8 great ways to use Copper’s email automations

Imagine this: a potential customer lands on your website, fills out a form, and you instantly follow up without lifting a finger. With Copper’s Forms, that’s exactly what happens.

Copper’s Forms feature makes it easy to capture details like name, email, and project needs, automatically creating a Lead or Person in your CRM. But it doesn’t stop there. You can set up personalized follow-ups that feel like you wrote them yourself, whether it’s a quick “thank you,” an invite to book a meeting, or more details about your services.

This kind of instant response shows your potential customers that you’re on top of things—and let’s be honest, in today’s fast-paced world, that’s the kind of impression that gets you noticed. And the best part? These emails come straight from Gmail, so they’re seamless, professional, and personal.

Still not convinced? Here’s the kicker: responding to leads quickly can increase your chances of converting them into paying customers. So why wait? Send automated emails and let Copper handle the follow-ups while you focus on closing the deal.

You know those leads that love your proposal but suddenly disappear into the void? Yeah, we’ve all been there. It’s frustrating, right? But here’s the thing: most leads don’t go cold because they’re not interested—they go cold because life gets busy.

With Copper, you can send automated reminders to re-engage those warm leads without breaking a sweat. Whether it’s a “Just checking in!” email or a quick follow-up with a helpful link, you can gently nudge them back into action.

Let’s say you’ve sent a quote, and you’re waiting for a reply. Instead of sitting there wondering if they’ll ever get back to you, you can have Copper send a follow-up after a few days. The result? More conversations, more conversions, and fewer opportunities slipping through the cracks. It’s one of the easiest ways to use a CRM with automated emails to boost your close rate.

Onboarding doesn’t have to be a tedious process. Copper turns it into a simple, automated workflow that saves you hours of repetitive tasks.

Imagine this: the moment you hire a new contractor or sign on a vendor, Copper sends automated emails with everything they need, like welcome guides, checklists, and FAQs.

Copper even integrates with Google Drive and DocuSign, making it super easy to send out contracts and track their status. Instead of chasing signatures or managing multiple email threads, you can relax knowing your new partners have all the information they need to hit the ground running.

And guess what? Your vendors will feel like they’re working with a pro. That’s what happens when you let your CRM with automated emails do the heavy lifting.

Staying ahead of industry trends is important, but keeping your customers informed? That’s where you can truly shine. Copper makes it easy to group your clients by industry or interest and send automated emails that provide timely updates or advice.

Imagine you’re running an agency, consultancy, or media business, and you’ve got a list of key clients in a saved filter called "Partners." They rely on you to stay ahead of the curve, whether it’s market trends, new strategies, or project updates. With Copper, you can send automated emails directly to the primary contacts for every company in that filter—all while adding a personal touch.

For example, if you’re a creative agency, you could share case studies showcasing innovative campaigns or trends in branding. If you’re in media, maybe it’s curating insights about shifting audience behaviors or the latest platform updates. Consultants could provide actionable tips or deep dives into industry-specific challenges. These insights don’t just help your audience stay informed—they position you as their trusted advisor and go-to resource for expertise.

Copper lets you take it a step further with dynamic send options, so emails appear to come directly from the company owner managing the relationship. Plus, new companies added to the filter will automatically get these updates too—keeping your communication consistent and relevant, no matter how busy things get.

By sending these kinds of automated emails, you’re not just building trust, you’re showing your clients that you genuinely care about their success. And let’s be honest: that’s how you build long-term loyalty.

Everyone loves a little recognition. Copper lets you track important dates—like birthdays, anniversaries, or contract signings—and send automated emails to celebrate them.

For example, imagine your customer gets an email that says, “Happy 1-Year Anniversary with us! Here’s a small token of our appreciation.” Whether it’s a discount code or just a heartfelt thank-you, these thoughtful touchpoints make your customers feel valued. You can even say thank you with one of our many suggestions. Your clients will love it, and your relationships will thank you!

When you celebrate milestones, you’re not just keeping in touch—you’re strengthening relationships. These small gestures can turn one-time customers into loyal fans who stick around for years.

Your top clients deserve a little VIP treatment, right? Easily identify your most valuable customers and send them exclusive invites to appreciation events. Whether it’s a virtual get-together or a fancy in-person event, automating personalized invites through email automations ensures your VIPs feel special. No one gets left off the list, and you get to build even stronger relationships with the people who matter most to your business.

Congratulations! You’ve just delivered a customer project. It’s the perfect time to reach out and request a review while their memory is fresh — Yelp, Facebook, Thumbtack, or a testimonial on your website.

There’s no better time to ask for a review than right after you’ve wrapped up a project and your customer is still glowing with satisfaction. Follow up to ensure the customer is satisfied with the delivery and (politely) ask for a testimonial.

And, by automating this step, you’re not only building credibility but also making sure you’re capturing the positive vibes while they’re still top of mind.

Ever missed a renewal deadline with a client? It happens, but with Copper you can put an end to that for good. Set up email automations that remind clients about upcoming contract renewals, offer upgrades, or just check in before an expiration date sneaks up.

Imagine sending a friendly email 30 days before a contract expires: “Hi [Name], just a quick note that your contract renewal is coming up! Let’s chat about how we can continue supporting you.”

This kind of automation not only keeps you on top of your commitments but also shows your clients that you’re always thinking ahead. It’s a simple yet powerful way to build trust and maintain strong relationships—all while Copper does the heavy lifting.

Copper’s email automations go beyond saving time—they make your communication smarter and more personal. Whether it's instantly following up with new leads, celebrating key customer moments, or staying ahead of contract renewals, automations ensure you never miss an opportunity to engage.

The best part? It's all happening in the background, freeing you up to focus on growing your business. With Copper handling the busywork, you stay efficient and connected. Ready to elevate your workflow? Let Copper’s automations do the heavy lifting while you build lasting customer relationships.

Ready to see Copper in action? Try it free for 14 days — no credit card required — and experience the power of seamless email automation today!

Psst… more features are coming!

We’re always working on new ways to make your email automations even better. Here’s a sneak peek at what’s rolling out soon:

• Save automations as drafts: First-time users can experiment and build email workflows at their own pace, saving automations as drafts without the pressure of going live before they’re ready.

• Pause sending: Need to make a quick adjustment? Pause workflows with a single click, giving you full control over your campaigns without disrupting your flow.

• Business plan-only: Add up to seven steps! Create advanced email journeys with up to seven steps in your automations, perfect for businesses that need highly personalized and multi-layered workflows.

So stay tuned! Copper is constantly evolving to help you connect with your clients in smarter, more impactful ways!