
Why this matters
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.
How to use CC and BCC in emails
Open a conversation and start 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 are accessible via a CC/BCC toggle or link near the To field. Click to expand them.

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 recipients who should receive the email privately. BCC recipients are not visible to the primary recipient or CC recipients — their address stays 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 comes 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. 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
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.
Key benefits
Recipient privacy
Recipient privacy
BCC protects the email addresses of private or sensitive recipients.
Efficient multi-recipient communication
Efficient multi-recipient communication
Reach multiple people simultaneously without duplicating effort.
Transparency
Transparency
CC keeps all stakeholders informed and creates a culture of open communication.
Flexible control
Flexible control
Choose exactly who receives each email and whether their inclusion is visible to others.
