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?
Please add this feature. This is another thing that should be clearly there and it's quite frustrating to see that this has been requested for 2years and still nothing has been done about it. You're going to increase your sales so much more once you actually start dealing with these requests.
I am also requesting this functionality. We would like to be able to cc our distributor when leads come in from certain markets and are enrolled in sequences. The current process is too convoluted and requires us to send a separate email to our distributor and then manually let them know when the lead has scheduled a demo. This functionality would significantly improve our workflow and I request that HubSpot prioritize the development of this feature.
If there are any workarounds to cc someone in a sequence, I would be curious to learn what other users have done.
It makes total sense to have a sequence feature for CC within the organization. Let's say for example if the organization is working with different clients and someone needed to take a leave of absence or maternity leave - the contact owner can CC another existing contact owner to provide information to the client on how to best reach the company. There's a myriad of reasons why CC in sequence for existing contact owners would be incredibly valuable. If the concern is with spam compliance, there could also be a set limitation for the day as well.