Configuring Sender Emails: Best Practices and Troubleshooting
If you’re using Mailgun or LC Email, we’ll automatically use your business email if the lead isn’t assigned.
How to Check Assignment Status:
Navigate to the Smart Lists tab and search for the contact.
In Search Conversations, click the icon on the right to view Contact Details.
- Check the assignment status of the contact.
Configuring Sender Emails:
Manual Email:
- In the Conversation tab, the From email defaults to the user’s logged-in email.
- With 2-way email sync, the integrated email will display.
Automated Email:
- Email Template: Click on Marketing > Emails > Templates > +New to configure.
- Bulk Action – Send Email: Select contacts, go to Smart Lists, and click Send Email.
- Workflow Settings: Create a new workflow under Automation > Workflows.
FAQs:
- Why does the From email for Outlook look long and strange?
For Outlook, the From email may appear elongated due to formatting constraints.
Places you can configure the sender’s email – Automated email
Email template
Click on Marketing > Emails > Templates > +New
Workflow Send Email Action
Click on the + button > Select the “Send Email” option
Enter the From Name and From Email