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Enable BCC on testimonial invitation email

Feature RequestForms

When sending an invitation email, have a BCC field so that a copy of it can be sent to a CRM. This should also be available when automating the sending using Zapier.

Posted by Benjamin ·
Status: Discussing6 comments

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Comments6

  • Igor Butnaru

    •

    Apr 25

    Hey @Benjamin , hope the offline chat with Olly was helpful!

    The BCC idea is a broader one that could benefit other CRM users too, so keeping this open for discussion.

    Igor - Senja Support 💟

  • Olly Meakings

    Team•

    Mar 4, 2024

    @Benjamin I am trying to understand what you're trying to achieve here? Would the BCC mean you would see the request inside the CRM? What CRM is it?

    • Benjamin

      •

      Mar 4, 2024

      The goal for me with this is so that when I send invitation emails (or have an automation that sends them), they also get sent to our CRM and a record of it goes on the Contact object for the particular person. This is so my colleagues can see that a contact they look up has been asked to submit a testimonial. We use Hubspot for our CRM.

      • Olly Meakings

        Team•

        Mar 4, 2024

        Thanks. What if we pushed the value to Hubspot for you using the API? It might be something we can explore.

        Also how many people on your team are sharing testimonials?

        • Benjamin

          •

          Mar 4, 2024

          I'd be very open to a more detailed Hubspot integration, where it creates and then populates a few fields (Invited? Testimonial, etc.). I just thought the BCC aspect would be simpler!

          What do you mean by how many people are sharing testimonials? As in, how many would use the info in Hubspot if it were there?

          • Olly Meakings

            Team•

            Mar 4, 2024

            Yes, let me email you about this so it's private @Benjamin