CC'ing Connections

[will.good]

Hi,

Hoping I am having a bit of a dumb moment.

But is it possible to email a customer using a node in the workflow and also CC a connection type?

I can't seem to work out how to do this currently

[Steve Giller]

Yes, but why not just email the customer with an Email Customer node and then email the connection(s) with an Email Connection node using the same template?

Alternatively, email the Connections and cc the Customer as you more readily have the Customer's email address as a variable.

[will.good]

15 hours ago, Steve Giller said:

Yes, but why not just email the customer with an Email Customer node and then email the connection(s) with an Email Connection node using the same template?

Alternatively, email the Connections and cc the Customer as you more readily have the Customer's email address as a variable.

This is for our New Starter process where we are sending out contracts / links to onboarding so we'd like to send to the new employee and cc their manager and HR Partner as a go to

 

Both potential suggestions are a bit messy - the customer needs to be the recipient of the email with the relevant connections cc'd for support.

[Steve Giller]

Then you'd need a comma-separated list of connections' emails to put in the CC field which is not going to be available to the workflow automations. If the manager and HR Partner are stored against the customer record or selected in the Capture you can use a Get User Details node for each of them and store the emails for later use.

The other alternative is to have a template for use in the email action (which has a button to add connections or a specific connection type if required) and send the email manually as required.