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I have a couple of workflow automations that are not working. Anyone else having this problem?
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 you
Hi everyone! Wondering if anyone has found an easy way to merge duplicate records without being in the pipeline, people, or company list views. For example: when I search for a person and 3 people profiles show up in the search bar, it would be amazing to be able to select and merge all three right there. Right now, the only way I know how to fix this would be to go to the people list, scroll all the way down (or filter) to find the duplicates, and merge them from there. Any tips or tricks on streamlining this would be much appreciated!
The Connect Fields that Copper introduced are really interesting and we have found some good internal use cases. However, they really only serve as glorified navigation tools at this point.I think to really unlock the potential of these fields, there are a number of other things that would need to happen to get the most out of them. Are there plans to do any of the following:Allowing Exporting of Connect field Allowing Importing or Bulk updates Enable API access through tools such as Zapier
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
Is it possible to insert an image inside an email template? We’re wanting to send out a bulk email to clients to thank them for the year and I’d like to include a banner image that we’ve created. I can see that I can attach a document/image but I haven’t been able to insert one into the body of an email template yet? Anyone have any suggestions or workarounds? Thanks!
I have two different pipelines (one for each client). I cannot import a spreadsheet in the second pipeline. Any suggestions would be great!
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 ⬇️📣 We’re covering the entire end-to-end pipeline experience in action during our Product Pulse webinar on Tuesday, May 28. Register here. 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 creat
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,
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-
Can i use a Connect Field to “inheret” a custom fields from a Company Record in a “opportunity” record? We have assigned tiers and exec sponsors to companies and want to make those values visible in the opportunity, including in the export to google sheets.
How are the profile images set for the People we have in Copper?I went to create an opportunity with a person and the picture associated with the person is … well not them. I am the one who initially loaded the data. I didn’t do anything with pictures. How are those set? Can we delete the image if it is wrong? Currently I only see the option to change it. Any help is appreciated. Thanks!
I am integration our Xero and Copper accounts and would love to add a field for “Days Since Last Invoice Was Created” so I can track how active accounts are/ set up an automation to email them after X amount of days. Is this possible? How would I go about doing this?
I’m struggling to review how many DMs have been scheduled and what has happened with our opportunities as I go over the Q1 report. How can I review this information?We have multiple stages in the funnels and they sometimes are different. It goes something like, First approach made > DM Scheduled > CAPI Scheduled, > Proposal Scheduled, etc---Sometimes we had the classical no shows, or leads dying in the negotiation process, yet I’m not able to review this as the Lead cards might have been moved in the 3 month period. What do you recommend?Best, Diego
I need to assign a specific task to another group member every time a lead is completed. In the task section, it displays the task 'Hand off to Concierge,' but I need to see the options available for the concierge. However, I can't find this option. It only appears as a checkbox, but I am unable to assign it to a Copper user.
Is there no way we could disable/hide or at least rename those saved filters? Its super annoying.
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