Available with the following plans:
The Email Settings page lets you make choices around your email workflow and templates.
In the Copper web app, navigate to Settings > Personal Preferences > Email Settings & Templates.
Across the top of the Email Settings page, you'll see a Preferences tab and a My Templates tab. Admin and Account Owners will also see a Shared Templates tab.
This article will cover the sections on the Email Settings page:
Email Preferences
The Email Preferences section lets each user choose how they want to send and receive emails.
Send and reply from Copper: You're telling the system you prefer to work on emails in the Copper web app. This will only work for users who have a connected Google account. All emails will be sent from your Gmail email address. Learn more.
Email links open in Gmail: You're telling the system you prefer to work on emails in Gmail. This will only work for users who have a connected Google account. When you click to compose an email from within Copper, a Gmail pop-up window will appear where you will compose your email.
Email links open in my default email client: You're telling the system you prefer to work on emails in your third-party email client. This will only work if you do not have a connected Google account.
💡 Tip
We strongly recommend you leave Mark synced emails public by default checked – this will allow for maximum visibility and transparency in your organization.
The Use Gmail signature checkbox is checked by default. When checked, your Gmail signature will be automatically sent with any emails sent from the Copper web and mobile apps, including automated and bulk emails.
Emails between Copper users (you and your colleagues) will not sync into your Copper account.
Admin Private Email Visibility (Account Owner)
The Admin Private Email Visibility Control is a setting that is only visible to Account Owners. This setting allows the Account Owner to determine if all emails, regardless of privacy and visibility settings, are visible to Admin or not.
By unchecking the box, the Account Owner removes this access, and visibility settings will affect Admin in the same way that they affect Users. You can read more about what this looks like in our Email Visibility article.
Individual Email Visibility Control (Admin)
The Individual Email Visibility Control (Adming) is just as the name suggests: Only visible to admins. You have two options for your company:
Yes, users may specify their own default visibility (private by default): While there is no setting that lets admins make all emails public when they come into Copper, this is as close as it gets. You're letting each user choose whether they want to make their emails public or private.
No (always private by default): When a user's emails sync to Copper, only the user and all admins can see those emails. Fellow users cannot see each other's emails.
The strategy behind this decision is something we've detailed in our 'Email Visibility' article, so head over there if that's what you're looking for.
Account Owners can always see all emails irrespective of these settings or email visibility.
Copper Mailbox
The Copper Mailbox setting is for customers who are not using our Gmail sync feature.
You can still sync your emails to Copper by including the provided email address in the BCC line of any email you want to sync. Each user can add this email address to individual emails they want to sync. If you'd prefer to sync all emails to Copper, check to see if your email client has an auto-bcc setting.
Each user can also check a box if you want any of the CC'd people in an email chain to be sent to Copper as people (bypassing the 'Suggested Contacts' feature, which only works for Gmail users).
If you're using the Copper Mailbox address to sync emails, the files and attachments in those emails will not be automatically associated with the contact.
Email Tracking
The Email Tracking checkbox activates email tracking for emails sent from Copper.
Professional and Business customers can automatically track all emails sent via the web or mobile app. Professional customers can track email opens, while Business customers can also track link clicks. You can choose which emails sent from the Chrome Extension will be tracked.
For more information, see our help center articles on Email Tracking.
💡 Tip
Check out our article on our Chrome extension for Gmail if you want to add Copper functionality to your Gmail inbox so you can work out of one browser window.
Email Templates
Email templates are a great feature to speed up a repetitive workflow. If your customers all tend to ask the same questions, you can apply a pre-written response to these emails with one click. You can further personalize your communications with merge fields.
The My Templates tab is available to all users. This is where you create your own email templates that are only available to you.
The Shared Templates tab is available to Admin users. Admins can create email templates that can be used by all users. This helps to ensure standardized messaging across your company.
Check out our video and article on email templates for help creating your workflow and creating your templates.
Have a question? Contact our Customer Success Team using the in-app chat 💬
Have a suggestion? Check out the Ideas board in our Community 👥