Available with the following plans:
Create email templates that are automatically tailored to your business with Copper's AI email template creator.
No more blank page-itis. Let Copper draft your email templates, and they’ll be automatically tailored to your business and enriched with merge fields for instant personalization.
Copper has provided three options that align with common use cases.
Webform response. You can use this email template to automatically follow up with potential customers who fill out the "Contact Us" form on your website.
Quote reminder. You can use this email template to automatically remind leads of their quote (psst: coming soon, pipeline email automations!)
Lost opportunity. You can use this email template to capture feedback from deals you lost to ensure you're constantly learning and fine-tuning your sales process.
Onboarding welcome. You can use this email template to facilitate hand-offs between your sales reps and project managers and communicate the next steps.
Project close. You can use this email template to officially close out a project and thank the customer for choosing your business.
Request referrals. You can use this email template to gracefully request referrals from happy customers – no pressure!
Request reviews. You can use this email template to follow up with customers after a project concludes to solicit feedback and request reviews.
Rekindle outreach. You can 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.
💡 Tip
Have an idea for a use case? Let us know on our Ideas board!
Here's how it works:
Choose the kind of email template you want to create
Copper isolates your email domain to identify your website
Copper passes a prompt to OpenAI that includes:
Direction to use the tone, voice, and content of your website to personalize the response
Your company's Industry (if you answered that question during onboarding)
Merge fields that should be used in the response
You receive a drafted email template that is tailored to your business and personalized with merge fields (including backup text!)
Users with a freemail account (i.e., @gmail.com) will receive a best-practices-based response for each use case that is personalized with merge fields.
💡 Good to know:
OpenAI can only access browser history from up to October 2023. If your website has dramatically changed since then, those changes may not be reflected in your response.
OpenAI cannot use any Copper customer data to train its model. Your IP and PII remain protected.
This feature is currently in open Beta. During this time, template generation is limited to 10 per day. This limit is subject to change.
If you hit the limit, you will see a message in the template composer:
Have a question? Contact our Customer Success Team using the in-app chat 💬
Have a suggestion? Check out the Ideas board in our Community 👥