Sending Priority – From Name & Address

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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?



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 [email protected] 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

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Search Conversations -> Click on the icon on the right to view the Contact Details

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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:5Ehmg0KbCZ cmpy37kyBIoLPJkCM5Tqp9w

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


Places you can configure the sender’s email – Automated email

Email template

Click on Marketing > Emails > Templates > +Newvrc pIS7VysZM0ddYPIpoi1T6ThRiOGSmA

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Bulk action – Send Email

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

Add the From Name and From EmailnK4iJ2tcPcGlorB


Workflow settings

Click Automation -> Workflows -> Create Workflow

Select Start from scratch and click Create new workflow:naT0RPIGr2aAV2 wSWy28NPt ILjuBu4oA

Click Settings -> Configure Sender Addressv448r kaIzAtApn5Q3JIwQzEHENr6WGUbg


Workflow Send Email Action

Click on the + button > Select the “Send Email” option3 z1ZoODk37CNPJCwhf7UJMTCbW jjhMAQ

Enter the From Name and From EmailoyJjrDwT82gt4KGgagSY4jYPeVCYSmIWng


FAQs

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


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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.  
 
 

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. Learn more about the Extra info next to sender’s name