How Do I CC a Second Person Automatically?

Navigation: Contacts Record

In some circumstances, you may wish to send emails to more than one email address on a contacts’ record - to find out how to do this, follow the steps below: 

Step 1: In order to CC a second person into an email, you need to ensure you are using the correct field within your forms to collect the data, so to start, go to ‘Settings’ > ‘Forms’.

Step 2: On the left-hand side of the page you will see a list of potential questions you can put on your forms. To CC a person, you have to be collecting data for the second email address using the ‘Additional email address’ field. Ensure you have this field on your form.

Step 3: Go to ‘Email’ > ‘Send new email’ and create your email to your preference.

Step 4: Send or schedule your email. When your email is sent, anyone who has filled in the ‘Additional email address’ field will be CC’d into the email automatically.

Once you follow these instructions you will have successfully CC’d in a second person automatically.