Why are emails bcc'd, and what is a better solution for managing bcc'd emails for legal reasons?
Summary
What email marketers say9Marketer opinions
Email marketer from Reddit suggests using a CRM system with email integration to automatically log and archive email communications. This provides a centralized repository for all email correspondence, making it easier to retrieve and manage records for legal purposes.
Email marketer from Gmass suggests using mail merge for sending personalized emails to multiple recipients, which avoids the privacy and deliverability issues associated with BCC. For archiving, implementing a dedicated email archiving system is recommended.
Email marketer from Email Geeks explains their company bcc's emails for legal compliance reasons. They include a signature block with regional vice president information, and their compliance team needs all communications with that information archived. They bcc all communications as a CYA, regardless of whether the information is included.
Email marketer from StackExchange suggests using a mailing list manager for bulk emails and recommends against using BCC due to deliverability concerns and privacy issues. For archiving, a dedicated email archiving solution is recommended.
Email marketer from EmailOctopus explains that using BCC for sending marketing emails is an outdated and ineffective practice. Instead, it recommends using dedicated email marketing platforms that handle subscription management, personalization, and compliance with regulations like GDPR and CAN-SPAM.
Email marketer from Mailjet responds that some businesses use BCC for legal compliance, especially when sending sensitive information. This ensures a copy is archived without the original recipients' knowledge, serving as a record for potential legal audits or disputes.
Email marketer from Snov.io explains that using BCC can be problematic under GDPR if recipients are not informed their data is being processed or if their consent isn't obtained. Therefore, transparent data handling practices, such as using a CRM or marketing automation tool with consent management, are preferable.
Email marketer from SuperOffice explains that GDPR and similar regulations necessitate obtaining consent before sending marketing emails and providing an unsubscribe option. BCC doesn't facilitate these requirements and can lead to compliance issues, particularly concerning transparency and data subject rights.
Email marketer from Quora explains that emails are bcc'd for various reasons, including privacy (hiding recipients from each other), preventing 'reply all' storms, and sending mass emails without revealing the entire list. Bcc'ing ensures recipients only see their own address.
What the experts say3Expert opinions
Expert from Email Geeks suggests setting up a dedicated machine, like bcc.domain.com, to handle the bcc'd emails. This ensures only the company sees the emails, resolving potential storage and access issues. Recommends restricting the MX to only accept connections from outgoing IPs for security.
Expert from Spamresource.com suggests using a dedicated email service provider (ESP) or CRM with proper consent management for marketing communications, instead of BCC. These platforms offer features that ensure compliance with data privacy regulations, such as GDPR and CAN-SPAM.
Expert from Word to the Wise explains that BCC usage can lead to security issues if the recipient's email system is compromised. It is also problematic because the recipient does not know that they have been bcc'd which is bad practice. Recommends dedicated archiving solutions for legal needs, such as setting up a separate mailbox or using a third-party service.
What the documentation says6Technical articles
Documentation from Barracuda responds by detailing how email archiving solutions help businesses meet regulatory requirements, such as HIPAA, SOX, and GDPR, by securely storing and managing email communications. It emphasizes features like encryption, access controls, and audit logs.
Documentation from RFC 5322 explains that the 'Bcc' field contains addresses of recipients whose identities are not to be revealed to other recipients of the message. During delivery, the 'Bcc' field is removed from the message, ensuring those recipients are not disclosed.
Documentation from Microsoft explains that transport rules can be configured in Exchange to automatically BCC messages based on specified conditions. This can be used for archiving purposes, ensuring certain communications are recorded for legal or compliance needs without manual intervention.
Documentation from Proofpoint explains the benefits of using an email archiving solution for long-term storage and compliance. It highlights features like eDiscovery, legal hold, and advanced search that simplify managing archived emails for legal and regulatory purposes.
Documentation from Varonis explains that email archiving solutions can automatically capture and retain email communications for regulatory compliance, legal discovery, and internal governance. These solutions provide secure storage, advanced search capabilities, and audit trails.
Documentation from Google explains that Google Workspace offers data retention policies that can automatically archive and retain email communications for legal and compliance purposes. This eliminates the need for manual BCC'ing for archiving.