Available with the following plans:
With Copper's email automations feature, you can automate outreach to your warm contacts through customizable email sequences. It's easy to get started using our gallery of pre-configured templates.
The number of steps you can include in your automation depends on your Copper plan:
Professional customers can create automations that send a single email
Business customers can create automations that send up to 7 emails
These options are available for both People and Leads. You must have Leads enabled to see the Leads options.
By default, only Admins and Account Owners can manage email automations. However, individual Users can be granted permission.
This article will walk you through creating an email automation to a saved filter, including:
If you want to automate outreach to Company primary contacts, please see this help center article on automating emails to a Company Saved Filter.
We recommend keeping your automated emails targeted and personal.
Segment your contacts using Saved Filters (Lists)
Tailor your email templates to those segments
You can review more best practices in our help center article here.
Automatically email People in a saved filter
You can satisfy many use cases and optimize your workflows with this flexible option!
💡 Tip
Replace a manual process, such as bulk email, by using the "Only new People added moving forward" option, as shown below. That way, the contacts on the list who already received your manual outreach will not receive the automated email.
If you're unsure, you can save your automation as a draft. You'll be able to change everything about the draft, including the number of steps, the content of the emails, and the entrance and exit criteria before you set it live.
Follow these steps to create the automation:
Give your automation a unique Name
If you plan to create multiple saved filter automations, you’ll want to edit the pre-filled Name we’ve populated.Give your email automation a Description
Select the People Saved Filter
You cannot select the "All People" filter. We recommend you segment your contacts to maximize deliverability and email engagement.
Choose which People in the saved filter should receive the automated emails:
Only new People added moving forward will only send the automated email to the People who enter the saved filter after the automation is saved and activated
All People already in the saved filter plus any added moving forward will send the automated email to all People who are already in the saved filter plus any People who enter the filter moving forward
⚠️ If your audience is large, Copper may not send all of the automated emails in one day. Please see the daily send limitation section of the best practices article for more information.
Select which user the email should be sent from
You may select Contact Owner or a specific user.
If you select Contact Owner, any contacts who do not have an owner will receive the automated email from the Automation Owner (which is you).Note the Sending Schedule
Automated emails will only be sent during these hours, which will adhere to the Company time zone set in Settings > Workflow Automation
Optionally add a delay before Step 1 is sent
This delay applies to all contacts who match the trigger criteria now and in the future. If there is no delay, emails will start sending within the hour to contacts who match the trigger criteria.Select the email template you would like to send or create a new one
Business plan only: Add step(s)
To add a step, click Send Email
You can choose to send up to 7 emails as part of the automation
You can only add or delete steps when creating an automation. Once the automation is saved and active, you cannot add or delete steps.Select an email template for your additional steps
Select a waiting period after the email is sent
The waiting period is how long Copper waits to send the next email in the series if contacts do not match your reply criteria.
Set the reply criteria, which is the inbound activity that qualifies as a ‘successful’ exit from the automation
For single-step automations and the last step in a series, Copper will wait 30 days for contacts to match the reply criteria.
Click Set live
When you set an automation live for the first time, automated emails will start sending after any delay you've set.
The reply criteria apply to the entire automation. Contacts who meet this criterion appear in the Replied section of the automation details panel, while those who don’t remain in the Sent section when the automation ends.
Automatically email Leads in a saved filter
You can satisfy many use cases and optimize your workflows with this flexible option!
Copper does not support automated outreach to cold Leads. If you automate emails to unqualified Leads, a Lead list you purchased, or any other recipient who is not expecting an email from you, your emails may be marked as spam, which could directly impact the deliverability of all emails you send from your Gmail account.
💡 Tip
Replace a manual process, such as bulk email, by using the "Only new People added moving forward" option, as shown below. That way, the contacts on the list who already received your manual outreach will not receive the automated email.
If you're unsure, you can save your automation as a draft. You'll be able to change everything about the draft, including the number of steps, the content of the emails, and the entrance and exit criteria before you set it live.
Follow these steps to create the automation:
Give your automation a unique Name
If you plan to create multiple saved filter automations, you’ll want to edit the pre-filled Name we’ve populated.Give your email automation a Description
Select the Leads - List (saved filter)
You cannot select the "All Leads" filter. We recommend you segment your contacts to maximize deliverability and email engagement.
Choose which Leads in the saved filter should receive the automated emails:
Only new Leads added moving forward will only send the automated email to the leads who enter the saved filter after the automation is saved and activated
All Leads already in the saved filter plus any added moving forward will send the automated email to all leads who are already in the saved filter plus any leads who enter the filter moving forward
⚠️ If your audience is large, Copper may not send all of the automated emails in one day. Please see the daily send limitation section of the best practices article for more information.
Select which user the email should be sent from
You may select Contact Owner or a specific user.
If you select Contact Owner, any contacts who do not have an owner will receive the automated email from the Automation Owner (which is you).Note the Sending Schedule
Automated emails will only be sent during these hours, which will adhere to the Company time zone set in Settings > Workflow Automation
Optionally add a delay before Step 1 is sent
This delay applies to all contacts who match the trigger criteria now and in the future. If there is no delay, emails will start sending within the hour to contacts who match the trigger criteria.Select the email template you would like to send or create a new one
Business plan only: Add step(s)
To add a step, click Send Email
You can choose to send up to 7 emails as part of the automation
You can only add or delete steps when creating an automation. Once the automation is saved and active, you cannot add or delete steps.Select an email template for your additional steps
Select a waiting period after the email is sent
The waiting period is how long Copper waits to send the next email in the series if contacts do not match your reply criteria.
Set the reply criteria, which is the inbound activity that qualifies as a ‘successful’ exit from the automation
For single-step automations and the last step in a series, Copper will wait 30 days for contacts to match the reply criteria.
Click Set live
When you set an automation live for the first time, automated emails will start sending after any delay you've set.
The reply criteria apply to the entire automation. Contacts who meet this criterion appear in the Replied section of the automation details panel, while those who don’t remain in the Sent section when the automation ends.
Have a question? Contact our Customer Success Team using the in-app chat 💬