Options other than CC/BCC Feature in Marketo | Community
Skip to main content
A
ashah123
Level 4
August 5, 2025
Solved

Options other than CC/BCC Feature in Marketo

  • August 5, 2025
  • 1 reply
  • 1464 views

Hi Team ,

 

Currently, we send out two types of marketing emails:

  1. Standard Marketing Emails: These are sent from our company name as the sender.

  2. Sales Representative Emails: These appear to be sent on behalf of the sales representative.

Recently, our sales team requested that any emails sent on their behalf should include them in either the CC or BCC fields. This way, they can stay informed about what emails their customers receive, allowing them to have a clear understanding of the communication if a customer reaches out.

  • We recently tested the CC feature in Marketo. While we did receive a copy of the email with the representative marked in CC, we found the user experience lacking. The customer can see the CC'd email addresses, which the sales team prefers to avoid.

  • We also consulted support regarding the BCC option. They informed us that once enabled, it would apply to all emails and programs sent out from Marketo, which is not desirable for us. Therefore, this option is also not helpful.

 

We would like to explore options beyond the CC/BCC feature for building a trigger or workflow that notifies the sales team on the same day or weekly about the following information from the past seven days:

  • Emails sent to their customers

  • Subject lines of those emails

  • A copy of the email attached in the notification sent to the sales team, along with a list of recipients

Previously, we utilized a workflow in Adobe Campaign that allowed us to attach a list and a copy of the email for this purpose. We are uncertain whether Marketo offers a similar feature. If it does not, we would appreciate any options or suggestions you may have to ensure that the sales team receives these details whenever an email is sent on their behalf to their customers.

 

I look forward to your suggestions and feedback! 🙂

 

Regards,

Akshat

Best answer by Michael_Florin-2

Hi Akshat,

 

the default way to inform sales people of emails being sent, is the Alert feature. The moment you send an email to your customer, you can also trigger an alert to the same person you used for the From-Email or signature of that email.

 

https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/smart-campaigns/flow-actions/send-alert

 

Additionally, you can make use of the Send Alert Token, so you don't even have to create a dedicated alert email: https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/email-marketing/general/using-tokens/use-the-send-alert-info-token

 

---

 

What you describe in your second paragraph with regards to reporting is pretty different though. Here you have to dig into reporting or Smart List subscriptions. "A copy of the email attached in the notification sent to the sales team, along with a list of recipients" will not be possible with Marketo though. Stuff like that is usually handled via Salesforce/Dynamics campaigns memberships where the copy of the email could be attached to the campaign.

1 reply

Michael_Florin-2
Michael_Florin-2Accepted solution
Level 10
August 5, 2025

Hi Akshat,

 

the default way to inform sales people of emails being sent, is the Alert feature. The moment you send an email to your customer, you can also trigger an alert to the same person you used for the From-Email or signature of that email.

 

https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/smart-campaigns/flow-actions/send-alert

 

Additionally, you can make use of the Send Alert Token, so you don't even have to create a dedicated alert email: https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/email-marketing/general/using-tokens/use-the-send-alert-info-token

 

---

 

What you describe in your second paragraph with regards to reporting is pretty different though. Here you have to dig into reporting or Smart List subscriptions. "A copy of the email attached in the notification sent to the sales team, along with a list of recipients" will not be possible with Marketo though. Stuff like that is usually handled via Salesforce/Dynamics campaigns memberships where the copy of the email could be attached to the campaign.

SanfordWhiteman
SanfordWhiteman
Level 10
August 5, 2025

As Michael mentions, the most appropriate way to send a copy to sales is Send Alert.

Regarding the CC feature, there's something else you likely didn't realize: clicks and subsequent web activities will be associated with the person (i.e. lead) that was sent the email – for the CC'd copy as well! This makes it completely wrong for CC'ing sales.

I wouldn't be so quick to dismiss the auto-BCC feature, though – in the sense that you can adapt that method to auto-CC relevant people. To do this, you need a quite adept IT team. But they can set up a server that gets the BCCs and filters down to only those you're interested in (say, by including the campaign name in a <meta> tag). Then only those emails can be forwarded to sales owners.

As Michael also notes the other setup you're describing is not possible natively with Marketo, and indeed would be very difficult to do even with the Marketo API and very good developers. It's pretty much impossible.

A
ashah123Author
Level 4
August 7, 2025

@michael_florin-2 @sanfordwhiteman 

Thank you for your response! Your insights are truly helpful!

I have tested the send alert feature and have a couple of questions:

  1. Regarding the send alert option that I tested, I used the "to other email" feature and included my email address. I successfully received the email. Can this option be utilized whenever necessary, and can we include multiple email addresses as well?

2. I have another question regarding the "send to" option located above. Currently, it provides three choices: none, sales owner, and account owner. Is it possible to add an additional field for the marketing owner email? The existing fields are not utilized by us, and they do not reflect the sales representative's email, making them impractical for our needs.

 

 

3. Additionally, you mentioned the use of the send alert token. What distinguishes this from the options mentioned above? I came across a tip in the documentation that left me a bit confused. Are we required to create a new workflow specifically for the send alert token, or can it be incorporated into the send email flow step?

Tip - This token only works as intended when sending the email containing it with the Send Alert flow step. It will not work when used in a Send Email flow step.

4. @sanfordwhiteman Regarding your recommendation for the BCC feature, are you suggesting that we need to create a meta tag to identify where this feature should be applied and share this with the IT team so they can ignore the remaining emails and only limit those that include the specified meta tag.

 

Thank you for confirming that attachments are not supported in Marketo; this clears up many of my questions regarding how to have an attachment.

I look forward to your response regarding the four questions mentioned above, as well as your recommendations, so I can move forward accordingly.

 

Thankyou once again 🙂

Regards,

Akshat

Terms & ConditionsAccessibility statement

Loading footer...