This article will show you how to record all your email campaigns sent from Gmail and Google Sheet in your Copper account (formerly ProsperWorks CRM). Copper lets you build advanced reports and graphs in Google Sheets.
Copper CRM provides the option to record all your emails sent through Gmail directly in Copper. You will be able to access at a glance all the Gmail conversations you had with your prospects or clients.
Please read the following steps to learn how to log your Gmail email campaigns into Copper.
1. Link your Copper account to your Gmail inbox
Once you signed up for Copper with your Gmail account, the Gmail sync is automatically activated. Copper CRM synchronizes your Gmail emails from the last 90 days or up to 1000 emails, depending on your Gmail inbox size.
2. Retrieve your Copper bcc email address
To log your YAMM email campaigns into Copper, you'll need to send your mail merge to each recipient with a special ‘bcc email address’.
From your dashboard, click ‘Settings’. Then, click ‘Email Settings & Templates’:
Then, scroll down the page and configure the settings depending on your expectations.
At the bottom of the page, under ‘Copper Mailbox’ section, you will find your BCC address.
This is the special email address you’ll have to add as a bcc recipient in your spreadsheet.
Select the email address > Right click > Click ‘Copy’:
3. Configure your contact list in your Google Sheet
List all your recipients in your Google Sheet (or Import contacts from your Copper account).
Then, paste the special BCC address under a bcc column, as shown below:
4. Start your mail merge using YAMM
Once your spreadsheet and Gmail draft are ready, run YAMM as usual. Click ‘Add-ons’ > ‘Yet Another Mail Merge’ > ‘Start Mail Merge’:
Then, select your draft > click ‘Send xx emails’:
5. Go back to your Copper account to check the email logs
If there’s a match between the recipients from your spreadsheet and the email addresses from your Copper contacts, you’ll be able to see the emails in the contacts’ profile.
From your dashboard, click on a contact under ‘Recently Contacted People’:
Finally, you will see the email under the contact’s profile: