Set a Cc or Bcc

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Set a Cc or Bcc on a 1:1 email

With ActiveCampaign, you have the ability to add a Cc (Carbon Copy) or Bcc (Blind Carbon Copy) recipient to your 1:1 emails. This feature is significant as it allows you to keep other parties in the loop without revealing their addresses to all recipients, which can be vital for maintaining confidentiality and proper communication etiquette. Whether you are emailing directly from the contact overview page, a deal record, or in an automated workflow, adding Cc or Bcc recipients ensures that everyone who needs to be informed is included.

How to Access This Feature

To use the Cc or Bcc feature in ActiveCampaign, you must ensure that your email account is fully connected to the platform. This connection is necessary for the feature to operate seamlessly.

Step-by-Step Instructions

Setting a Cc or Bcc on a 1:1 Email

1. Depending on where you want to send your 1:1 email from, click on Deals, Contacts, or navigate through Contacts > Accounts to reach your desired page. 2. Locate the desired deal, contact, or account that contains the person you intend to email. 3. Click on the name of the deal, contact, or account to open its details. 4. Open the email composer using one of the following methods:

  * Click the Send an email button located in the top right corner.
  * From the deal, contact, or account record, click on the email address of the contact you wish to email.
  * Click the Emails tab at the bottom of the deal, contact, or account record and select Send an email.

5. Once inside the email composer, click either the Cc or Bcc option. 6. Type in the email address of the individual who should receive a copy of the email message.

Setting a Cc or Bcc on Automated 1:1 Sales Emails

1. Click on Automations to access the Automations overview page. 2. Select Edit for the automation that contains the Send a 1:1 email action you want to update. 3. Click on the Send a 1:1 email action to open the email composer. 4. Select the Add Cc/Bcc option. 5. Enter the individual's email address who should receive a copy of the email into the designated field. 6. Click Save to apply the changes.

For more detailed guidance, refer to the article on How to send 1:1 sales emails with automation.

Configuration Options and Settings

- Ensure that your email account is connected to ActiveCampaign to use the Cc or Bcc feature. - Understand how to navigate effectively through Deals, Contacts, and Accounts to find the right contact for emailing. - Familiarize yourself with the email composer interface, as it will help streamline your email processes.

Best Practices and Tips

- Use Cc when you want recipients to be aware of each other and the communication. - Use Bcc to maintain privacy among recipients, especially when sending emails to a larger group where recipients may not know each other. - Always double-check the email addresses entered in the Cc or Bcc fields to avoid sending emails to the wrong individuals. - Regularly review your Automations to ensure all relevant individuals are receiving necessary communications.

Troubleshooting

If you encounter issues when attempting to set a Cc or Bcc, consider the following:

- Ensure your email account is properly connected to ActiveCampaign. - Check for any typographical errors in the email addresses entered. - Confirm that you are on the correct page (Deals, Contacts, or Accounts) when trying to send your email. - If issues persist, consult the ActiveCampaign support team for further assistance.

FAQ

Q1: Can I add multiple email addresses in the Cc or Bcc fields? A1: Yes, you can enter multiple email addresses separated by commas when using the Cc or Bcc feature.

Q2: What is the difference between Cc and Bcc? A2: Cc allows all recipients to see the addresses of other recipients, while Bcc conceals recipients' addresses from each other.

Q3: Do I need a special plan to use this feature? A3: Yes, the ability to set Cc or Bcc in 1:1 emails is available for users with Plus, Professional, or Enterprise plans.

Q4: Is there a limit on the number of recipients I can add in Cc or Bcc fields? A4: While there may be a limit enforced by your email service provider, ActiveCampaign itself does not impose specific limits.

Q5: Is the email history visible to contacts included in Cc or Bcc? A5: Contacts in Bcc will not see any other emails or recipients, while those in Cc will have visibility of the entire communication stream.

Q6: Can I undo sending an email after I click send? A6: Once an email is sent, it cannot be unsent; however, you can follow up with the recipients if necessary.

Q7: How do I ensure my Cc or Bcc recipients receive the email? A7: Always verify that the email addresses entered are correct and that your email account is functioning properly for sending emails.

For further information on ActiveCampaign features, refer to the corresponding sections within this wiki or the help documentation. ```