Keep stakeholders in the loop by seamlessly copying them on email campaigns
Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Marketing. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Enabled for | Public preview | Early access | General availability |
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Admins, makers, marketers, or analysts, automatically | - | - | Apr 1, 2023 |
Business value
Improve your customer experience by keeping your sales, customer service, and finance teams in the loop by copying key recipients on email campaigns. Enable other teams to follow up on hot leads or rapidly answer customer inquiries, speeding up your pipeline and increasing customer satisfaction.
Feature details
- Add up to five additional recipients to emails in the cc field.
- Copy people whenever you use the “Send Email” tile. You can add cc recipients at any phase of your journey.
- Dynamically select cc recipients using personalization by choosing parameters such as Contact > BusinessOwner.
Use case examples:
- Copy account managers to personally follow up with clients so they can increase their marketing/sales campaign success rates.
- Include support teams to provide more efficient (1:1) support and increase customer satisfaction.
- Add key stakeholders to email communications to raise awareness in your enterprise and collaborate effectively.
Note
This feature impacts your journey triggers, insights, analytics, and quota. Learn more: Recommendations concerning feature usage
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See also
Add email carbon copy recipients to real-time journeys (docs)