Every now and again I see questions pop up when someone needs to use Keap to send an email and CC (or BCC) someone else.
There are plenty of use cases where you might want this type of functionality – most commonly introducing two peoeple, connecting someone to their account manager, or looping in a third-party.
And while the Keap email builder doesn’t have a native option to CC someone else, there are a few ways to do this.
Can Keap automatically send an email and CC (or BCC) someone?
With a little creativity, the answer is “Yes”.
This video demonstrates two methods – one native option for Max Classic users, and an option for all Keap users through Zapier.
So to recap – it is possible.
Method One:
If you have access to the legacy templates section, you can set up a template that includes a CC or BCC, and then trigger that email with an Action Set.
This route is totally native.
Method Two:
Or, you can use an HTTP post to trigger a zap – and send the email through another service that way.
This option does require a paid subscription to Zapier.
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But either way, hopefully you’ve got an option to have Keap automatically send your CC or BCC email.
Feel free to share any other methods you’ve used for tackling this scenario in the comments below.
Great video, but, how would you set up a cc for someone’s assistant to receive the same email address?
Hey Todd – thanks for reading/watching. So, if the person you want to CC is their assistant, then you’d have to have that email stored in another field (or on a Linked Contact record). So, to CC them you’d want to use the merge field for wherever that second email is being stored.
But I think you could adapt either method (zapier, or action set) to accommodate this.
Great video Greg! I was using the legacy feature internally but the zap is SOOOOO much easier!
Pretty smooth, right? Thanks for checking out this post Richard.
Thank you for this video! I didn’t even think of looking at the legacy tools to make this work.
A simple question – do you know what the separator value is for adding multiple CC emails? Comma, semi-colon? I can’t find any documentation for this simple action! OR is it not possible?
Hey James, I just did a test and comma works as the separator. Thanks for the question!