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Troubleshooting Workflow Email Delivery Issues with Multiple Recipients (CRM)

Symptom/Error

You may experience these symptoms:

  • Workflow emails work for internal recipients (you receive CC copies)

  • External recipients (referral sources) report that they never received the workflow email

  • No error messages appear in the Dazos workflow system

  • The workflow shows as triggered and functioning correctly

Cause

This issue typically occurs due to incorrect email field configuration in the workflow. The 'To' field can only handle one main recipient at a time. When multiple email addresses are entered in the 'To' field, or when email addresses in the CC field are not properly separated by commas, delivery failures can occur for external recipients.

Solution

Step 1: Check the 'To' Field Configuration

Navigate to your workflow email settings and verify that only one main recipient is configured in the 'To' field.

⚠️ Important: The 'To' field can only accept one primary recipient at a time.

Step 2: Move Additional Recipients to CC Field

If you need multiple recipients to receive the workflow email:

  1. Remove any additional email addresses from the 'To' field

  2. Move those additional email addresses to the CC field

  3. Ensure the 'To' field contains only the primary recipient

Step 3: Verify CC Field Formatting

Ensure email addresses in the CC field are properly formatted:

Step 4: Test the Workflow

After making the configuration changes:

  1. Save your workflow settings

  2. Trigger a test workflow to verify emails are delivered to all recipients

  3. Confirm with external recipients that they received the email

Expected Result

After implementing the solution, you should see:

  • Workflow emails were successfully delivered to both internal and external recipients

  • External referral sources confirming receipt of workflow emails

  • Consistent email delivery for all configured recipients

When to Contact Support

Contact Dazos Support if:

  • Email delivery issues persist after correcting the 'To' and CC field configurations

  • You need assistance with complex workflow email setups involving multiple recipients

  • Multiple workflows are affected by similar delivery issues

  • You require help with custom email sender configurations

Related Resources

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