Masking Sender Emails From Name and Address
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Last updated
Last updated
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.
| Cases | Unassigned Contact | Assigned Contact | |
|---|---|---|---|
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