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:

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

Email template

Click Email Marketing -> Email Builder -> Create Email

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

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Bulk action - Send Email

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

Add the From Name and From Email

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Workflow settings

Click Automation -> Workflows -> Create Workflow

Select Start from scratch and click Create new workflow:

Click Settings -> Configure Sender Address

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Workflow Send Email Action

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

Enter the From Name and From Email