topic Re: CC someone on a template or in a sequence in Tips, Tricks & Best Practices

CC someone on a template or in a sequence

RPellegrino — Thu, 03 Nov 2022 19:32:13 GMT

I noticed a post that you can CC someone on a template or in a sequence but the insturctions were not valid, anyone else figure out how to do it?

You can specify a sequence-wide cc and/or bcc address on the Confirm step of your sequence or the Settings tab if your sequence has already been activated.Sep 27, 2022

Re: CC someone on a template or in a sequence

crispyGTM — Thu, 03 Nov 2022 19:58:09 GMT

@RPellegrino This is a function that is currently being reviewed, you can check its status here. I know this is a big pain point for a lot of HubSpot users.

Feel free to mark this post as a solution.

Re: CC someone on a template or in a sequence

gregrohde — Sat, 04 Nov 2023 13:18:21 GMT

This has been an ongoing conversation since 2017 and the last comment from HS was February 2021. They really move quickly to address things.

Re: CC someone on a template or in a sequence

MBanker — Mon, 20 Nov 2023 16:15:17 GMT

We attempted a workaround by having the sequence start with a task to send an email (so then you have to manually send each email). Works though not ideal. Would be much better to be able to CC directly in the email in the sequence

Re: CC someone on a template or in a sequence

小川千尋 — Mon, 25 Mar 2024 08:04:06 GMT

Many users will undoubtedly be pleased when this feature is implemented. And me, of course.

Re: CC someone on a template or in a sequence

ASegal — Wed, 01 May 2024 06:08:04 GMT

This would be very helpful

Re: CC someone on a template or in a sequence

robertaprequel — Wed, 29 May 2024 01:05:53 GMT

Upvote