) is rolling out to all Copper accounts in the coming weeks 🎉 We’re thrilled to continue delivering capabilities that allow Copper to be your end-to-end relationship management platform. 📣 We did an in-depth demo of this feature and how it works with our newest email automation functionality during our latest Coffee with Copper webinar 👉 Watch here. This is the first release in a series of releases as we deliver a comprehensive forms tool for our customers. Here’s what to expect with our first release: Automatically create Contacts from form responses: We’re revving up your prospect and customer engine by automatically capturing all
The Copper mobile can help you log your SMS text messages and calls to a contact’s activity log. Learn more about it below!This guide is split up into two sections:Automatic SMS & Call Logging on Android Assisted SMS & Call Logging on iOSThis feature works differently in iOS and in Android, so please read through the section that applies to you.Note from December 2021: this is a new feature so you may have to update your app in the App Store or Play Store before you can enable it. Automatic SMS & Call Logging on AndroidOn Android, the Copper app can automatically create an activity when you send texts or have phone calls with your Copper contacts.To enable this feature:Open the mobile app on your device and click the “more” button in the bottom right corner. Select Settings. Select SMS or Phone, depending on which type of logging you’d like to enable. Click the toggle in the Tracking box. You will be prompted to allow the Copper app to access your SMS or call history. Acce
Getting Started Welcome to Copper! 🎉We are so excited to have you. Our goal is to enable you and your organization to:✅ Manage your contacts✅ Manage your deals✅ Manage your projects✅ Edit your personal preferencesThis course is designed to teach you, a Copper user, how to user Copper's main features. If you have any questions, feel free to leave them in the comments below or post in our Community Forum!Let's get started! Getting Started with Copper The first thing you should do is download and install our Chrome extension! This allows you to add contacts, manage deals, and complete tasks from within Gmail and Google Calendar!✋ We strongly recommend installing our Chrome extension. This allows you to access Copper from within Gmail and Google Calendar! If you’re often on the go, check out our mobile app for iOS and Android as well! Understanding Copper Webinar RegistrationSimilar to Admins, we recommend you start your journey with Copper by attending our weekly User Webinar. Everyon
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