10 answers about Copernica Marketing Software

by Walter van der Scheer

Below you'll find the answers to a selection of questions our users fired at us before starting with Copernica. Do you have any other questions? Feel free to ask them through the comments of this article.


1. Is Copernica email marketing software or marketing automation software?
2. What’s the difference with (other) email service providers?
3. What is the difference between a CRM system and Copernica?
4. Does Copernica integrate with social media?
5. Is Support really free of charge?
6. Do I get charged for a training?
7. Is the number of fields in the database really unlimited? And the number of addresses?
8. Can I develop my own templates? And web forms?
9. What if I’d like another company to develop a template for me?
10. Can I create a free test account?

1. Is Copernica email marketing software or marketing automation software?

Any feature you’ll find in email marketing software or marketing automation software is also available in Copernica, but Copernica is not necessarily one or the other.

Copernica allows online professionals to easily manage their data, their channels and their content from one online solution. So you have time to focus on other, more important stuff. Automation is a key element, because, what’s more time-saving than automating? In Copernica you can schedule repetitive mailings and add triggers and follow-ups to any type of event or behavior.

Ah well, what's in a name anyway... In the end it is about results, isn't it?

2. What’s the difference with (other) email service providers?

Email service providers traditionally have developed their software from a channel perspective. Copernica decided that not a channel but customer data should be the source of a campaign. From this data perspective Copernica then added various channels and content management, so that based on the data, a professional can be timely and relevant. No matter what channel is used.

Therefore, Copernica offers the most flexible multidimensional data model available.

3. What is the difference between a CRM system and Copernica?

It is true that Copernica offers quite some CRM features, like contact and task management as well as contact registration and scheduling. But Copernica is not a typical CRM system as such.

CRM systems typically are focused mostly on your internal processes, and not so much on generating traffic and conversions to a web environment.

Copernica is the bridge between a CRM system and a content management system or e-commerce platform. Copernica is a true traffic generator.

Because of the overlap with a CRM software, Copernica integrates seamlessly with them.

4. Does Copernica integrate with social media?

Yes, Copernica integrates with everything. Social media are key to enrich information of your relations, to engage with relations very early on and to point out who your brand ambassadors are.

Copernica offers:
- easy social sharing of any content.
- collecting data from social media, e.g. via various Facebook applications.

5. Is Support really free of charge?

Yes, Support is indeed included in the license fee. Send your questions directly to support@copernica.com and let us surprise you with the swiftness of our answers.

6. Do I get charged for a training?

Nope, training is completely free of charge. You can watch our video tutorials or attend one of the many training sessions, online or somewhere near your offices.

7. Is the number of fields in the database really unlimited? And the number of addresses?

Copernica offers a unique multi-dimensional model, offering total flexibility of your data model. The number of fields, selections and collections are unlimited. The number of profiles and subprofiles is unlimited as well.

8. Can I develop my own templates? And web forms?

Yes, you don’t need us or a fancy consulting firm to develop a bespoke template or web form. Copernica allows for easy editing and building of templates and any type of web form.

9. What if I’d like another company to develop a template for me?

If you can’t or don’t want to develop templates for example, don’t worry. We‘ve gathered the best agencies to offer any service, e.g. template development and campaign management. So if you choose to work with any partner, rest assured that you're in good hands.

10. Can I create a free test account?

We thought you’d never ask. Yes, you can.

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