In this guide, you’ll learn how to set up a custom email address as the "From" address in your workflows, allowing you to adjust the sender's email for better branding and communication.
There are two methods to customize the "From" email address in Advisor's Growth workflows:
Option 1: Customizing the "From" Email Address in Workflow Settings
Go to the Automation tab, then Workflows.
Click Create Workflow, and select Start from Scratch.
Once your new workflow is created, click on Settings.
In the settings, configure the Sender Details by entering a custom email address or type in a dynamic value based on the context.
Option 2: Customizing the "From" Email Address in the "Send Email" Action
While in the workflow builder, click on the + button to add an action.
Select the Send Email option.
Enter the desired From Name and From Email.
If a lead is not assigned to a user, the system will default to the email provided under your Business Profile as the sender email. Ensure those fields are properly configured.
Important: The domain of the "From" email address must match the dedicated domain in your email services settings to avoid messages being flagged as spam.
FAQs
Q1: Can I use a custom value for the "From" email address?
Yes, you can dynamically set the "From" email address in workflow settings using custom values, such as the assigned user’s email or other relevant variables.
Q2: Why should I mask the "From" email address?
Masking the "From" email helps maintain branding consistency, improves email deliverability, and ensures that recipients recognize the sender, which can lead to better engagement.
Q3: Can I change the "From" email address for individual emails within the same workflow?
Yes, you can modify the "From" email for each step by adjusting the settings within each "Send Email" action.
Q4: How can I make emails always come from a specific department instead of an individual user?
You can set the department's email (e.g., support@company.com) in the workflow settings or in each "Send Email" action to ensure emails are consistently sent from that department.
Q5: How do I ensure the custom "From" email settings are applied?
Double-check both the workflow's Sender Details and each "Send Email" action. You can also test the workflow by sending a test email to confirm the correct sender details.
Q6: What should I do if emails aren’t being sent from the custom address I’ve set up?
If emails aren’t being sent as expected, make sure:
The "From" fields are properly configured.
The lead is assigned to a user if necessary.
The fallback settings in your Business Profile are correctly set up.