Masking Sender Emails From Name and Address

Masking Sender Emails - From Name and Address

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 [e-mail] depending on the subdomain you set up for the location, or the SMTP integrated email

Places you can configure the sender's email: Manual email

Conversation tab

The From email will be the user-logged-in email by default:

https://lh5.googleusercontent.com/7ezE1arcaRxKmgoxA3XEdNzNCd8wu3v2z-KSqgOT1jbW0fqEp4oCReHW0SJv-y8F03OcgkrdOZr4bxf2YeFcJW52drSG1gLzQgzJvxAybaDBQT4HbdXskc4vo2aNQLwXpMWboAenUBJsctoQZjy2DcAlh5.googleusercontent.com

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Places you can configure the sender's email: Automated email

Email template

Click Email Marketing -> Email Builder -> Create Email

https://lh6.googleusercontent.com/nuzHlOg2lSJXRNhEMoIWJ47an8YpcCzpKFb_XBFi437GLk6H0_c37XweSW0kOAkqD4I46LDwbornNipXiYShXKImH5AgQvEDdljPRpK5yjR_lzeZf5gW_o0p5V1T88oaPfeNMSU-JCtnEuEdu3I0JlYlh6.googleusercontent.com

Once you created the email template, click Settings on top ->Configure the From name/address here

https://lh4.googleusercontent.com/vXCwZIjl_62Vh76_RmxI-b2WuyDMukD_xrwPykErDvgk4iy4ytaMXQsVxB9TPATHtnv56HY5NkQqs_v-fK-ZiaH_bq1aRBLWjCrZN30oWtT6-0v_YOFaItF9dV7bGXUf7CPeFEiC5MLHqsT9bMegQ74lh4.googleusercontent.com

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Bulk action - Send Email

Click Contacts ->Smart Lists -> Select Contacts -> Click Send Email

https://lh6.googleusercontent.com/7cJlnJAPv16p1_lG7pp8q6UNAXkMY44wqd-Yi545jLiMA7f6jcSeiLsFjqvYSW83YpgM5rUb3z3tOJOR_TVaN-65HK-1YwJHIA_ufd1QXDQVEyVmzcKUz21koV0mnBvgtCnIJ6z7A1GHW9iB35yG4molh6.googleusercontent.com

Add the From Name and From Email

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Workflow settings

Click Automation -> Workflows -> Create Workflow

https://lh6.googleusercontent.com/MeqIqOXcxoEsSBaiW1oJE4XL9fTBA1OCQTG-d30bcAFt4ZsfTlHgRm8z_CSgTQb-w_A56qNWLteJGoqBiO2IdUheXMswhxKDiLGRQCDx_cA7dvfV47VyY9DhX3aN0uE-gjrAxVcmD6rNmfOBH_wV-Dolh6.googleusercontent.com

Select Start from scratch and click Create new workflow:

https://lh4.googleusercontent.com/l_VIY7jWL8QeD-ORVU-rx-4w7z90FKmCtS2i_m_UBlzFArSjWfuA-5j5Gbp_epkkwx1yYVJeDX9rjMmIbruL77j6w9SjgRgrLEO9ufU4r-cwDhbfvPOQP6R5TJxC6L64VgJGCMhxsVcTiYiV1cfOmYglh4.googleusercontent.com

Click Settings -> Configure Sender Address

https://lh5.googleusercontent.com/DjRoQcshsolQ2-zeV-RWytWpVe_Ar1c24vZs9dO_ZAtkossp2XZwPJNn6k7oROLvALrIwF1EfWKabvUAcrIwTWYJwxh_wabcN4nsXVQivTJNfU3myCwVeFpHmzzZZ4cNFl70maeZHOaaEkuQZ_Unz6Alh5.googleusercontent.com

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Workflow Send Email Action

Click on the + button > Select the "Send Email" option

https://lh3.googleusercontent.com/cfiTlh1FzHlXuhvUwKuYW0J8E48KAYbic2Zj1urPiPozCC3-4oALRbhOW3xjOdYmkR-NRpXCuCK_2xwUwTzw7zlhpewDSoh90F5YOIDzEV5AfwEgh1QeufR4qFTJYKUML0PAgdw6d90xY3Amvfz9TnUlh3.googleusercontent.com

Enter the From Name and From Email

https://lh3.googleusercontent.com/YsraAHakOEc9xCHaTF1RX-RZH_teSvA0FHQS6vVdiIvOhrA4f20z9SRhN86AQFQrryBKtH1m_CkPK5J1Qs-yK8lo5NKJUPDhPuPy5oFomGmhaHXAVgfmpEVxbNWOtNLNoUfjitlBvhG7aMgdeulN4A4lh3.googleusercontent.com