This ensures your team always has a complete record of conversations — even if emails are sent from personal inboxes.
💡 Overview
Feature | When to Use | What It Does |
BCC | When sending an email to a guest from your own inbox | Logs the message in Event Temple automatically |
Forwarding | When adding existing email threads into Event Temple | Sends a copy into Event Temple for tracking or to reply from within the platform |
Each user has a unique, system-generated BCC email address that cannot be changed and is not connected to your actual email account.
⚠️ Important: Before using either option, confirm your Pipeline and Stage are correctly configured. This determines where new inquiries or bookings will be created.
⚙️ Configure Your BCC & Forwarding Settings
Click Settings
Go to Personal Settings → Email
Under BCC & Forwarding, click Edit
Choose the relevant Pipeline and Stage
Click Save
💡 Tip: Set your default Pipeline and Stage to match where new leads or inquiries should appear. This helps prevent misfiled bookings.
⚠️ Important: Each BCC address is unique per user. If you accidentally use a colleague’s address, your emails will not appear in your account.
✉️ Using BCC
Use BCC when sending an email to a Contact from your own email client and you’d like the message logged in Event Temple automatically.
Steps:
Go to Settings → Personal Settings → Email → BCC & Forwarding
Copy your BCC email address
Add this address in the BCC field of your outgoing email
Send your message
✅ The email will appear under the Contact’s most recent Booking in Event Temple.
⚠️ Important: If no Booking exists for that Contact, Event Temple will automatically create one in your selected Pipeline and Stage.
💡 Best Practice: Use BCC only for guest-facing messages that need to be tracked. Avoid including it on internal or personal emails to keep your system organized.
📤 Using Forwarding
Use Forwarding to add existing email threads into Event Temple — ideal when a guest emails you first or when you’d like to reply from within Event Temple.
You can forward emails in two ways:
Option 1 — Manually Specify the Contact
Copy your BCC & Forwarding email address from Settings
Open the email you wish to forward
Click Forward and add your BCC & Forwarding address to the To field
In the body, remove your signature and add:
#Contact { John Doe <jdoe@example.com> }Send the email
✅ The email will attach directly to that Contact and either link to their most recent Booking or create a new one.
⚠️ Important: Always remove any text or signature above the forwarded message. Event Temple reads only the body of the forwarded content — anything above it will cause the message to fail.
💡 Troubleshooting Tip: If the email doesn’t appear, check that your signature was fully removed and the #Contact line was formatted correctly.
Option 2 — Use the First Email Found in the Body
If the forwarded message already contains the guest’s email address:
Copy your BCC & Forwarding address
Forward the email to that address
Remove any signature or text above the forwarded body
Send the email
💡 Tip: This is the quickest option when forwarding a conversation that already includes the guest’s address.
⚠️ Important: Forwarded emails won’t process correctly if your signature or extra text appears above the email thread. Double-check before sending.
🔧 Troubleshooting Tip: If the email doesn’t show up in Event Temple, resend it after removing formatting, images, or large attachments — these can sometimes interfere with processing.
🧩 How Event Temple Processes Your Emails
When an email is received through BCC or Forwarding:
If the email matches an existing Contact, it’s linked to their latest Booking.
If no Booking exists, a new one is created in the Pipeline and Stage selected in your settings.
The communication appears in the Activity Feed of the related Booking.
⚠️ Important: Event Temple cannot process emails forwarded from mailing lists, shared inboxes, or those without a clear sender address.
💡 Best Practice: Forward individual client emails rather than chains with multiple unrelated recipients. This ensures correct linking and faster processing.
🧭 Troubleshooting Checklist
If your BCC or Forwarding emails aren’t showing up:
✅ Verify you’re using the correct BCC address from your own account
⚙️ Confirm your Pipeline and Stage settings
🧾 Ensure the recipient’s email matches a Contact in Event Temple
✂️ Remove any text, images, or signatures above the forwarded body
📎 If forwarding, keep attachments under 10MB
🕒 Wait a few minutes — longer email chains may take extra time to appear
⚙️ Use Refresh Button in the Mail Tab
If all settings look correct and it still doesn’t work, reach out to Event Temple Support with a sample email.
💬 Best Practices for Success
✅ Use BCC for client communication sent directly from your inbox
🔁 Use Forwarding for inbound emails or historical conversations
✂️ Always remove signatures above forwarded threads
🧩 Double-check the Pipeline & Stage before saving settings
📈 Periodically test your setup to confirm new emails appear where expected
💡 Tip: Encourage your team to review their BCC setup quarterly — especially after role changes or new Pipeline structures.