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Sending bulk e-mails to two entity types

edited Dec 6, 2019 2:38PM in General 4 comments

Hello all,

The Problem:  I have a need to copy our Customer Service team (Employees) when I send out a bulk e-mail to our Customers and/or Partners. 

The quick fix for this was to put our Customer Service e-mail into Setup -> Company -> Fax, Printing, and E-Mail Preferences -> E-Mail tab -> Global BCC List.  Unfortunately, that sends a copy of EVERY email from a merge.  So my CS team was getting several hundred copies of every bulk e-mail I sent.  Not good.:eek:

So, I created an Entity search that got our Partners/Customers and also our CS team.  I figured I'd just create a dynamic group with that list and merge bulk e-mails into that.  *WRONG!!*  Seems that you can only make groups with a single entity type; no matter what.

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