CC in Sequences

Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. We get many many enquiries, the conversion rate is very low. The first email is a response to their enquiry.  

I have setup a sequence, the

1st is the email with all the details, the

2nd in the sequence is a follow up a week later, the

3rd is another follow up & the

4th is a final one saying I've sent u a few emails with no reply, so thank you & a link to our website. 

I want to CC another colleague in the sequence who will manage the enrolment if it happens. I am now forced to forward the email to them so they can make contact with with the prospective customer as I cannot CC them in the sequence.  Often there is no reply, I send a follow up & often there is no reply. I have found myself getting bogged down with setting up numerous contacts with no result, so.....  Hope this helps?

67件のコメント
一般投稿者

Man, I spoke to Hubspot about this a year ago. I need to cc my assistant on emails that I send out either from the CRM or from marketing. Usually, it's when I want to use Hubspot to do some scheduling and Hubspot meetings won't cut it. So, if I have 20 contacts I need to send to, I have manually insert each cc.

 

I'm putting up another feature request re: allowing cc's in sales templates. 

新規投稿者

Upvote

新規投稿者

Upvote!! This would help us out a lot. 

新メンバー

Upvote! This would be extremely beneficial when onboarding new clients and having the ability to CC those

clients within a welcome sequence! 

新規投稿者

Can we please create this as a functionality?

新規投稿者

Yes, add this feature please!

新規投稿者

Upvote!

新規投稿者

Yes, this is a very important feature that we are missing. When onboarding clients, this would be an amazing feature to have!

新規投稿者

Upvote

 

We just exhibited at a booth at a conference, and many prospects met with at least two of us: one sales and one technical expert. It is critical that both people are involved in the sequence.

 

This is why we need to add people to TO and CC in sequences, so that prospects have the contact details of all reevant people

一般投稿者

Upvoting this! It's pretty important 

新規投稿者

Upvote! This would be really helpful.

新規投稿者

The ability to CC my staff on emails to prospects and clients is very important. Currrently I’m using Insightly which has this ability to cc up to two staff/people on templated email blasts which is a huge value add.  I purchased hubspot for other value add reasons. Howver, the ability to CC people is a value add that I need. I may hold off on hubspot until this is resolved. I email hundreds of prospects per week and I can’t keep forwarding one by one to my team. Please advise when CCing on sequences will be available. 

一般投稿者

I have office 365 integrated, and I was able to go into our 365 admin and create a few rules that would automatically CC my sequences to another email address. We did it by subject line, and I just made sure our sequences were unique. 

新規投稿者

Upvote. Allow cc related person in the emails are huge for us.

ユーザー

Up voiting this.  I am a new paid user of HB's CRM and like most of it, but the inability to CC might lead me to use another CRM :*(

一般投稿者

MAJOR UPVOTE> 

Simple feature, lots of utility. Please. Thank you. 

一般投稿者

Not having this is brutal. I can't even manually add it on an email by email basis

新規投稿者

Agreed, this is a must with our workflow!

一般投稿者

How many upvotes and requests do we need to make this happen? This is critical for our sales handoff to our service team as well as pass offs from a BDR / SDR to an account executive. Would love to see this added. Any reason why it's not an option (even if it was not part of the template)?

一般投稿者

UPVOTE!