When creating a message within an automation, you may want to include other stakeholders that are relevant in this part of the Employee journey, but are not directly responsible for the Employee or their Manager. By creating a Custom Email Recipient you can include other team members within the organization like HRBPs, the IT Team, or an individual member of the People team. This can be done by sending a specific message directly within the Automation or by adding that email address as a Cc recipient.
To create a Custom Email Recipients:
Log into Pyn.
Go to Settings, then Custom Email Recipients, and click Add.
Type the Name and Email address of the new Custom Email Recipient alias, then click the Add option.
Adding a Cc in an Automation:
Navigate to your Automations and select a message.
Above the image, select the delivery to be an Email from your preferred Sender, choose the Recipient, and apply any Filters needed.
The last option will be a Cc, clicking on this will surface a dropdown menu with the Employee Manager and all custom Custom Email Recipients.
⚠️ Only Owners and Admins will be able to select an Alias from this list.
FAQ
Q: Am I able to delete an Custom Email Recipient Alias?
A: Yes. To delete an alias, simply navigate back to Settings, then Custom Email Recipients, and click on the ... menu to delete the alias.
Q: Will I have to remove the Custom Email Recipient from Automation messages?
A: No. When an Custom Email Recipient alias is deleted it will also be removed from any messages that it is listed as a Recipient or is Cc’ed on.
Q: Am I able to have more than one Custom Email Recipient selected on a message?
A: Yes, you’ll be able to select more than one Custom Email Recipient. We do advise being mindful of how many recipients are being added to prevent overwhelm.
Q: Can I create an Custom Email Recipient for someone outside of our organization?
A: Yes, you’ll be able to create an Custom Email Recipient for someone outside of your organization. This will not give them access to Pyn.