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.
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's 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 whose email bounced?
How do I retry a contact whose email bounced?
Contacts whose email address has bounced are automatically exited from an automation and cannot be retried, even if you update their email address. If you would like the contact to enter the automation again, you must create a new contact and be sure they match the trigger criteria for the automation.
Can I create my own triggers for email automations?
Can I create my own triggers for email automations?
Not yet, but we would love to hear what kind of triggers you want to create. You can create a feature request via our in-app support chat in the bottom right.
What happens if the primary contact on a company or pipeline record is changed?
What happens if the primary contact on a company or pipeline record is changed?
Automated emails will go to the new primary contact moving forward. Previously sent emails will not be resent to the new primary contact.
What happens if a pipeline record moves back into a stage?
What happens if a pipeline record moves back into a stage?
The automated email(s) will not be resent. If an opportunity/item has already entered the automation, it cannot be reentered.
What happens if a person is the primary contact on multiple opportunities in the same pipeline?
What happens if a person is the primary contact on multiple opportunities in the same pipeline?
If those opportunities move into the stage simultaneously, yes, it’s possible that a person gets multiple separate emails simultaneously.
How do I automate an email based on how long the opportunity/item has been in a stage?
How do I automate an email based on how long the opportunity/item has been in a stage?
You can set a delay before step 1.
If an opportunity/item "jumps" from stage 1 to stage 3, and stage 2 has an automation, will those emails fire?
If an opportunity/item "jumps" from stage 1 to stage 3, and stage 2 has an automation, will those emails fire?
No, the opportunity/item must land in the given stage for the email automation to fire.
What happens if an opportunity/item moves into a different stage before the rest of the series has been completed?
What happens if an opportunity/item moves into a different stage before the rest of the series has been completed?
Subsequent emails (including retries and/or additional steps) will not continue to send. An opportunity/item moving into a different stage exits that opportunity/item from the automation.