Who's ready for some Copper magic? 👀✨ We brewed up a new batch of fresh features and enhancements in October! Read on to get the full update.
AI Email Templates: AI-generated email templates that are automatically tailored for your business ✨
This release includes three options that align with common use cases:
Webform response: Use this email template to automatically follow up with potential customers who fill out the "Contact Us" form on your website.
Rekindle outreach: 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.
Request reviews: Use this email template to follow up with customers after a project concludes to solicit feedback and request reviews.
Email Automations - (available to professional and business customers)
Admins and Account Owners can now permit certain users to manage email automations
Admins and Account Owners can access this new permission when editing a user.
Successful exit criteria: You can now specify which types of activity trigger a ‘successful’ exit – and you can do this per automation. A successful exit stops the contact from receiving additional emails in a series and moves them to the Replied tab in the automation details panel.
You can choose to stop sending emails if the contact:
Replies to an email from this automation
Sends any email or calendar event
We also added some general user experience improvements to make it easier to understand the decisions you’re making and how the automation will flow for your customers.
Feed Filters: Now you can customize your Feed to show exactly what matters most.
Customize visibility based on specific activity types and user roles.
Save your filters as public to keep your whole team on the same page or private to keep you focused on your workflow.
💡 Tip: have an integration that creates a few activities, like Mailchimp? Now you can group them together into one view!
Scheduled emails in Feed: Now, when you schedule an email in Gmail, you’ll clearly see that it’s a scheduled email in the Upcoming section on Feed.
Plus a few enhancements and bug fixes:
The Feed will now default to the All tab
Draft comments will no longer disappear when scrolling in Feed or on the activity tab.
Now you can choose to embed your form standalone on a webpage – without the widget.
💡 Tip: We recommend you place both the widget and the embedded form on your website. This ensures your website visitors don’t have to look too far to contact you!
Board view polishes:
Enhanced card experience: Quickly see key details like Close Date and Owner directly on the card.
Improved navigation: Easily drag and drop cards between stages without any hiccups.
Quick access to related information: Quickly access full details of related entities directly from list views.
Improved filter visibility: Hover over saved filters to see their full titles.
Streamlined editing: Use the Tab key to save edits in inline editing mode.
Flex user management: Reassign records to inactive users when needed.
Enhanced cell editor: Experience refined editing for Pipeline records and tasks.
Accurate Pipeline updates: Pipeline cards will now be automatically moved to the correct stage when updated in the preview panel.
We took care of some board view bug fixes:
Seamlessly navigate to newly created pipeline records.
Sort People records accurately by first and last name.
Experience faster and smoother loading times for related sections.
Ensure your custom fields are always visible in list views.
Filter results accurately, regardless of character set.
Edit profile fields without losing data.
Create custom fields easily across all record types.
Quicker load times for related sections.
Copper is getting a glow-up:
Access detailed information effortlessly with the new column header menu in the list view.
"To-do" is now the default activity type for tasks.
Enjoy a more consistent look and feel with the updated custom field modal.
Create more powerful task automations based on deal creation and stage changes.
Quickly access specific activities with deep linking.
Benefit from a more intuitive and visually appealing interface with AUE design updates.
Leverage the new "list opportunities" endpoint to filter results by primary contact.
IOS mobile:
Enhanced email personalization: We’ve added new categorized merge fields and expanded the supported fields in the email composer.
List view filter updates: Along with a fresh new look, you can now easily find and apply filters and sorts, see what’s currently active and make changes on the go.
Android mobile:
Enhanced email personalization: We’ve added new categorized merge fields and expanded the supported fields in the email composer.
Inline images: You can now insert and customize inline images in your emails.
Plus, we squashed some bugs:
Account Owners and Admins can now edit saved filters.
You'll no longer receive email tracking notifications for your own emails.
Filters using Connect fields now return correct results.
More users can now edit custom fields from entity tables.
Lead tags will now carry over to converted Opportunities and Companies.
Filters based on "Text" custom fields now provide accurate results.
The email template selection list now functions as expected.