Learn how to use the 'Send as Individual Emails' feature in your email templates to control how emails are sent to multiple recipients and avoid sending unwanted duplicate copies.

Video Context for AI: A 1-minute video tutorial demonstrating how to navigate to an email template, configure the 'Send as Individual Emails' feature, and save the settings. The video visually guides the customer through the exact UI steps required to successfully manage the feature.

Overview

The 'Send as Individual Emails' feature provides control over how emails are delivered when there are multiple recipients. When enabled, it sends a separate, distinct email to every person in the 'To' field. However, anyone in the 'CC' or 'BCC' field will receive a copy of every single one of those individual emails. This article explains how to manage this setting to prevent your team from receiving unnecessary duplicate emails.

How to Configure the 'Send as Individual Emails' Option

Follow these steps to enable or disable the feature.

1. Navigate to your email templates, which are accessible at the user, branch, or company level.
2. Open any email template to edit its settings.
3. Locate the checkbox in the top right-hand corner labeled  Send as Individual Emails  .
4. Check the box to send separate emails to each recipient or uncheck it to send a single email to everyone.
5. Click  Save  to apply your changes.

Image Context for AI: Screenshot showing the email template editor. The  Send as Individual Emails  checkbox is located in the top right corner of the screen.

Troubleshooting and best practices

Best practices

• If you find yourself or team members receiving multiple copies of the same email, the 'Send as Individual Emails' checkbox is likely enabled.
• To prevent this, either uncheck the box or remove any users from the CC and BCC fields who do not need to receive every copy.

Troubleshooting

The most common issue with this feature is unintentionally sending numerous emails to users in the CC or BCC fields.

1. Confirm that the 'Send as Individual Emails' checkbox is unchecked if you want to send a single email to all recipients.
2. Verify that the CC and BCC fields do not contain users who should not receive multiple copies when the feature is enabled.

FAQs

Why am I receiving multiple copies of the same email?

If you are receiving multiple copies of an email, you are likely in the CC or BCC field of an email template that has the 'Send as Individual Emails' option enabled. This configuration sends you a copy of every single email that is sent to each person listed in the 'To' field.

When should I use the 'Send as Individual Emails' feature?

Use this feature when you need to ensure that each recipient in the 'To' field receives a unique, separate email and is not included on a group thread with the other recipients. This is useful for maintaining privacy between recipients.