How do I send emails to specific recipients?
Control exactly who receives each email — the customer, the assigned salesperson, a fixed internal address, or any custom field. Combine recipients with semicolons and add conditional fallbacks for reliable delivery.
TL;DR
%lead_email% for customer | %assigned_person_email% for agent | {{custom_field}} for any email field. Separate multiple recipients with semicolons. CC/BCC support the same placeholders and @if logic.
4 things to know
Customer vs. agent
Use %lead_email% to send to the customer. Use %assigned_person_email% to send to the assigned consultant. Never mix them accidentally — always test with a real lead before activating.
Multiple recipients
Separate multiple addresses with semicolons in the "To" field: %lead_email%; %assigned_person_email% or mix static and dynamic: manager@company.com; %assigned_person_email%
Custom email fields
Any campaign field containing an email address works: {{billing_email}}, {{installer_email}}, etc. Use @if for safe fallback: if the custom field is empty, fall back to %lead_email%.
CC and BCC
CC/BCC fields support the same placeholders, static addresses, and @if conditions. Useful for logging, team notifications, or conditionally copying a team lead.
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Recipient examples
Customer with fallback:
@if(%lead_email%){ %lead_email% }@else{ {{alternative_email}} }@endif
Agent with fallback to brand contact:
@if(%assigned_person_email%){ %assigned_person_email% }@else{ %brand_contact_email% }@endif
Custom field with fallback:
@if({{installer_email}}){ {{installer_email}} }@else{ %lead_email% }@endif
CC / BCC examples
Always CC team lead: teamlead@company.com
Conditional CC for commercial leads:
@if(@select[select_customer-type,slug] == commercial){ commercial_team@company.com }@endif
BCC for compliance logging: archive@company.com
If recipients aren't receiving emails
- Check spam protection limits on the template (max sends per lead, per address)
- Verify the conditional sending requirement evaluates to true
- Confirm unsubscribe rules aren't blocking the address
- Use the email sending history to see exact delivery attempts
Common searches
send email to assigned person • %lead_email% • multiple recipients email • CC BCC template • custom email field
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