1. Overview
  2. Email & SMTP
  3. Masking Sender Emails - From Name and Address

Masking Sender Emails - From Name and Address

In this article, we will go over the different options to customize your sending email address and 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's email
Appointment request emails
(calendar settings->3. Confirmation)
We will use do-not-reply@replies.domain.com depending on the subdomain you set up for the location, or the SMTP-integrated email

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

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

Click Email Marketing -> Email Builder -> Create Email.

 

Once you have created the email template, click Settings on top ->Configure the From name/address here.

 


Bulk action - Send Email

Click Contacts ->Smart Lists -> Select Contacts -> Click Send Email

Add the From Name and 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


Was this article helpful?