Copper

Success at Copper

Product at Copper

Chris Clark

Email Features & Tools

🎥 Create, edit and apply Email Templates

AI email template creation

Get an extra set of 👀 and 👐 on that tricky email

AI email rewriter

Personalizing emails with merge fields

Best practices for images in emails

Send and Reply from Copper setting

How to configure your email settings in Copper

Email Settings

Using and Syncing Email Aliases

Best practices for personalizing an email template for bulk email or automation

How to personalize an email template

How to setup Email Templates and adjust your email settings

Email Templates & Settings

Creating targeted and personalized outreach to optimize engagement

Best Practices for Email Automation

Create a TEST email automation

Pause sending on an email automation

Keep your relationships warm by automating your follow-ups and the follow-up to the follow-up

Automatically keep your relationships warm

Automate your personal outreach to People and Leads in a segment

How to automate emails to a Saved Filter of Contacts

Automatically email the primary contact at a company when the company is in a saved filter

How to automate emails to a Company Saved Filter

How to automate Pipeline emails

Viewing the status of contacts in your email automations

FAQs: Email Automations

Email automation

Sending bulk emails

Bulk Emailing

Understand engagement with your email content

Email Open Tracking

Gauge interest and intent in your email content

Email Click Tracking

Email Tracking

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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