HubSpot Ideas

DavidMFT

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?

HubSpot Updates
February 28, 2021 08:55 AM

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!

 

Best,

Glen

Being Reviewed
April 06, 2020 10:21 AM

Hi Community!

 

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!

 

Best,

Glen

227 Replies
AVauchko
Member

Allow the sequence emails to have a 'cc' option to forward it to others as well 

NiveshJOP
Member

@hubspot Any updates on this feature request? Important one!

robertaprequel
Participant

Upvote. Crazy this hasn't been figured out yet

JessieS
HubSpot Employee

@glencornell can we have an update on this feature request? It sounds like it was being reviewed and I had a customer open a support ticket on this. Can you confirm in this thread if it's still being considered and do we happen to have a time line if so? Thank you! 

rogermcnall
Member

It would be great for us, if the CC's could be set based on different parameters or filter conditions, including associations.

Like we have two tiers of customers.
Agencies, and then under those agencies, there are Employer Groups.

The agencies have agents. Those agents are assigned to a book of business (a set of Employer Groups)
Those Employer Groups have designated "Employer Contacts"

When we communicate to the ER Group Contacts, we would want to CC the agent assigned to those employer groups as well.

HrishiSathawane
Member

Why is this is not resolved yet. I can't add people in cc. I want to add my team members so everyone is on the same page and one of us can respond.

Upvote!

cassimatti
Member

this is imperative to our company with onboarding new clients and including the right people in the company - when will this be available?