Ability to CC/BCC contacts on CoPilot outreach
None
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific email address, or a dynamic field (e.g. the CSM for the account). This could be used for internal notifications when a campaign takes place.
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Thanks
Aside from the added visibility on both sides from a "true CC" - another aspect of the "true CC" that our CSMs would like to utilize is the ability to come over the top of an outreach message as needed.
Looking forward to seeing this built out!
For your use case , is it ok to have a email sent where any of the recipients including actual recipient and the cc contacts can open the email and the email open,link click stats etc. will count for the statistics?
Thanks
Abhishek S
Thanks for following up!
Our use case is onboarding emails.
We want to be able to send the team leader as TO (email on account object), and the rest of the account's contacts as CC, with salutation like "Hi Joe and Team ACME!"
That feels a bit more natural and less "spammy" - all the team members get the same email and not multiple copies of the same one.
Make sense?
Thanks!
This would be very helpful for us to have. We want to send internal emails to the appropriate teams via AO whenever a client responds to one of our surveys. Right now the only option is email copy, not true CC.
We also would like to send out one email by account rather than one email by contact. We have the same use case as Tal Admon.
Thank you!
Raluca
We have a new customer that is implementing our solution. They have purchased 5 licenses for our product and each person with a license is added to the project. We would like each of them to recieve onboarding communications around project status, training availability, etc. Currently, we are not able to do so because we can only select 1 field as the recipient. We have attempted to create 'customer fields' within Programs but because not all customers have 5 contacts, the logic fails if one of the fields is blank.
Any suggestions on how to work around this?
Add contact to CC while sending Operational Emails: Previously, users could not add contact to the CC list for emails sent through Journey Orchestrator. With this release, users have an option to add the cc list to the email by selecting CC checkbox, which is enabled while sending only Operational Emails in JO. Currently, only 3 email recipients can be added to the cc list.
In Email Logs and Program emails, users can also track individual email events, such as open, click, and others, for ‘to’ and ‘cc’ emails.
Note: Analytics report is only generated on ‘To’ emails and not yet supported on ‘CC’ emails.
Please follow this article for more details.