Cvent Beginners

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  • 1.  Managers being CC'ed on Invitation Emails

    Posted 22 days ago

     I pushed out invite emails yesterday since I have it set to manual, and a newer member of the team, Catherine or Cat, forwarded me the system-generated email she received and her old manager had been CC'ed on it. When I was adding people, I found many already in the system, including Cat. so just added them from the Contact List to the Invitation List. I was creating two different events with different invitation lists, Cat is on both lists, but her olf manager is only on one list but not the other; the CC'ed email she forwarded to me was for the one the manager was NOT part of the invitation list. I have looked at what settings and profiles I can, but I cannot see where these people are even associated within the system, so I have no idea how to disassociate them - or stop managers from getting emails if that is a default setting. 

    Where is the connection between these people and how to I disassociate them?

    What setting sends copies of emails to managers?



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    Mindy Riley
    Planner - Kelly Outsoursing
    Johnson & Johnson Services, Inc. (DePuy Synthes Companies)United States
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  • 2.  RE: Managers being CC'ed on Invitation Emails

    Posted 21 days ago
    Edited by Megan Burns 21 days ago

    Hi Mindy,

    Most likely this is happening because of how CC email addresses are stored on the contact record and how your email templates are configured.

    CC Email Address is saved on the contact record and not the event level, meaning that once it is populated for a contact, that CC is part of their profile and available in any event where that contact is used.

    If an event email's Advanced Settings are set to "Send an additional copy of the email each time it is sent" and include CC Email Address, that CC will automatically receive all those emails in every event that uses that template. 

    When you copy an event or reuse an email, the Advanced Settings (including "Send an additional copy…" and which fields it uses) come along for the ride, so it looks like CCs are "automatically" applied in new events, but really you've brought forward that configuration.

    You can remove the CC email addresses by either manually deleting them from each contact record, or doing it in bulk by exporting the contacts you want to change in the Address Book, clear the CC email address column in excel (don't delete the column itself, just clear the values of the CC email address), leave all other fields as they are, and re-import. 



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    Megan Burns
    Customer Success Manager
    Cvent
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