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?
Hi Commmunity! An update here from the product team:
We are currently undergoing some major changes to the infrastructure of sequences to allow for a number of improvements, including the ability to enroll multiple contacts in sequences (CC, BCC, and TO:). Although we still plan to prioritize this work, it may still be several months before this functionality is available in beta. Thank you for your patience and participation in this thread, we are working hard to bring news of updates for you all as soon as we can!
Our team is currently reviewing the ability to CC (or include multiple contacts in the "To" field when enrolling contacts into a sequence.
In review, we access the problem and potential ways a solution would work in HubSpot, both in terms of user experience, and technical feasibility. If anyone would like to be more involved in our discovery reaseach and/or beta testing. You can fill out this form: https://forms.gle/JLh6BEhe2ygd7FJp7
I will update the status of this idea post as we learn more!
The workaround is sending manual emails to multiple people and following up with them manually. Which is silly and frustrating. Seems like a basic function that HubSpot is avoiding for some reason.
We want to have the ability to cc specific people in email templates and sequences. I noticed that this has been an ongoing request, dating back to 2017 from the looks of it.
Any sight as to when this will be a feature?
Without it, we rely on tools like Zapier to do things that we should be able to do directly in HubSpot.
This would be a very useful feature to have, as multiple people might need to be copied on a sequence, and being able to cc team mates or colleagues helps to keep everyone in the loop.