Masking the Sender's Name and Email Address in Emails

There are several ways that you can specify the “From” information for emails within . Both the email address and the sender name can be customized. There are many reasons you may want to do this. Perhaps your SMTP settings have a general company email like testcompany@gmail.com but you want a campaign or workflow to send emails from membership@testcompany.com, or from a specific user's email address like paige.tester@testcompany.com. Follow these steps below to learn how the determines which email address to use by default, and how you can customize your options:

Part 1: How To Determine Which Configured Sender Email Your Leads Will be Receiving Emails From

• Using the grid below, you can see how determines what to use as the sender email address:

  

NOTE: If you are using Mailgun, the company email will be used, if the lead is not assigned. You can find this under Settings > Business Info > Company Data > Company Email.

Part 2: Checking if Contacts Are Assigned or Unassigned in

• Check in Contacts/Smart Lists
  • Navigate to Contacts > Smart List
  • Search for the contact using the Quick Search feature.
  • Within the Contact record, you’ll see “Assign to” if the Contact is unassigned, or the name of the assigned user if they are assigned to someone.

• Check in Conversations
  • Search your Conversations > Click on the icon on the right to view the Contact Details
  • Click the Contact’s icon and you’ll be redirected to their full Contact Record where you can see the assigned user (or lack of).

Part 3: Places You Can Configure the Sender Email

• Manual email in the Conversations tab. (The From email will be the user logged in email by default.)

  

• Email templates for the Email Builder. Navigate to Marketing > Emails > Templates > Edit. Once a template is created, click into Settings. Here you can configure the From Name and From Email.

• Bulk Actions in Contacts/Smart Lists. Click into Contacts > Smart Lists > Select Contacts > Send Email.

• Workflow Settings. Click into Automation > Workflows > Create or Edit a Workflow. Once in a Workflow, click Settings > Configure Sender Address

• Workflow Send Email Action. When adding a Send Email action in the Workflow builder, you can customize the From Name and From Address in the Action details.

• Campaign configuration. Click Automation > Campaigns > Create/Edit Campaign. Expand the Campaign Configuration and configure the information.
• Triggers - Send email action. Navigate to Automation > Triggers. Create or edit a Trigger. When adding the “Send Email” action, you can customize the From/To information.