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Sending Priority - From Name & Address

Updated over 7 months ago

Which sender email should the leads be getting the 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

Agency 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

Agency Email

3rd priority

4th 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 Mailgun subdomain you set up for the location, or the SMTP integrated email

If you are using Mailgun/LC Email, we will use the Business email here if the lead is not assigned:

How to check if the 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 here:

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

Conversation tab

The From email will be the user logged in email by default:

However, if you have 2-way email sync set up, the email 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

1. Why does the From email for outlook always look long and strange?

This issue stems from the way Outlook displays the sender’s details. When the same email is sent to a Gmail address, G Suite will display the sender information correctly.

2. How to remove send via information in Gmail?

Make sure to use the same sender email domain that matches the Mailgun domain you set up.

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