Available with the following plans, except where noted:
With Copper's email automations feature, you can automate outreach to your warm contacts through customizable email sequences.
Customers on our Professional and Business plans can create an automation that sends a single email. Customers on our Business plan can add steps to their automation to create a series of emails.
This article covers frequently asked questions about the feature. If you don't see your question answered here, please reach out to support via the in-app chat in the bottom right of the web app.
How do I get a series of emails to appear as a thread in the recipient's inbox?
How do I get a series of emails to appear as a thread in the recipient's inbox?
If the Subjects of the email templates used within an automation match, the emails will thread as replies in the recipient's inbox.
If I'm only sending a single email, will the email send over and over again?
If I'm only sending a single email, will the email send over and over again?
No. If you've only created one step in your email automation, that email will not be sent repeatedly. For a single-step email, the "wait period" defines how long Copper should look for inbound activity from the recipient. The "stop sending if" criteria defines what you consider to be a "successful exit". Contacts who meet this criteria appear in the Replied section of the automation details panel, while those who don’t remain in the Sent section when the automation ends.
Can I send automated emails from a non-Gmail email address?
Can I send automated emails from a non-Gmail email address?
No. Copper's automated emails are only sent via Gmail. There is no way to automate an email from another provider.
Why aren't my automated emails sending?
Why aren't my automated emails sending?
There are a few reasons why your automated emails may not be sending.
If you are using one of the templates for automating emails to a saved filter, first check your selection for which contacts in the saved filter. For example, if you are using the template to "Automatically email People in a saved filter", the which contacts selection looks like this:
If you've selected "Only new People added moving forward," then any People already in the saved filter will not receive the emails.
Criteria cannot be changed once an automation has been saved and activated, so to correct this selection, you must delete the automation and create a new one.
Automated emails are only sent on weekdays from 8:00 am - 6:00 pm. Check your Company timezone, which is set in Settings > Workflow Automation
Check the Errors panel in the automation details to be sure the
Send Fromuser's Gmail account is connected. You will see a message in red text that says "[user name] needs to connect their Gmail account".
If a User does not have their Gmail account connected:The email will not be sent that day
Unsent automated emails will be retried the following day in accordance with the sending schedule. We will retry each Contact up to 3 times. This gives you time to reach out to the User(s) to connect their Google Account or change the Contact Owner to a different User.
Why can't I select the "All People" saved filter?
Why can't I select the "All People" saved filter?
Copper does not recommend you automate emails to such a large audience. A best practice for email deliverability and engagement is to segment your audience and then tailor the email template to that audience.
However, if you insist on automating outreach to an "All" saved filter, such as "All Companies", "All Leads", or "All People", you can create a custom saved filter that captures all contacts. For example, create a custom People filter and select all of your Contact Types. Again, we don't recommend this 🙂
How do I retry a contact who's email I've fixed?
How do I retry a contact who's email I've fixed?
Once a contact has been exited from an Email Automation due to an email issue, such as Bounce, even if you update their email it will not re-enter the contact into the Email Automation.
In order to start them on the Email Automation again, we recommend creating a brand new contact in order to trigger the Email Automation again.