Feature Request: Set the applicable sales owner as CC for a Journey Email
This is a fairly urgent need for us (details as to why below). If anyone can figure out a workaround we’d be much interested in that.
Background:
We use a Journey to manage our online training learners. Not all contacts are given training but for the ones that are, we use a Journey to manage the flow. The flow works as follows:
- In the CRM a sales owner sets the training program (Sales or Technical) and the start date
- A journey sends a welcome email to the user at the start date
- CC the Sales Owner of Contact
- The journey sends a sequence of other emails as the student makes progress
- On these emails, just the contact is the recipient
- A Certification email is sent when the contact completes the training
- CC the Sales Owner of the Contact on this email
We want to copy the sales owner for the the welcome email and other emails as noted above. We have many different sales owners to the CC should be defined as “Sales Owner” and at the time the email is sent the proper sales owner is identitied and inserted into the CC list.
Why we need this:
Having sales owner cc’ed allows visibility into when training has started and when certification has been awarded. This allows sales person to stay informed of their contacts progress.
But most importantly... we find that often the email goes to junk or gets missed. In the welcome email is important registration information. If a contact does not get that email, then we have to go thru a difficult process to retrieve the registration information. This process involves going to the training manager. It will be much easier if the sales person has the registration information to forward to the contact.
