Copper

COPPER

Copper is the only real estate CRM software, specifically built for G Suite, that automatically tracks and inputs every communication; leads, contacts, account details, emails, and more.

COPPER TRAINING VIDEO LIBRARY

Live Copper Overview.mp4

LIVE COPPER TRAINING

LEAD MANAGEMENT MADE EASIER WITH COPPER PART 1 of 2

LEAD MANAGEMENT MADE EASIER WITH COPPER PART 2 of 2

COPPER FOR iOS

ADD & MANAGE CONTACTS

ADDITIONAL COPPER RESOURCES

COPPER AND LEAD GENERATION CHANNELS

When leads are captured in Copper from the channels listed below, there are fields with specific data that triggers automation to keep you top-of-mind. Learn more about each channel by selecting the related dropdown button

NOTE: "(is Connected)" means that you and the potential lead have already connected via phone. You may view the content of the Automated Email Campaigns that are sent out via Copper, where noted.

Zillow Buyer (isConnected)

Fields:

Lead Source: Paid marketing - Zillow
Lead Type: Buyer
Contact Type: 1. New Lead
Program: N/A
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: No
Email Program: No

Zillow Buyer

Fields:

Lead Source: Paid marketing - Zillow
Lead Type: Buyer
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: Yes
Email Program: Online Leads – Buyer Email Campaign

Zillow Seller (isConnected)

Fields:
Lead Source: Paid marketing - Zillow
Lead Type: Seller
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: No
Email Program: No

Zillow Seller

Fields:
Lead Source: Paid marketing - Zillow
Lead Type: Seller
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: Yes
Email Program: Online Leads – Seller Email Campaign

Realtor.com Buyer

Fields:
Lead Source: Paid marketing - Realtor.com
Lead Type: Buyer
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: Yes
Email Program: Online Leads – Buyer Email Campaign

Realtor.com Seller

Fields:

Lead Source: Paid marketing - Realtor.com
Lead Type: Seller
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: Yes
Program: Online Leads – Seller Email Campaign

OpCity Buyer

Fields:

Lead Source: Performance marketing - OpCity
Lead Type: Buyer
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: No
Email Program: No

OpCity Seller

Fields:

Lead Source: Performance marketing - OpCity
Lead Type: Seller
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: No
Email Program: No

Homelight Buyer

Fields:

Lead Source: Performance marketing - Homelight
Lead Type: Buyer
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: No
Email Program: No

Homelight Seller

Fields:

Lead Source: Performance marketing - Homelight
Lead Type: Seller
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: No
Email Program: No

Redfin Buyer

Fields:

Lead Source: Performance marketing - Redfin
Lead Type: Buyer
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: No
Email Program: No

Redfin Seller

Fields:

Lead Source: Performance marketing - Redfin
Lead Type: Seller
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: No
Email Program: No

Touch 1 - Email 1

TRIGGER & DELAY:

Trigger: When Lead is tagged with “State of the Market Program” in Copper
Delay: No Delay

EMAIL CONTENT:

Email Program: State of the Market Campaign

Touch 2 - Email 2

TRIGGER & DELAY:

Trigger: No Reply to Email 1
Delay: 1 Day

EMAIL CONTENT:

Email Program: State of the Market Campaign

Touch 3 - Email 3

TRIGGER & DELAY:

Trigger: No Reply to Email 2
Delay: 2 Days

EMAIL CONTENT:

Email Program: State of the Market Campaign

Touch 4 - Email 4

TRIGGER & DELAY:

Trigger: No Reply to Email 3
Delay: 2 Days

EMAIL CONTENT:

Email Program: State of the Market Campaign

Touch 5 - Email 5

TRIGGER & DELAY:

Trigger: No Reply to Email 4
Delay: 3 Days

EMAIL CONTENT:

Email Program: State of the Market Campaign

Touch 6 - Email 6

TRIGGER & DELAY:

Trigger: No Reply to Email 5
Delay: 5 Days

EMAIL CONTENT:

Email Program: State of the Market Campaign

Touch 7 - Email 7

TRIGGER & DELAY:

Trigger: No Reply to Email 6
Delay: 5 Days

EMAIL CONTENT:

Email Program: State of the Market Campaign

Touch 8 - Email 8

TRIGGER & DELAY:

Trigger: No Reply to Email 7
Delay: 3 Days

EMAIL CONTENT:

Email Program: State of the Market Campaign

Website Form

Website Form Includes: Search Page, Contact Page, Schedule a Showing, Request More Information, Profile Pages, Past Sales, Working With Team

Fields:

Lead Source: Website Form
Lead Type: N/A
Contact Type: 1. New Lead
Email: (include)
Phone: (include)
Original Property Of Inquiry: (include)

Actions:

Send text: Yes
Email Program: General Website Inquiry Campaign

Open House

Fields:

Lead Source: Open House

Lead Type: N/A

Contact Type: 1. New Lead

Email: (include)

Phone: (include)

Actions:

Send text: No

Email Program: Open House program

QUESTIONS ABOUT COPPER

New to Copper and need to know the basics? Check out our videos and articles above! You can also register for a session with our trainer below. We will cover the topics presented above and how to navigate in Copper.

Already know the basics? Do you want to discuss business strategies and how to best incorporate Copper into your workflow? Please reach out and email your team's Business Manager.

Questions? Need support? For any other questions or if you need help with account setup, troubleshooting or importing your Contacts, please submit a support ticket below.

DOWNLOAD THE CHROME EXTENSION

DOWNLOAD THE COPPER APP

Page updated

Report abuse