Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows.

 

Covered in this article:


Which sender email should the leads be getting the emails from?

How to check if the contacts are assigned or unassigned

Places you can configure the sender email - Manual email

Places you can configure the sender email - Automated email



Which sender email should the leads be getting the emails from?



CasesUnassigned ContactAssigned Contact
Manual EmailsLogged in user email1st priority1st priority

Location EmailN/AN/A

Assigned User EmailN/AN/A

Agency EmailN/AN/A
Automated EmailsCampaign/workflow settings1st priority1st priority

Assigned User EmailN/A2nd priority

Location Email2nd priority3rd priority

Agency Email3rd priority4th priority
Review Request EmailsWe 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, we will use the company 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:






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

Email template

Click Email Marketing -> Email Builder -> Create Email






Once you 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 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






Campaign configuration







Click Automation -> Campaigns ->Create campaign





Expand Campaign Configuration and you can configure the From address here:







Triggers - Send email action