Create once, reuse everywhere. Sender Preferences in HighLevel let you define default From Name, From Email, Reply-To, and Test Recipient(s) so test sends and marketing campaigns auto-fill the right details. This speeds up launch, reduces mistakes, and keeps brand identity consistent across emails.

TABLE OF CONTENTS

• What are Sender Preferences?
• Key Benefits of Sender Preferences
• Where Defaults Apply
• Overrides & Precedence
• Deliverability Best Practices (Recommended)
• Updating & Maintenance
• How To Set Up Sender Preferences
• Frequently Asked Questions

What are Sender Preferences?

Sender Preferences is a new area in Settings → Sending Settings where you set your default sender identity for emails. Once saved, these defaults automatically populate in test emails and marketing campaigns, cutting setup time and minimizing inconsistent “From” details across teams.

Key Benefits of Sender Preferences

These benefits focus on speed, accuracy, and brand consistency so your team spends less time re-typing and more time shipping great campaigns.

• Faster setup: Save a default sender once; it auto-fills in new tests and campaigns.
  
  

• Fewer errors: Reduce typos and mismatched “From” details across emails.
  
  

• Brand consistency: Keep sender name, address, and replies aligned across communications.
  
  

• Team clarity: Test Recipient(s) store your go-to QA inboxes for quick proofing.
  
  

Key Benefits (formatted as required)

• Speed: Default values remove repetitive typing and setup.
  
  

• Accuracy: Defaults reduce mis-addressed or mis-branded sends.
  
  

• Consistency: Same sender identity across emails improves trust.
  
  

• Efficiency: Saved QA recipients streamline test-send cycles.

Where Defaults Apply

Understanding the scope ensures you know exactly where auto-fill occurs and when you might still customize fields.

• Test emails: The Test Recipient(s), From Name, From Email, and Reply-To default in the test-send modal.
  
  

• Marketing campaigns: New broadcasts/campaigns inherit your defaults on creation.
  
  

• Manual overrides: You can still edit any field per email/campaign as needed.

Overrides & Precedence

Defaults are a starting point—you stay in control. These notes explain how editing and cloning interact with Sender Preferences.

• Edit anytime: Changing a field inside a specific campaign overrides the default for that campaign only.
  
  

• Existing drafts/scheduled items: Newly saved defaults apply to new campaigns/tests. Review existing drafts if you want them to use updated values.
  
  

• Cloned campaigns: Clones typically reuse the clone’s stored values. Review sender details after cloning to confirm they’re still correct.
  
  

• Per-email flexibility: Even with defaults, you can tailor sender details for special segments or brands.

Deliverability Best Practices (Recommended)

Good sender identity is half branding, half deliverability. Use these tips so your defaults work with providers—not against them.

• Use an authenticated domain: Choose a Sender Email on a domain you’ve authenticated (SPF/DKIM/DMARC) for best inboxing.
  
  

• Match Reply-To thoughtfully: Set a Reply-To inbox you actually monitor for responses.
  
  

• Avoid free-mail From addresses for bulk: Prefer your branded domain over personal Gmail/Yahoo addresses.
  
  

• Keep QA recipients current: Periodically update Test Recipient(s) so test sends hit active inboxes.

Updating & Maintenance

Sender identity is not “set it and forget it.” Keep it aligned with brand and compliance changes over time.

• Rebrand or domain change? Update Sender Name/Email and Reply-To in Sender Preferences first.
  
  

• Team changes? Add/remove Test Recipient(s) so proofs go to the right people.
  
  

• Quality check: Before high-stakes sends, confirm the campaign’s From fields match your intended defaults.

How To Set Up Sender Preferences

Educational description:
 Follow these steps to set your defaults once and speed up every future test and campaign.

1. Go to Settings → Sending Settings → Sender Preferences.
   
   

2. Enter your Sender Name and Sender Email.
   
   

3. (Optional) Add Test Recipient(s) for proof emails.
   
   

4. Add a Reply-To Address if replies should go to a different inbox.
   
   

5. Click Save.
   
   

6. Create a new test or campaign to see fields auto-filled. You can still edit them per send.

Frequently Asked Questions

Q: Do Sender Preferences change my existing drafts or scheduled emails?
 A: Defaults apply to new tests and campaigns. Review existing drafts if you want them to use updated values.

Q: Can I override defaults for a specific campaign?
 A: Yes. Edit the fields in the campaign; changes affect only that campaign.

Q: Do defaults apply to transactional emails?
 A: Sender Preferences are intended for test emails and marketing campaigns. Transactional systems may manage sender details separately.

Q: Can I update Sender Preferences later?
 A: Absolutely. You can adjust these values at any time in Settings → Sending Settings.

Q: What if I don’t see Sender Preferences?
 A: Check your access to Settings. If it’s still missing, contact your account admin.

Q: Will Reply-To be used if I leave it blank?
 A: You can specify a Reply-To in Sender Preferences or set it per campaign as needed.

Q: How should I format Test Recipient(s)?
 A: Add the QA inboxes you use for proofs. You can edit or remove them whenever your team changes.