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chris_beaven
Contributor ⭐️⭐️
September 14, 2015

Ability to CC/BCC contacts on JO outreach

  • September 14, 2015
  • 44 replies
  • 519 views

I've heard a few customers ask about the possibility to CC or BCC internal contacts on a JO 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.

    44 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    December 6, 2016
    +1 on the request / use case for a true CC on CoPilot emails. Just came up today on a call with a Gainsight admin. 
    VP of Customer Success at Forcepoint
    chuen_moschetti_1466d2
    Contributor ⭐️⭐️⭐️⭐️
    January 4, 2017
    Bumping this request up to see if there are any updates for this function on the roadmap.
    spencer_engel
    Expert ⭐️
    March 9, 2017
    I have a customer who is interested in this functionality as well. They recently added their SVP's email address to the "send a copy" line in the outreach, and were surprised (shocked?) when that SVP got a copy of all 800 emails that were sent out in conjunction with the power list. 
    dan_ahrens
    Expert ⭐️⭐️⭐️
    March 9, 2017
    Spencer, you mention that they were surprised that the SVP was copied on all 800 emails.  I'm curious as to what the expected behavior would have been.
    VP of Customer Success at Forcepoint
    lane_h
    Helper ⭐️
    March 9, 2017
    Hi Dan, I believe the expected behavior would be that they would receive one email. I think the disconnect is that a Powerlist Outreach for 100 people actually sends 100 emails. Not one where a single person is BCC'd
    Director of CX and Scale Programs
    spencer_engel
    Expert ⭐️
    March 9, 2017
    Lane hit the nail on the head.
    dan_ahrens
    Expert ⭐️⭐️⭐️
    March 9, 2017
    I think I follow.

    So instead of CC'ing them, you really wanted to add them to the distribution list of recipients? In practice - instead of copying them on a random, single email message, they would get one specifically sent to them?

    For example: if Spencer and I were customers and Lane was the SVP, Lane would get a single email that would start with "Dear Lane" instead of getting copied on one (or all) of the other emails that would start with "Dear Dan" or "Dear Spencer". 

    Is this what you had in mind?
    VP of Customer Success at Forcepoint
    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    March 9, 2017
    This last use-case feels a lot like the emails I get from GoToWebinar where it says "This follow-up email was sent to 10 attendees, and here's what they got..." vs. copying me individually on each of the 10 emails. Am I close?
    spencer_engel
    Expert ⭐️
    March 9, 2017
    Yes, Manu, that's exactly what I'm thinking.
    jeffrey_dasilva
    Helper ⭐️⭐️
    May 2, 2017
    Is there a timeline on when true cc and bcc functionality will exist in CoPilot.  One requirement here is the ability to cc more than one person.

    Use Case
    - To: is POC
    - cc: is Sponsor and Billing contact.
    - bcc: is Partner