Modified on: Wed, 5 Apr, 2023 at 11:57 AM
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
CasesUnassigned ContactAssigned ContactManual EmailsLogged in user email1st priority1st priorityLocation EmailN/AN/AAssigned User EmailN/AN/AAgency EmailN/AN/AAutomated EmailsCampaign/workflow settings1st priority1st priorityAssigned User EmailN/A2nd priorityLocation Email2nd priority3rd priorityAgency Email3rd priority4th priorityReview Request EmailsWe will always use the Logged in user email as the sender emailAppointment 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
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:
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:
How to Set Up Two Way Email Sync for Gmail
Two Way Email Sync for Outlook
Click on Marketing > Emails > Templates > +New
Click Contacts ->Smart Lists -> Select Contacts -> Click Send Email
Add the From Name and From Email
Click Automation -> Workflows -> Create Workflow
Select Start from scratch and click Create new workflow:
Click Settings -> Configure Sender Address
Click on the + button > Select the "Send Email" option
Enter the From Name and From Email
This is an issue with how Outlook displays the sender's information. If you send this email to gmail.com, it will show the sender's information correctly in Gsuite.
Learn more about how to Hide "sent by" information in Outlook
Make sure to use the same sender email domain that matches the Mailgun domain you set up. Learn more about the Extra info next to sender’s name
