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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

    tom_gerth
    Gainsight Employee ⭐️⭐️
    May 11, 2017
    Hey All,

    I know that we now have the ability to send a copy of the email outreach to a CSM, which is an awesome start here, but I'm wondering if we might expect a true cc/bcc functionality in the near future?

    What I mean by that is, let's say we send a copy of the email to the CSM using the functionality we have now, the CSM gets the email but it's not an actual email thread, so you can't have any back and forth between CSM and user.

    Is there any plan to have a cc/bcc function that we can actually use to start a thread with a customer after the initial outreach send?

    Thanks!
    -Tom
    Enterprise Support Manager, Gainsight
    matthew_lind
    VIP ⭐️⭐️⭐️⭐️⭐️
    July 10, 2017
    I'm going to pile onto this one. The ability to put multiple stakeholders (the customer, the CSM and others) onto the same thread using the cc: field (and not the "Email a copy to" function) would be a robust step forward and enhance our use of CoPilot.
    Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
    July 25, 2017
    Same here, adding my vote to this. It's a necessary feature for an enterprise level product.
    russell_gray
    Contributor ⭐️
    August 30, 2017
    I am adding my vote to this ask as well. The CSM team needs to see a copy of what is sent to their customers, but does not want to receive a 1:1 copy for every contact that receives it (many hundreds in most cases).
    elizabeth_adams_c593ee
    Helper ⭐️⭐️⭐️
    February 21, 2018
    We also have a use case for this. We have a notification we send to an 'Administrator,' but we'd like to be able to cc: someone with another role on the account. This would be externally facing and we'd need to use criteria to identify the correct contact. Would that be a possibility?

    Elizabeth Panska
    michal_wachstock
    Contributor ⭐️
    April 16, 2018
    Love the BCC functionality but need to have the CC ability as well. Customers need to see who else is on the email distribution list and be able to reply to the CSM. When can we expect to see this?
    Thanks
    alex_legay
    Helper ⭐️⭐️⭐️
    May 14, 2018
    Any updates in regard to a true CC? I know this could skew analytics but is there any way to bypass the analytics part?
    jeremy_ceille
    Contributor ⭐️
    May 14, 2018
    Adding some additional thoughts:

    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!
    abhishek_sivaraman
    Helper ⭐️⭐️⭐️
    May 15, 2018
    Hi Alex and Jeremy,

    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
    jeremy_ceille
    Contributor ⭐️
    May 15, 2018
    Great question - I'm fine with that if it would be possible to drill down to the participant level engagement data. Could then filter out our internal folks as needed. Not perfect but would be happy to have the option.

    Thanks for following up!