When using CC or BCC, custom fields (merge tags) only apply to the primary recipient. If you want to personalize messages for multiple recipients, use the Bulk Email Send feature instead.
How to use CC and BCC in emails
Open a conversation and start composing an email
In the Conversations area, open or start a conversation with a contact. Select Email as the communication channel in the message composer.
Locate the CC and BCC fields
In the email composer, look for the CC and BCC fields. They may be visible by default or accessible by clicking a CC/BCC toggle or button near the To field.
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.”
Add BCC recipients
Enter email addresses in the BCC field for any recipients who should receive the email privately. BCC recipients are not visible to the primary recipient or CC recipients. They will receive the email but their address remains confidential.
How replies work with CC and BCC
Replies from CC or BCC recipients
Replies from CC or BCC recipients
If a CC or BCC recipient replies to the email, their reply will come into the same conversation thread as the primary contact’s replies in the platform.
Reply to all behavior
Reply to all behavior
Custom fields with CC and BCC
Custom fields with CC and BCC
Custom fields (merge tags like
{{contact.first_name}}) only populate for the primary recipient. If you need personalized content for multiple recipients, use the Bulk Email Send feature so custom fields work correctly for each individual.Key points
- Mass communication: CC and BCC allow you to include multiple recipients in a single email without sending separate messages.
- Anonymity for recipients: BCC keeps recipient email addresses confidential, respecting privacy.
- Information sharing: CC promotes transparency by keeping all relevant parties informed in a single thread.
- Targeted relevance: Use CC and BCC to ensure only the right people receive each message.
Key benefits
- Recipient privacy: BCC protects the email addresses of private or sensitive recipients.
- Efficient multi-recipient communication: Reach multiple people simultaneously without duplicating effort.
- Transparency: CC keeps all stakeholders informed and creates a culture of open communication.
- Flexible control: Choose exactly who receives each email and whether their inclusion is visible to others.
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