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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

    jackie_cofield
    Contributor ⭐️⭐️⭐️⭐️
    June 12, 2018
    Hello - I'd like to vote for this as well. My use case is the ability to just have a cc or bcc line to always include the Director of certain copilot/AO emails. Our use case is we have an internal email sending to alert CSMs/AMs of issues with customers, and I'd like him to have visibility. 
    tal_admon_9b89b4
    Contributor ⭐️⭐️⭐️
    June 22, 2018
    +1
    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!
    samantha_braastad
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 20, 2018
    This is the functionality that we are looking for as well. In terms of reporting on the action taken on the outreach, it would be ideal to show how each individual engaged with the email. That also allows us to report back to the executive team at our customer if individuals are not engaged and doing their part of the onboarding process. 
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    July 20, 2018
    I've "re-opened" this idea, since it sounds like our original enhancement only meets a portion of your use cases.
    Lila Krutel, Dir. Global Education Services
    cmultanen
    Helper ⭐️
    July 30, 2018
    +1. 

    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. 
    dan_wiegert
    Gainsight Employee ⭐️⭐️
    October 9, 2018
    I am working with a customer who is using this email copy functionality for an internal program and she wanted help in tracking whether the "CC'd" contacts in her outreach actually received their email copy. It does not look like Gainsight (and other email platform related resources) distinguish emails sent as email copy separately from a standard program email. This does present a conundrum from a reporting standpoint as I can't figure out how you would be able to separate copied email sends from a standard send unless you knew exactly who you were looking for. Any ideas?
    Dan Wiegert - Gainsight DCS
    kate_green
    Helper ⭐️⭐️
    October 9, 2018
    Thanks Dan - I do want to clarify that there is no record of any of the cc'd contacts being sent an email, I don't mind not being able to separate them from the standard send, because I would know who is who.  
    dan_wiegert
    Gainsight Employee ⭐️⭐️
    October 9, 2018
    So to build on Kate's response - is there a way within AO reporting that could track email copy sends within a JO program in order to validate that the copied contacts received the program email? Based on what I have found, in Gainsight this currently looks like a "No". 
    Dan Wiegert - Gainsight DCS
    maya_peterson
    Contributor ⭐️⭐️
    October 9, 2018
    +1

    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.
    Contributor ⭐️⭐️⭐️
    February 5, 2019
    We have a need to BCC the CSM on monthly usage reports. I understand from my GS CSM that this is not something that can be accomlished just yet. Is the CC/BCC functionality on the product roadmap and if so, is there a projected release date that can be shared with the community?

    Thank you!

    Raluca