Masking Sender Emails - From Name and Address

In this article we will go over the different options to customize your sending email address and from name.

Here’s a table on how it is masked in normal situations.

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 We will always use the Logged in user email as the sender email

Emails

Appointment request We will use do-not-reply@replies.domain.com depending on the subdomain you      emails(calendar set up for the location, or the SMTP integrated email

settings->3. Confirmation)

Places you can configure the sender's email: 

Manual emails

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

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

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 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

Workflow Send Email Action

Click on the + button > Select the "Send Email" option

Enter the From Name and From Email