This post applies to Realtime Marketing. The feature is available from release 1.93.2021.0 (April 2023), which should already be available to you. If not, you can manually update your Marketing installation by going to Settings > Versions.
This feature creates the possibility for marketeers to include stakeholders when sending a marketing email. This will result in awareness of which marketing communication is being sent towards customers. For example: an account manager could benefit from knowing which communication has been sent to the (potential) customer before going into a customer visit.
Before going into the details, it is important to know that Microsoft shares a few notes within their documentation regarding this feature:
- Added CC recipients will send an exact copy of the sent email(s) to the primary contact
- Interactions from CC recipients (opens, clicks, unsubscribes) will be counted as interactions and can impact insights and analytics
- Unsubscribes from the CC recipient will result in unsubscribing the primary contact (i.e. an account manager receives a carbon copy of an email towards John Smith. If the account manager unsubscribes by clicking the unsubscribe button in the email, John Smith will be unsubscribed from future marketing emails)
- CC recipient interactions will trigger other steps in the journey when conditions are added (i.e. ‘On clicking a link’ or ‘On opening an email’)
- CC recipients will be counted towards quota limits (both contact and interactions)
The feature is disabled out of the box. To enable the feature, follow the steps below:
- Switch to the ‘Settings’ area and select ‘Feature switches’.
- Enable the feature ‘CC recipient for emails’

Now that the feature is turned on, create the emails which you want to use in the journey. After creating the emails, create a journey (this can be either a trigger-based or a segment-based journey).
- Within the journey designer, click on the + button to add an email action.

- Select the email action in the journey designer, select an email and below you will see the option to include carbon copy recipients.

From this menu, you can select an email address field from the lead or contact record itself, or related entities (N:1), such as the owning user.
In this case, we want to send a carbon copy to the owner of the contact record which, for example, could be the account manager. By selecting the ‘Owning User’ in the dropdown menu, followed by selecting the ‘Primary Email’, the account manager of the contact will receive a carbon copy of the marketing email.
A total of five recipients can be selected. If an email address field on a selected recipient is empty, it will simply be ignored.
That’s it! Please let me know if you have any comments or feedback regarding this post!
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