Learn how to use Carbon Copy (CC) and Blind Carbon Copy (BCC) when sending emails from Conversations for collaboration and confidentiality.
CC (Carbon Copy) and BCC (Blind Carbon Copy) give you greater flexibility and control when sending emails through the HoopAI Platform. Use CC to keep relevant parties informed and BCC to include recipients privately without revealing their identities to others.
The Utilizing CC & BCC in Emails lesson in the HoopAI Academy
When you send an email from a Conversation, the CC and BCC fields let you loop in additional recipients without sending a separate message. BCC is especially useful for managers who want visibility into client communications without being visible to the client. CC keeps collaborators in the loop transparently.
When using CC or BCC, custom fields (merge tags) only apply to the primary recipient. If you need personalized content for multiple recipients, use the Bulk Email Send feature instead so custom fields work correctly for each individual.
In the Conversations area, open or start a conversation with a contact. Select Email as the communication channel in the message composer.
Opening a conversation to compose an email with CC or BCC
2
Locate the CC and BCC fields
In the email composer, look for the CC and BCC fields. They are accessible via a CC/BCC toggle or link near the To field. Click to expand them.
The CC and BCC fields in the email message composer
3
Add CC recipients
Enter email addresses in the CC field for anyone who should receive a copy of the email and be visible to all recipients. CC recipients can see each other’s addresses and will receive all replies if someone clicks “Reply All.”
4
Add BCC recipients
Enter email addresses in the BCC field for recipients who should receive the email privately. BCC recipients are not visible to the primary recipient or CC recipients — their address stays confidential.
Use BCC when sending client emails that your manager or business partner needs to monitor without the client seeing their email address.
5
Compose and send
Write your email as normal and click Send. All recipients — To, CC, and BCC — will receive the message.
Sending an email with CC and BCC recipients from the Conversations area
If a CC or BCC recipient replies to the email, their reply comes into the same conversation thread as the primary contact’s replies in the platform.
Reply to all behavior
If a recipient uses “Reply All,” the response goes to all visible recipients (To and CC). BCC recipients are not included in Reply All responses — their confidentiality is maintained.
Custom fields with CC and BCC
Custom fields (merge tags like {{contact.first_name}}) only populate for the primary recipient. For personalized campaigns to multiple recipients, use Bulk Email Send so each contact gets the correctly personalized version.
When to use BCC vs. bulk send
Use CC/BCC for individual conversational emails where you need to loop in a third party. Use Bulk Email Send when you want to reach many contacts with personalized messaging at scale.
