Sending Priority - From Name & Address

Modified on Wed, 9 Oct at 1:09 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!

Which sender email should the leads be receiving emails from?

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
Platform 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
Platform Email	3rd priority	4th priority
Review Request Emails	Always uses the Logged-in user email as the sender email
Appointment Request Emails	Uses [email protected] based on the Mailgun subdomain set up for the location, or the SMTP integrated email

If you are using Mailgun or the platform's email system, the Business email will be used if the lead is not assigned.

How to check if 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.

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

Conversation Tab: The From email will be the logged-in user's email by default.

However, if 2-way email sync is set up, it will show the integrated email.

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

Email Template:
Click on Marketing > Emails > Templates > +New.

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.

FAQs:

Why does the From email in Outlook always look long and strange?

This is an issue with how Outlook displays the sender's information. If you send this email to Gmail, it will show the sender's information correctly in G Suite.

How to remove the "send via" information in Gmail?
Make sure to use the same sender email domain that matches the Mailgun domain you set up.
Learn more about the extra info next to the sender’s name.