Tips, Tricks & Best Practices

RPellegrino
Participant

CC someone on a template or in a sequence

I noticed a post that you can CC someone on a template or in a sequence but the insturctions were not valid, anyone else figure out how to do it?

 

You can specify a sequence-wide cc and/or bcc address on the Confirm step of your sequence or the Settings tab if your sequence has already been activated.Sep 27, 2022

4 Replies 4
小川千尋
Participant

CC someone on a template or in a sequence

Many users will undoubtedly be pleased when this feature is implemented. And me, of course.

0 Upvotes
MBanker
Participant

CC someone on a template or in a sequence

We attempted a workaround by having the sequence start with a task to send an email (so then you have to manually send each email). Works though not ideal. Would be much better to be able to CC directly in the email in the sequence

gregrohde
Member

CC someone on a template or in a sequence

This has been an ongoing conversation since 2017 and the last comment from HS was February 2021.  They really move quickly to address things.

0 Upvotes
christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

CC someone on a template or in a sequence

@RPellegrino  This is a function that is currently being reviewed, you can check its status here. I know this is a big pain point for a lot of HubSpot users. 


Feel free to mark this post as a solution.


Christopher Barnett - VP of Revenue at Aptitude 8