In this article we will go over the different options to customize your sending email address and from name.
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:
Navigate to Marketing -> Emails, select (+ New), then Select the design editor and create a blank template, or edit an existing template by clicking on its pencil icon
Once you created the email template, click Settings from the 3 dots menut and configure the From name/address here
Click Contacts ->Smart Lists -> Select Contacts -> Click Send Email
Add the From Name and From Email
Click Automation -> Workflows -> Create Workflow or edit an existing flow
If creating a new flow, Select continue in the tile to Start from scratch
Click Settings and configure the sender details area and save the workflow
Click on the + button > Select the “Send Email” option
Enter the From Name and From Email