How to automate a single email

How to: Automate a single email

Success at Copper avatar
Written by Success at Copper
Updated over a week ago
ProBiz.png

Copper's email automations feature allows you to automate follow-ups with your warm relationships.

You can easily create an automation using one of our pre-configured options in the gallery:

  • Rekindle: Automatically email Contacts I haven't heard from in a while

  • List: Automatically email Contacts when they are added to a specific List (saved filter)

You must be an Admin User or Account Owner to access Email Automations.


💡 Tip

Want to "test it out" before sending automated emails to your Contacts? Our Product Team has created a testing scenario for you here.


First, be sure you've reviewed the feature overview to understand the use cases and limitations.

Ok, ready to go? Great, let’s get started! You’ll select from one of the pre-built options in the gallery and then set some fields to create your email automation.

All of our pre-built options have some fields in common, so you will see some steps duplicated below based on which option you are setting up.


Rekindle Option: Automatically email Contacts I haven't heard from in a while

Keep your relationships in a constant state of warmth by automatically checking in with your Contacts.

We recommend you keep your automated emails targeted and personal.

  • Segment your Contacts using Contact Types

  • Tailor your email templates to these segments

  • Be mindful of reaching out to Contacts that you haven't communicated with in a long period of time – those relationships may be more "cold" than "warm". For example, if you are creating a Rekindle automation to email All Contacts where the Last Contacted date is over 6 months, consider first segmenting your customers further using Contact Types so the communications can be more targeted.

👉 Coming soon: you will be able to associate a List (saved filter) with a Rekindle automation – giving you even more flexibility to segment and target your customers with personalized communications.


💡 Tip

If you want to "preview" the Contacts who would get a rekindle email, you can create a List (saved filter) with the criteria of Inactive Days = 90.


Follow these steps to create the rekindle automation:

  1. Give your automation a unique Name
    If you plan to create multiple “Rekindle” automations, you’ll want to edit the pre-filled Name we’ve populated.

  2. Give your email automation a Description

  3. Select a Contact Type
    Specify a Contact Type to target specific Contacts with different messages.

  4. Set the time since the Last Contacted date
    We’ve set a timeframe of 3 months, but you are welcome to edit this field.

  5. Select which user the email should be sent from
    You may select either the Automation Owner (which is you) or the Contact Owner.

  6. 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

  7. Select the email template you would like to send

  8. Select a waiting period
    We've set a period of 3 days for Step 1, but you can change it. If there is new inbound email activity from the Contact during this wait period, we will consider the automation "successful" and display this Contact in the Replied section of the automations details panel

  9. Click Save & Activate.
    Your emails will start sending within the hour


💡 Tip

Customers on our Business plan can add additional steps to their automation to create a series.


List Option: Automatically email Contacts when they are added to a specific List (saved filter)

You can satisfy many use cases and optimize your workflows with this flexible option!

Follow these steps to create the List automation:

  1. Give your email automation a unique Name

  2. Give your email automation a Description

  3. Select the People - List (saved filter)
    The automation will email all Contacts already on the List and any Contacts added to the List moving forward. If you do not want to email the Contacts already on the List, please create a new List instead.

  4. Select which user the email should be sent from
    You may select either the Automation Owner (which is you) or the Contact Owner.

  5. 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

  6. Select the email template you would like to send

  7. Select a waiting period
    We've set a period of 3 days for Step 1, but you can change it. If there is new inbound email activity from the Contact during this wait period, we will consider the automation "successful" and display this Contact in the Replied section of the automations details panel

  8. Click Save & Activate.
    Your emails will start sending within the hour

👉 Coming soon: you will be able to choose if the automated email should go to all Contacts already on the List and any Contacts added moving forward -or- if the automated email should only go to Contacts added to the List moving forward.


💡 Tip

Customers on our Business plan can add additional steps to their automation to create a series.


Common Questions

When will the emails be sent?

Each hour we check to see if any Contacts meet the criteria for the automations you’ve created and attempt to send the email(s).

What if I make a mistake?

Delete the automation as soon as possible. There is no ability to unsend an email once it has been sent.

Can I automate an email to Leads?

Not yet. This release supports the Contact entity.

Can I create my own email automation triggers?

Not yet. But we would love to hear what kind of email automations you are looking to create. Our goal is to continuously deliver more pre-built options with each release, and your feedback is crucial to helping us determine what those should be!


💡 Tip

Have questions or feedback? Contact our Customer Success Team using the in-app chat or create a post in our Community.

Did this answer your question?