Set a Cc or Bcc on a direct one-to-one sales email

With ActiveCampaign, you can add a Cc or Bcc to any one-to-one sales emails.

Set a Cc or Bcc on a direct one-to-one sales email

Available on Plus, Professional, and Enterprise plans.

If you connected your email account to deals, you can set a Cc, Bcc, or both on any direct one-to-one email sent to a contact on an open deal.

To do so:

  1. Click "Deals" to navigate to the Deals page.
  2. Locate the deal containing the contact you wish to send an email to. You can use the search field to locate this deal.
  3. Click the deal name to open the Deal record.
  4. Open the email composer. There are three ways you can do this: 
    • Click the “Actions” button, then click “Send an email”
    • Go to the "Contacts" section of the deal record and click the email address of the contact you wish to send an email to
    • Click the “Emails” tab at the bottom of the Deal record and click “Send an email”
  5. Click either the Cc or Bcc option.
  6. Type the individual's email address who should receive a copy of the email message.

Visit the “How to send a direct one-to-one email to a contact on a deal” help article to learn more about this option.

Set a Cc or Bcc on an automated one-to-one sales emails

Available on Professional and Enterprise plans.

If you connected your email account to deals, you can set a Cc, Bcc, or both on any automated one-to-one sales email.

To do so:

  1. Click “Automations” to go to the Automations overview page.
  2. Click “Edit” for the automation containing the “Send a 1:1 email” action you wish to update.
  3. Click the “Send a 1:1 email” action to open the email composer.
  4. Click the “Add Cc/Bcc” option.
  5. Type the individual's email address who should receive a copy of the email into the field.
  6. Click “Save.”

Visit the “How to send one-to-one sales emails with automation” help article to learn more about this option.

 

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