Archival of Emails Sent For Compliance Purposes

Question

I'm seeking input on how to best capture each email sent to individual recipients. I work in the financial services industry where we're required to retain any correspondence sent out to our membership. We were looking at adding a BCC field to each email program, but this is going to create a massive influx of emails to store. Does anyone have ideas, input, product suggestions? Thank you!

SanfordWhiteman · Accepted Answer

Using Marketo's CC feature is too manual for compliance purposes — it's impossible to make it mandatory.

What you want to do is enable — via Marketo Support — the universal BCC feature and then process all the incoming emails into your archive (Global Relay et al.).

n.b. There will be one BCC'd email for every outbound email + recipient, naturally, since the content may be different.

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