Overview
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 Emails | We will always use the Logged in user email as the sender email | ||
| Appointment request emails(calendar settings->3. Confirmation) | We will use [email protected] depending on the subdomain you set up for the location, or the SMTP integrated email |
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
