Masking Sender Emails - From Name and Address

July 30, 2024•1 min read

In this article we will go over the different options to customize your sending email address and from name.

Here’s a table on how it is masked in normal situations.

CasesUnassigned ContactAssigned ContactManual EmailsLogged in user email1st priority1st priorityLocation EmailN/AN/AAssigned User EmailN/AN/AAutomated EmailsCampaign/workflow settings1st priority1st priorityAssigned User EmailN/A2nd priorityLocation Email2nd priority3rd 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 subdomain you set up for the location, or the SMTP integrated email

Places you can configure the sender's email:

Manual emails

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

Navigate to Marketing -> Emails, select (+ New), then Select the design editor and create a blank template, or edit an existing template by clicking on its pencil icon

Once you created the email template, click Settings from the 3 dots menut and 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 or edit an existing flow

If creating a new flow, Select continue in the tile to Start from scratch

Click Settings and configure the sender details area and save the workflow

Workflow Send Email Action

Click on the + button > Select the "Send Email" option

Enter the From Name and From Email

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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