This feature is included with White Label Email Sending (WLES).
Don't have WLES? Upgrade to Grow to get started! Join a demo to learn more
Configure under Account -> Site Settings
Scroll down below your "White Label Domain" to find the field
-
BCC for All Sent Messages (comma separated list of emails)
Enter the email (or a comma separated list of emails) that should receive a copy of every email we send to people on trips.
This does NOT include messages sent to Planners, like Affiliate invitations, Co-Planner invitations, Task Completion alerts, etc.
Why do I need this feature?
Integrating your CRM with our platform using the BCC feature offers more than just convenience—it delivers strategic value across your team and operations:
-
Centralized Communication Records Every message sent from YouLi can be captured in your CRM, allowing for a complete and unified communication history with each client.
-
Accurate Reporting & Sentiment Analysis With all messages stored in your CRM, you can generate the right reports, analyze client sentiment, and extract insights—even from conversations that began in YouLi.
-
Seamless Reply Management Replies to those messages are handled directly within your CRM, keeping your workflow streamlined and your team focused
-
Actionable Insights for Growth Capturing and analyzing communication data helps improve training, refine workflows, and elevate team performance over time.
Troubleshooting
Not seeing the option?
You probably don't have White Label Email Sending (WLES) configured. If it is included in your plan, then open a support request.
If it is not on your plan, upgrade to activate WLES. This can take 1-2 weeks to configure.