How to create follow-up sequences
Creating automated follow-up sequences in Copper requires the Business plan and the Automation module. The process involves defining a trigger, adding email steps with time delays, and configuring exit conditions for contacts who have already replied. The process takes around 30 minutes. In Teeo, you just describe the sequence in one message.
How to do it in Teeo
“Create a follow-up sequence: first message at 3 days, second at 7 days, third at 14 days without response”
The sequence is active and will execute automatically at the defined intervals.
How to create follow-up sequences in Copper: step by step
Requirements
- ·Automated email sequences (Email Automation) are only available on Copper's Business plan (~$59/user/month). They are not available on Starter or Basic plans.
- ·Emails are sent through Gmail via the Google Workspace integration. Gmail must be properly connected.
- ·Copper does not support advanced branching conditions (if/else) in sequences. For complex logic, integration with Mailchimp or ActiveCampaign via Zapier is recommended.
Log in to Copper (Business plan required)
Go to app.copper.com and sign in with your Google Workspace account. Verify your account is on the Business plan; otherwise, the Automation feature will not be available.
Navigate to the Automation section
In the left sidebar, click 'Automation'. This section contains all workflows and automations configured in your account.
Create a new workflow
Click the '+ New Workflow' or 'Create Workflow' button. The visual automation editor will open.
Define the trigger
In the editor, select the event that will start the sequence. For example: 'Opportunity Stage Changed' (when an opportunity moves to a specific stage) or 'Person Created' (when a new contact is created). Configure the trigger filters for your use case.
Add the first step: follow-up email
Click '+ Add Step' and select 'Send Email'. Draft the subject and body of the first follow-up email. You can use dynamic variables like {{first_name}} or {{company_name}} to personalize the message.
Add a 3-day delay before the first email
Before the email step, add a 'Wait' or 'Delay' step. Set the delay to 3 days (72 hours). This delay is calculated from the moment the workflow trigger fires.
Add the second email with an additional 4-day delay
After the first email, add another 'Wait' step of 4 days (to reach day 7 from the start) and then a new 'Send Email' step. Draft the content for the second follow-up message.
Add the third email with an additional 7-day delay
Repeat the process: add a 'Wait' of 7 days (to reach day 14 from the start) and a third 'Send Email' step. This is the final message in the sequence.
Configure the exit condition for replies
To stop the sequence if the contact replies, look for the 'Exit Conditions' option or add a condition of type 'If email replied, stop workflow'. This prevents the contact from receiving further messages after replying.
Review and name the workflow
Give the workflow a descriptive name, such as 'Follow-up sequence 3-7-14 days'. Review all steps, delays, and conditions before saving.
Activate the workflow
Click 'Save' and then activate the workflow using the toggle switch. From this point, any contact or opportunity that meets the trigger conditions will automatically enter the sequence.
Frequently asked questions
Does Copper CRM have automatic email sequences?
Yes, but only on the Business plan. The feature is called 'Email Automation' within Copper's 'Automation' module. It allows you to create workflows with email steps, time delays, and exit conditions. This feature is not available on Starter or Basic plans.
Can I stop a sequence in Copper if the contact has already replied?
Yes. In Copper's workflow editor you can configure 'Exit Conditions' to automatically stop the sequence when the contact replies to any of the emails. This prevents the contact from receiving unnecessary messages after starting the conversation.
Which email account sends the sequences in Copper?
Email sequences in Copper are sent directly from the user's Gmail account, thanks to the native Google Workspace integration. Emails appear as sent from your Gmail address, which improves deliverability and the recipient's experience.