Send an automated email to all associated contacts as one email thread

AGardner
Participant

I'm building a pipeline in which we'd like to automate the send of a couple important emails to prospects and new clients. Since an automated email in a workflow is send to all associated contacts in that deal, can it be sent to the associated contacts as one email thread that they can all respond to, instead of sending it to these contacts in silos?

 

Example: We have a 'client details doc' attachment the new client fills out and sends back, if we automated this email we don't want it to be sent to 4 POC's and then we get back 4 different copies of the same document. Sending it as one email thread to the four contacts would prevent this and allow for uniformity among all the decision-making contacts involved in our process.

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2 Replies 2
webdew
Top Contributor | Diamond Partner

Hi @AGardner ,

As we use workflows to send marketing emails, we cannot send these emails as a thread. Your contacts will be receiving the emails separately. Sending marketing emails in thread doen't fullfill the purpose of 'marketing emailing'.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.
If the number of contacts of less, you can send the emails on one-to-one basis. 

 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

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AGardner
Participant

Thank you, it just seems odd that the only automated email there is an option to send when building a pipeline is a marketing email. We will likely have to leverage Templates for this purpose and just not be able to streamline the process quite like we were planning.

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