We’ve got another exciting announcement for our Copper customers 📣 We’re rolling out our new Feed — encapsulating everything happening in Copper into one clear, well-organized view 👀 Your new Copper FeedYou’ll never miss a beat with real-time updates on the activities captured in Copper – including calls, meetings, emails, form submissions and more 🥁 Move the work forward with powerful collaboration tools. You can interact with activities in the Feed just like you do on records, allowing you to comment, react and even reply to emails without switching into specific records.📣 We show you how Feed and Copper’s new Forms feature work together during our latest Coffee with Copper webinar. Watch here. Here’s a quick rundown on what you’ll find in the new Copper feed ⬇️Maximize your efficiency with easily accessible activity filters With our re-organized activity filters in a new left-side navigation menu, you can filter on the activity types you’ve added to Copper including emails, pho
Hey Copper Community! The team has been working hard to bring you an expansive Pipelines experience to help you tackle all of your business needs and engage your customers throughout their journey. We have a few exciting updates rolling out over the coming weeks 🔥These changes increase your efficiency in managing non-revenue engagements like projects, recruitment, and more – plus make it easier than ever to create the right pipelines that work for your business. Here’s a rundown on what we’re introducing to Pipelines ⬇️Create pipelines tailored to your business with new record typesManaging sales opportunities is only one aspect of your business, so we’ve introduced two additional record types to our Pipeline templates to give you even more flexibility when managing processes outside of sales: Projects and Items. You can also access these when creating a pipeline from scratch.You can further customize this by going into Settings > Customize > Rename Records and renaming these la
Hey Copper Community!We heard your requests loud and clear — filtering on recurring date fields is a must-have for our customers. We’re thrilled to announce this is now available in Copper 🎈Your feedback is invaluable to us, and we’re excited to introduce an update that directly addresses a key customer request.With our enhancement, you can now filter a list by recurring date. This will exclude the year from the filter, making tracking and celebrating important customer milestones like birthdays or anniversaries easy. Let’s walk through how it works:1. First, to use this feature you’ll need to have birthdays, anniversaries, or other customer milestones saved as a custom date field on your contact records. 2. You’ll need to locate this custom date field towards the bottom of your fields list, following the default fields when filtering your list. Scroll to find your custom fields3. Once located, you’ll click “Select Date Range”. 4. Then select “Recurring Dates”. 5. From there, use the
We have some exciting news for our community 🎉 Teased earlier in our January Product Pulse webinar, the first release of our email automation feature is now live in Copper for all Professional and Business plan customers. Staying on top of your warm relationships is now easier than ever with our new automate a single email functionality as we continue to evolve Copper into your comprehensive relationship platform for engaging customers across the entire journey. You’ll find it under Settings > Automation > Email Automation.📣 We did an in-depth demo of our automate a single email feature and its relationship with our new forms feature during our latest Coffee with Copper webinar. Watch here. Never miss a crucial touchpoint while nurturing interest with your customers using these key features: Gallery of pre-configured options: We make it super simple to get started by providing a gallery of pre-configured options for setting up your email automation based on common relationship-
Hi I’ve integrated Copper with Xero. However, for some companies (in Copper) the invoices are not showing up. There are cases where the name of the company is exactly the same. I’d like to understand what names that I need to ensure are the same between Copper and Xero so that the invoice will show.Is it ensuring the name of the company is the same between the two platforms? Do I need to ensure at least one of the contacts are in Copper is also in Xero?Some guidance on how to ensure all the companies reflect the respective in Xero would be appreciated. Thanks,
Hi Community 👋The next chapter of our email automation product drop is here: email series 🎉 As teased during our March Coffee with Copper webinar, we’ve begun rolling out the ability to automate a series of emails to our Business plan customers. Efficiently and elegantly nurture your key customer relationships — on autopilot 🚀📣 We’re deep diving into automating a series of emails during our next Copper Product Pulse webinar on Tuesday, April 23, 2024 at 10 am PT / 1 pm ET. Register here.Never miss a crucial touchpoint with the magic of email series. You’ll have all the functionality of automating a single email, plus: Tailored, 3-step automations to cover more groundIt’s a busy world out there and sometimes folks need more than just one nudge. Now you can take your customer nurture even further by adding up to three steps in your email series, each with unique templates so you can try out different communications at different times to spark engagement. You now have the ability to a
I recently added RingCentral to my business with the understanding that the Copper integration would track calls in Copper. Well, this was a bitter disappointment, as the integration doesn’t do that unless you’re using the app on a cell phone. And I’m not sure that always works. I feel kind of duped by Copper because I had to upgrade my Copper account to basically turn on “click to call” which should be a built-in feature anyway and then you get to choose your phone system/provider. Hopefully, I’m missing something here. I would appreciate any success stories and tips on this integration. Thanks, Michael
Hi, I am able to generate an API key but when I use it in the Zapier connection, I get the following error: authentication failed: Your authenticate token is invalid. I’ve validated the email is correct, that I’m an admin, and that there are no extra spaces in the API key. What could be causing this?
