If you're new to Copper and ready to get started with learning and customizing your account, we recommend checking out our Copper Guide to Going Live.
Use the guide to help you and your team get set up and trained on Copper. View it here and download your own copy at the bottom of the article so you can check off each section as you complete it.
Your guide to going live in 14 days!
Welcome to Copper! Use this checklist to start getting the most out of the platform immediately.
Phase 1: Getting started
Description | Who | Time | Status |
Complete the Account Customization Guide | Customer | 30 mins | ❏ |
Set up your account with this Customizing Copper webinar guide | Customer | 15 mins | ❏ |
Attend a live onboarding session followed by Q&A, offered weekly to all customers | Joint | 45 mins | ❏ |
Phase 2: Advanced
Description | Who | Time | Status |
Attend a live webinar with subject manner experts on building automations, custom reports and integrations | Joint | 45 mins | ❏ |
Book office hours with a Success Manager for general Q&A specific to your account setup | Joint | Optional | ❏ |
Phase 3: Certification & best practices
Description | Who | Time | Status |
Test your copper knowledge and get Copper Certified | Customer | 60 mins | ❏ |
Post your certification on LinkedIn | Customer | 5 mins | ❏ |
Onboard your team | Customer | 50 mins | ❏ |
Ongoing Support
Description | Who | Status |
Keep up-to-date best practices: attend customer webinars and review email updates | Customer | ✔️ |
Book office hours with a Success Manager for general Q&A or via chat in-app | Joint | ✔️ |
Want to chat with a Support Manager? Submit a ticket here. | Joint | ✔️ |
Thanks for being a Copper customer! 🚀
Have a question? Contact our Customer Success Team using the in-app chat 💬
Have a suggestion? Check out the Ideas board in our Community 👥