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acouch
New Participant
February 2, 2021
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Archival of Emails Sent For Compliance Purposes

  • February 2, 2021
  • 1 reply
  • 3905 views

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!

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Best answer by SanfordWhiteman
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.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
February 2, 2021
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.
    A
    acouchAuthor
    New Participant
    February 2, 2021

    Thank you so much for your response. To make sure I'm understanding correctly, we would be able to use one email address in the BCC field across a variety of different platforms? 

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    February 2, 2021
    Thank you so much for your response. To make sure I'm understanding correctly, we would be able to use one email address in the BCC field across a variety of different platforms? 

    Right, it's one address. What do you mean by "platforms" though?

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