Customizing the From Email Address in Workflows

Overview

With PXME workflows, you can customize the From Email Address so messages appear to come from a specific sender. This improves branding consistency and helps increase open and engagement rates.

There are two ways to customize the From Email Address in your workflows.

Option 1: Set From Email in Workflow Settings

1. Go to Automation > Workflows.

2. Create a new workflow (or open an existing one).

3. Click Settings at the top of the workflow.

4. Under Sender Details, enter your From Name and From Email Address.

   • You can type in a fixed email or use a Custom Value (e.g., assigned user’s email).

This will apply the same sender details to all emails in that workflow.

Option 2: Set From Email in the Send Email Action

1. Inside the Workflow Builder, click the + button.

2. Select Send Email as your action.

3. In the From Name and From Email fields, enter the details you want to use.

This lets you customize the sender for each individual email inside a workflow.

Important Notes

• If your leads are not assigned to a user, PXME will fall back to the Business Profile email you set under Settings.

• The From Email’s domain must match your dedicated sending domain (set in Email Services) to prevent emails from going to spam.

FAQs

1. Can I use a custom value for the From Email Address?
Yes. You can dynamically set the From Email Address using custom values such as the assigned user’s email.

2. Why would I mask the From Email Address?
This helps with branding consistency, ensures emails come from a recognizable sender, and improves engagement.

3. Can I use different From Emails in the same workflow?
Yes. In each Send Email action, you can configure a different From Email.

4. Can I send from a department address instead of a user?
Yes. Enter the department address (e.g., support@yourdomain.com) in either the workflow settings or in the Send Email action.

5. How do I make sure my settings are applied correctly?
Double-check both the workflow settings and individual Send Email actions. Send a test email to confirm the correct sender is being used.

6. What if emails aren’t sending from my custom address?
Check for typos, confirm that the email domain matches your dedicated sending domain, and verify that Business Profile settings are set as a fallback.