Re: BCC of emails

Anonymous
Not applicable

BCC of emails

Hi,

We have a requirement for some of our regular emails (triggered and monthly) to be BCC'd to the financial adviser responsible for that customer.   Along with this, some financial advisers will opt out of receiving these BCCs (this data will be collected in SalesForce).  Any ideas on how to achieve this?

Thanks

Kate

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Anonymous
Not applicable

Re: BCC of emails

Kate,

There is no option for BCC emails in Marketo. See this thread for some potential workarounds: 

http://community.marketo.com/MarketoDiscussionDetail?id=90650000000PQgDAAW
Anonymous
Not applicable

Re: BCC of emails

Thanks Jason,

With the sales alert, will each adviser get the email with the personal details (i.e tokens) relevant to their customer or will the sales alert be the template of the email?
Anonymous
Not applicable

Re: BCC of emails

Kate,

Traditionally, an Alert will provide information about individual leads to the Lead Owner. So if you wanted to let an adviser know every time one of their leads/contacts fills out a form or clicks a link in an email, an alert would be the best way.

As far as letting the adviser know which emails a lead has received...if you have Marketo Sales Insight installed, he/she can view the Email tab to see the complete history of emails sent to that lead. However, if you are doing a big batch send with a lot of potential follow up, we send a "prelaunch" email to all lead owners letting them know what will be sent.

Hope this helps!