There are circumstances for which it would be beneficial to save CC's & BCC's to a HubSpot template. Sales Managers may want to keep track of certain outbound emails, especially those templates that are used in the Deal Stages. For example, a team of sales individuals may want to be CC'd on outbound deal/quote emails. When working in a team environment, it's common to CC individuals, and it would save time if a resource could avoid manually CC'ing individuals each time a template is used.
I had submitted this request a couple of years ago. I have both human and automated assistants. EVERY TIME I use a template for scheduling, etc. I have to manually put in the email address to cc or bcc. I can't figure out which is more mind bogglingly stupid: that the feature wasn't included to start with or years later it's still not there. What's the point of having a template if you can't save the details you use each time?
Hello. I want to tweak an email template that we use to follow up after a sales call. I'd like to be included as a cc on thise emails whenever one of my colleagues send it out but I can't see how that would be possible
Yes, this! Our teams use a robust set of templates daily and our current workaround is to add the list of CC'd email addresses to the title of the email template, then copy paste into the CC line. It isn't a great work around. Given the limited iframe the platform uses for updating creating and using templates is a real struggle to include CC's on a templated email.
Yes, this! Our teams use a robust set of templates daily and our current workaround is to add the list of CC'd email addresses to the title of the email template, then copy paste into the CC line. It isn't a great work around. Given the limited iframe the platform uses for updating creating and using templates is a real struggle to include CC's on a templated email.
Yes !! We need this, on our service side we work with alot of third party companies and it would be helpful if their contacts are in CC by default on the templates so that we don't have to look up their contact everytime we send an email - which is often.. this would be an amazing added feature
Please add! We bulk enroll contacts in a sequence to mass email from a template. However, we want to cc or bcc on those emails within the sequence. So when a contact is enrolled and received the email (from template), the email will automatically cc/bcc whomever I specified earlier.
Without this, I have to individually emails each person in a one-on-one sales email to use the CC functionality. What a time suck when we already have the ability to mass email with sequences!
