Masking sender emails

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:

 

  1. Which sender email should the leads be getting the emails from?
  2. How to check if the contacts are assigned or unassigned
  3. Places you can configure the sender email – Manual email
    1. Conversation tab
  4. Places you can configure the sender email – Automated email
    1. Email template
    2. Bulk action – Send Email
    3. Workflow Send Email Action
    4. Campaign configuration
    5. Triggers – Send email action

Which sender email should the leads be getting the emails from?

Cases

Unassigned contacts 

Assigned contacts 

Manual Emails  

Logged in user 

1st priority 

1st priority 

Location Email 

N/A

N/A

Assigned User Email

N/A

N/A

Agency Email

N/A

N/A

Automated Emails

Campaign/workflow setting

1st priority 

1st p

Assigned user Email 

N/A

2nd priority 

Location Email

2nd priority 

3rd priority 

Agency Email 

3rd priority 

4th 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 Mailgun subdomain you set up for the location, or the SMTP integrated email

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

Did you find it helpful? Yes No

 

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