cc and bcc available in workflows | Voters

cc and bcc available in workflows

planned

Adam Rica

Add cc and bcc fields to the email action inside workflows

December 16, 2023

Support Team

Prasoon Dadhich Is there a timeline for this? CC/BCC in workflows is desperately needed.

MidniteSystems // Nic P

Hello. I am a Cyber Security student currently in networking and I want to suggest this to help the automation builders. I use the automation section to help Instagram account with thousands of followers comb through there dms
Please add the functionality to create color boxes to separate and easily identify automation tiles. 
Below is a link to an image from cisco.com I use the Cisco Packet Tracer in school and it has the functionality to create colored boxes to help separate the devices loaded on on the board.
https://learningnetwork.cisco.com/s/article/an-interesting-campus-network-with-packet-tracer
THIS would be huge. The Automation board is just plain white and can make editing automations hard. If we could place semi transparent colored boxes or any shape behind the automation tile you create a easier way for us to track our huge automation
I cant tell you how many times Ive edited the wrong thing and got to far before noticing and Im sure I'm not the only one
This would be a tool to up our game and I have more ideas if your interested to hear about them
https://learningnetwork.cisco.com/s/article/an-interesting-campus-network-with-packet-tracer

Ju Do

In our business we have a lot of word of mouth and online referrals i.e. current clients referring their friends to become our new clients. Would it be possible to add the email address of the referrer (as a custom field) in the cc of a workflow email please!

Prasoon Dadhich

Merged in a post:

Add cc/bcc Fields

Gilmar San Buenaventura

It would be helpful to allow cc/bcc on "Send Email" action in Workflows and Campaigns as well.

June 11, 2024

Prasoon Dadhich

marked this post as

planned

Oscar Solares

Prasoon Dadhich Do you have a timeline for this to be implemented?

Prasoon Dadhich

Oscar Solares We are trying for early next quarter but won't be able to share an exact date here.

Stuart Gelin

Prasoon Dadhich Any updates? This would be huge for us.

Prasoon Dadhich

Stuart Gelin Sorry this got pushed back due to other priorities. We will be picking this up in Q4

Kahea Kamauu Cal

Prasoon Dadhich we really need this for our business - it is critical that we can do cc and bcc to our clients so they can just respond to the correct team member per our workflow - do you have a date yet by chance?

Prasoon Dadhich

Kahea Kamauu Cal This is planned for Q4

Srikanth Chellaboina

Merged in a post:

CC & BCC Option for Workflow Emails

Cathryn Strupe

Having a CC & BCC option within Workflows is much needed!
For instance, when a lead fills out a form. It would be fantastic to send them an email that is CC'ed to certain team members for them to be able to respond directly in that thread.
Must needed for us and our clients.

June 6, 2024

Prasoon Dadhich

Merged in a post:

CC/BCC Email in automatic workflow

Lisa basien

There should be a CC/BCC email option in the automatic workflow, so if the customer was placed in the pipeline and an automatic email is send to the customer via the workflow, an automatic email is also sent to a CC email adress.

May 23, 2024

Aaron Farley

This would be great!

Louie La Vella

YES

Louie La Vella

yes please!!

(one case usage, for Trustpilot we need to BCC contacts so they can pickup the information and send a review request)

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