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andy_sackley
andy_sackley
Helper ⭐️
September 2, 2016
Solved

Sending 1 automated CTA with CoPilot Email template to multiple recipients

  • September 2, 2016
  • 4 replies
  • 72 views
We'd like to be able to automate (via a CTA with aCoPilot template) outreach to multiple recipients at a customer at the same time. Examples include sending a best practice guide to our 4 key customer contacts after our KO meeting, or sending a survey to our 4 key contacts post deployment etc. 

Is this possible? (and if so, how!)

Thanks!
      Best answer by karl_rumelhart
      H Andy,  There can be only one recipient on the 'To' line -- this provides the context for token replacement, e.g. filling in the First Name.   You an add more recipients on the CC line.  Does that meet the use case?  (BTW: including Survey in Email Assist is not yet supported...but we know it is very important!)

      4 replies

      karl_rumelhart
      karl_rumelhartAnswer
      Expert ⭐️
      September 2, 2016
      H Andy,  There can be only one recipient on the 'To' line -- this provides the context for token replacement, e.g. filling in the First Name.   You an add more recipients on the CC line.  Does that meet the use case?  (BTW: including Survey in Email Assist is not yet supported...but we know it is very important!)
        sarah_couch
        sarah_couch
        Contributor ⭐️⭐️⭐️⭐️
        October 24, 2016
        Hi Karl, I can't recall if this came up in a recent webinar but we'd love to be able to send "To" multiple contacts using email assist (rather than leveraging cc:). An example of when this would be applicable is sending a recap email for our Annual Planning and Review meetings with customers. The recap is typically sent "To" several of our main contacts with just a couple of executive sponsors on the cc: line. We would not leverage tokens in this case. Thanks!
          kathleen_gerhart
          kathleen_gerhart
          Contributor ⭐️⭐️
          November 29, 2016
          This request came up again today and we are curious if it's on the roadmap for email assist?  CSMs would like to be able to not only send "To" multiple contacts but also track opens and clicks.  Thanks!
            elizabeth_adams_c593ee
            elizabeth_adams_c593ee
            Helper ⭐️⭐️⭐️
            January 18, 2017
            Agreed - this is really important. CSMs are sensitive to multiple contacts that are at the same level and not wanting to send an email with one (or multiple) of those in the cc: field rather than the to.
            Elizabeth Panska
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