We would love to be able to set company and individual budgets for things like total revenue per month, lead conversion, opportunity conversion etc so the reporting can show actuals to target.
Hello, Our repeating customers’ profiles are starting to look a bit messy. With dozens of opportunities in some profiles, I am wondering if there is a way to filter ‘Won’ opportunities, whether that means archiving them or just being able to filter from newest to oldest. This would save our team so much time.I appreciate any insight you have.Thank you!Kendra
Hi There,Is it possible to automate a Task to be added to an opportunity every time a Google Calendar event is synced from Google to the respective Copper account? I would like to auto create a Task “Process meeting notes” to an opportunity every time a meeting is scheduled with a Contact.ThanksAndy
Hi, we usually use the option to copy the stages from an old pipeline to new pipelines, but we can’t find that option anymore?And when we try to make a new pipeline, it suggests some templates for stages, but we can’t make our own template, and i think that would be a very nice option to have :)
I am following the Copper Playbook for Zapier and Google Docs. I followed step by step, except the one that is missing in Zapier. It does not come up so I am unable to continue according to the instructions. Could you please shed any light on this? Is the documentation obsolete? Thanks in advance
Hello! Can I create templates in Word or GoogleDocs with merge fields from Copper without having to export to excel first? I’m looking to set up contract and proposal templates - hoping I don’t have to add another third party download to do this. Thank you!
Hi guys! Is somebody aware of any CPQ Solutions within Copper? CPQ stands for “Configure, price, quote” and it helps sellers quote complex and configurable products. Please advise. Thanks!
I have the google chrome extension and can relate an email to an opportunity. I want to turn off my google sync as the volume of emails not relevant is too great.If I turn off the google sync pull can I still use gmail to push relate an email through the chrome extension. That feature I like as it allows me to associate relevant messages only.
Is there a way to add a fillable form? I’d like to have an “account contact” form that my team fills in after each visit.
Copper buttons no longer show up in my Gmail compose window. How do I get them to show up so that I can use email templates that I’ve created?
Hello! I am starting to admin Copper to our team and have a question about the “Projects” section/feature in the nav bar. We will never be using this feature as we already have PM software and I’d love to turn it off for our team (to reduce confusion and remove extra unnecessary features). I can’t find anywhere where that is possible - I only see that it is being sunset for new users. Any ideas or help here would be appreciated! Thank you :)
When the copper extension is active on google chrome in gmail I am not able to attach any files to emails. When I deactivate it the issue goes away.
I’ve complained to the help desk before but need to do it more publicly here. The export process of Copper is Awful - and will be the reason I do leave Copper. The number of times I’ve had to wait HOURS for simple exports is INSANE. I never know when I’m going to get them. When I do exports it means I need them IMMEDIATELY. I’m not even getting into the fact there is only one export format and I then need to spend time cleaning up fields I don’t need or want. Really horrible process.
We use Google Docs to take and collaborate on meeting notes. When we log an activity in Copper (e.g. a meeting), is there a way to reference/link to one of these Google Docs? I’ve tried copy/pasting a hyperlink into Copper, but it just adds it as plain text.
I have about 10 people listed in connection with a project in the pipeline but only the first contact goes in as the primary contact as it is created. If I need to change this to another person how do I do that?
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
Hey Copper Community! We kicked off our first Coffee with Copper of 2024 by deep diving into how our relationship centric customers can better nurture interest amongst their prospects, clients and customers with our latest features. Our product team live demoed our new Forms and Email automation features and how they work together to nurture customers along their journey. We even had an attendee set up a new Form on their website live (it’s that easy!) 🚀Here’s a quick rundown on what we covered: An overview of Copper’s product vision and our progress in Q1 (2:22 to 5:35) Our new forms feature: how it works and how to set it up (5:38 to 17:22)📣 We’re doing a special Office Hours: Forms edition live working session on Thursday, April 4, 2024 to walk customers through setting up their first form. Register here and select the April 4th session.How forms and email automation work together to nurture your prospective customers as they complete form responses (17:25 to 22:20) A sneak previ
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