Masking Sender Emails – From Name and Address

Overview

PXME allows you to customize the “From Name” and “From Email Address” that appear when recipients receive your emails. This feature improves branding, builds trust with recipients, and ensures replies are directed to the correct inbox.

Examples:

• SMTP may use a generic address like testcompany@gmail.com, but you can send campaigns from membership@testcompany.com.

• Emails can appear to come from a specific user, e.g., paige.tester@testcompany.com.

How PXME Chooses the Sender Email

The system applies different rules depending on whether the contact is assigned or unassigned, and whether the email is manual or automated.

Priority Rules

Manual Emails

• Unassigned Contact → Logged-in user email (1st priority).

• Assigned Contact → Logged-in user email (1st priority).

Automated Emails (Campaigns & Workflows)

• Unassigned Contact → Campaign/workflow settings (1st priority), Location email (2nd priority).

• Assigned Contact → Campaign/workflow settings (1st priority), Assigned user email (2nd priority), Location email (3rd priority).

Review Request Emails

• Always use the logged-in user’s email.

Appointment Request Emails

• Sent from do-not-reply@replies.domain.com (or SMTP-integrated email) depending on your location subdomain setup.

How to Check If a Contact Is Assigned

Via Contacts/Smart Lists

1. Go to Contacts > Smart List.

2. Search and open the contact record.

3. Look for Assign to (displays the assigned user, or “Unassigned”).

Via Conversations Tab

1. Open Conversations.

2. Select the contact.

3. Click their profile icon → view full record → check assignment.

Where to Configure the Sender Email

1. Manual Emails

• Default: The logged-in user’s email.

• Location: Conversations tab or while composing a manual email.

2. Automated Emails

Email Templates

1. Go to Marketing > Emails > Templates.

2. Create/edit a template.

3. Click the three-dots menu → Settings → set From Name/Email.

Bulk Actions

1. Go to Contacts > Smart Lists.

2. Select contacts → click Send Email.

3. Set the From Name/Email before sending.

Workflows

1. Go to Automation > Workflows.

2. Create/edit a workflow.

3. In Settings, configure the sender details.

4. For individual workflow actions: Add a Send Email action → enter From Name/Email.

Pro Tips

• Consistent Branding: Keep From Name and From Email consistent across campaigns for recognition and trust.

• Test Templates: Send test emails to confirm sender details render correctly across different email clients.

• Check Priority Rules: Review workflow/campaign settings to avoid mismatched sender details.

• Bulk Updates: Use templates and workflows to update sender information across multiple campaigns efficiently.

FAQs

Q1: How do I configure the sender’s email for manual emails?
Manual emails default to the logged-in user’s email, but you can adjust while composing in Conversations.

Q2: How can I set the sender’s email for automated emails?
In Marketing > Emails > Templates, update the From Name/Email under Settings.

Q3: Can I customize the sender’s email for workflows?
Yes. In Automation > Workflows, set details in Workflow Settings or within the Send Email action.

Q4: Can I change the sender’s email for review request emails?
No. These always use the logged-in user’s email.

Q5: How are appointment request emails handled?
They use do-not-reply@replies.domain.com or your SMTP-integrated email, based on location subdomain setup. This cannot be customized.