CC field for Communication Triggers

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Kwan Choo, Sim

May 03, 2016 10:35

As a training provider, I would like to include all communications sent to the student to the HR representative of the company they belong to, and to our sales person/opportunity owner for their records.  Having a CC field for the communication triggers would allow the insertion of a few other recipients for each communication.

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  Heather Bayfield August 07, 2017 08:09

  Thanks everyone, it's useful to see there's a lot of interest in this one. While it's not specifically on the roadmap at the moment, I'll see how it looks size-wise in case we can slot it in somewhere.

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  Holness, Tom May 31, 2016 07:45

  Yes - this feature was available in the old system and we used it all the time, and would like it returned to the new system.

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  Almond, Paul May 31, 2016 07:59

  Whilst the new events system has the option to send communications to the booking contact I also believe the option to default this within the communication trigger is ideal in addition to the above suggestion.

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  Harkin, Neil August 08, 2016 12:48

  Me to

  We do primarily B2B work so there's usually a booker in the mix who either wants all comms to go via them or to be cc'd on messages to their staff.

  Can we please get this added in again?

  Thanks

  Neil

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  Kwan Choo, Sim August 09, 2016 02:52

  Thanks for supporting on this feature. At the moment there is totally no way to keep a 3rd party in the loop for all email communication within training provider and the student. Most of the time we need keep their manager, partner or HR in the loop for training related matters. 

  Currently what my organization does is resend email from Event -> Students -> Communications. However this is not good idea because this will remove / overwrite status of email sent to 1st receiver.

  Thanks.

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  Holness, Tom August 09, 2016 09:22

  Doing that also means attachments won't be sent to the second person you send it to (there's another thread about changing this so attachments from templates are including when resending emails) so it's not a usable workaround for us.

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  Kwan Choo, Sim August 09, 2016 09:25

  Hi Tom,

  Do you mind sharing the link to the topic about putting in attachment that you mentioned on previous reply?

  Thank you.

  Regards,

  SIM

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  Holness, Tom August 09, 2016 09:32

  Hi Sim

  https://administrate.zendesk.com/entries/99740868-New-Event-Emails-Include-Attachments-from-Template-and-Editor

  is the thread regarding this.

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  Kwan Choo, Sim August 10, 2016 02:19

  Thanks Tom.

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  Helen Gallon October 07, 2016 09:02

  We also have a need for a cc function in the Triggers.   We send a short questionnaire to attendees, asking about their background and experience of topic, about their most/least important topics in the seminar.   We used to cc to instructor and ask them to reply to all.  Now we can't cc so we have to forward each and every response to the instructors.  A cc would be the simple solution, so hopefully that functionality is added soon.

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  Linda Halliday October 10, 2016 20:24

  Essential for us

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  Kwan Choo, Sim March 23, 2017 09:28

  Any updated or is this "cc" feature in the development pipeline?

  Thanks.

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  Holmes, Neil December 11, 2017 11:03

  A CC and a BCC would be ideal.  The reason for the BCC is that I send an email to all of our Brokers to advertise on their websites and I do not want each broker to see the other brokers that I am using.

   

  Also when I email our candidates, I currently BCC our learner support email using an event email to ensure that I receive a copy as it is an email group and therefore CRM cannot track it).

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  Heather Bayfield July 02, 2018 10:07

  Hi everyone, thanks for suggesting this. We recently implemented the ability to add a Contact to cc into Student Emails (just go to Edit Student on an Event). I'll mark this as completed, but if there's any additional functionality you feel is needed here, please open a new forum post so we can more easily track it.

  Thanks again, and hope you enjoy this feature!

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  Kwan Choo, Sim July 03, 2018 04:04

  Hi Administrate,

   

  Thank you for implementing the CC feature.

  Currently there are 2 CC fields, 1 in Edit Student, another CC field is in communication templates within Event -> Student -> Communication tab -> in email template.

  My question is what is the different between the 2 CC field?

   

  Thanks,

  SIM

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