Masking Sender Emails From Name and Address
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In this article we will go over the different options to customize your sending email address and from name.
Here’s a table on how it is masked in normal situations.
Manual Emails
Logged in user email
1st priority
1st priority
Location Email
N/A
N/A
Assigned User Email
N/A
N/A
Automated Emails
Campaign/workflow settings
1st priority
1st priority
Assigned User Email
N/A
2nd priority
Location Email
2nd priority
3rd priority
Review Request Emails
We will always use the Logged in user email as the sender email
Appointment request emails(calendar settings->3. Confirmation)
We will use do-not-reply@replies.domain.com depending on the subdomain you set up for the location, or the SMTP integrated email
The From email will be the user-logged-in email by default:
Click Email Marketing -> Email Builder -> Create Email
Once you created the email template, click Settings on top ->Configure the From name/address here
Click Contacts ->Smart Lists -> Select Contacts -> Click Send Email
Add the From Name and From Email
Workflow settings
Click Automation -> Workflows -> Create Workflow
Select Start from scratch and click Create new workflow:
Click Settings -> Configure Sender Address
Click on the + button > Select the "Send Email" option
Enter the From Name and From Email