Masking Sender Emails – From Name & Address
Modified on: Fri, 16 Sep, 2022 at 6:28 PM
Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Read to learn more about Workflows.
Covered in this article:
- Which sender email should the leads be getting the emails from?
- How to check if the contacts are assigned or unassigned
- Places you can configure the sender email – Manual email
- Conversation tab
- Places you can configure the sender email – Automated email
- Email template
- Bulk action – Send Email
- Workflow Send Email Action
- Campaign configuration
- Triggers – Send email action
Which sender email should the leads be getting the emails from?
If you are using Mailgun, we will use the company email here if the lead is not assigned:
How to check if the contacts are assigned or unassigned
Search for the contact in the Smart Lists tab
Search Conversations -> Click on the icon on the right to view the Contact Details
Check who is assigned to the contact here:
Places you can configure the sender’s email- Manual email
Conversation tab
The From email will be the user logged in email by default:
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
Bulk action – Send Email
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
Workflow Send Email Action
Click on the + button > Select the “Send Email” option
Enter the From Name and From Email
Campaign configuration
Click Automation -> Campaigns ->Create campaign
Expand Campaign Configuration and you can configure the From address here:
Triggers – Send email action
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