# Masking Sender Emails - From Name & Address

### Introduction

In Gymini, understanding and configuring the sender email is crucial for effective communication with your gym members. This documentation provides a comprehensive guide on how to set up and manage sender emails for both manual and automated communications.

### Overview

* Determining the sender email for leads.
* Checking if contacts are assigned or unassigned.
* Configuring sender email for manual and automated communications.
* FAQs related to sender email configurations.

| <p><br></p>                                                               | Cases                                                                                                                                      | Unassigned Contact | Assigned Contact |
| ------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | ------------------ | ---------------- |
| Manual Emails                                                             | Logged in user email                                                                                                                       | 1st priority       | 1st priority     |
| <p><br></p>                                                               | Location Email                                                                                                                             | N/A                | N/A              |
| <p><br></p>                                                               | Assigned User Email                                                                                                                        | N/A                | N/A              |
| <p><br></p>                                                               | Agency Email                                                                                                                               | N/A                | N/A              |
| Automated Emails                                                          | Campaign/workflow settings                                                                                                                 | 1st priority       | 1st priority     |
| <p><br></p>                                                               | Assigned User Email                                                                                                                        | N/A                | 2nd priority     |
| <p><br></p>                                                               | Location Email                                                                                                                             | 2nd priority       | 3rd priority     |
| <p><br></p>                                                               | Agency Email                                                                                                                               | 3rd priority       | 4th priority     |
| Review Request Emails                                                     | We will always use the **Logged in user email** as the sender email                                                                        |                    |                  |
| <p>Appointment request emails<br>(calendar settings->3. Confirmation)</p> | We will use <do-not-reply@replies.domain.com> depending on the Mailgun subdomain you set up for the location, or the SMTP integrated email |                    |                  |

Depending on whether a contact is assigned or unassigned, the sender email varies:

**For Manual Emails:**

* **Unassigned Contact & Assigned Contact:** Logged in user email is the 1st priority.

**For Automated Emails:**

* **Unassigned Contact:** Campaign/workflow settings are the 1st priority, followed by Location Email (2nd priority) and Agency Email (3rd priority).
* **Assigned Contact:** Campaign/workflow settings are the 1st priority, followed by Assigned User Email (2nd priority), Location Email (3rd priority), and Agency Email (4th priority).

**Review Request Emails:** Always use the Logged in user email as the sender email.

**Appointment Request Emails:** Use `do-not-reply@replies.domain.com` based on the Mailgun subdomain set up for the location or the integrated SMTP email.

#### Checking if Contacts are Assigned or Unassigned

1. Navigate to the **Smart Lists** tab and search for the contact.
2. Click on the icon on the right in **Search Conversations** to view Contact Details.
3. Check the assignment status of the contact.

#### Configuring Sender Email for Manual Communications

**Conversation Tab:**

* By default, the "From" email will be the email of the logged-in user.
* If you have 2-way email sync set up, the email will display the integrated email. Learn how to set up two-way email sync for [Gmail](https://chat.openai.com/c/8748429f-2320-456f-9d59-65abc39afab6#) and [Outlook](https://chat.openai.com/c/8748429f-2320-456f-9d59-65abc39afab6#).

#### Configuring Sender Email for Automated Communications

**Email Template:**

1. Navigate to **Marketing > Emails > Templates** and click **+New**.

**Bulk Action - Send Email:**

1. Go to **Contacts -> Smart Lists**.
2. Select desired contacts and click **Send Email**.
3. Input the "From Name" and "From Email".

**Workflow Settings:**

1. Navigate to **Automation -> Workflows** and create a new workflow.
2. Select **Start from scratch** and create a new workflow.
3. Click **Settings** and configure the sender address.

**Workflow Send Email Action:**

1. Click the **+** button and select the "Send Email" option.
2. Input the "From Name" and "From Email".

### **If you are using Mailgun/LC Email, we will use the Business email here if the lead is not assigned:** <a href="#how-to-check-if-the-contacts-are-assigned-or-unassigned" id="how-to-check-if-the-contacts-are-assigned-or-unassigned"></a>

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284065068/original/_D4r87GpETbQ4wu9GBdG_l_CWVzA8d0xAg.png?1677519077" alt=""><figcaption></figcaption></figure>

### **How to check if the contacts are assigned or unassigned** <a href="#how-to-check-if-the-contacts-are-assigned-or-unassigned" id="how-to-check-if-the-contacts-are-assigned-or-unassigned"></a>

Search for the contact in the Smart Lists tab

<figure><img src="/files/eU0rrX13PYE4oCKPCKD3" alt=""><figcaption></figcaption></figure>

Search Conversations -> Click on the icon on the right to view the Contact Details

<figure><img src="/files/yXSgWnSbmzdkgxah7UZb" alt=""><figcaption></figcaption></figure>

Check who is assigned to the contact here:

<figure><img src="/files/4ClHiB1BFdrppXKtntBH" alt=""><figcaption></figcaption></figure>

### **Places you can configure the sender's email - Manual email** <a href="#places-you-can-configure-the-sender-email-manual-email" id="places-you-can-configure-the-sender-email-manual-email"></a>

### **Conversation tab** <a href="#conversation-tab" id="conversation-tab"></a>

The From email will be the user logged in email by default:

### **Places you can configure the sender's email - Automated email** <a href="#places-you-can-configure-the-sender-email-automated-email" id="places-you-can-configure-the-sender-email-automated-email"></a>

<figure><img src="/files/ZTFol7LjFMW2Ah53c3O7" alt=""><figcaption></figcaption></figure>

#### **Bulk action - Send Email** <a href="#bulk-action-send-email" id="bulk-action-send-email"></a>

Click Contacts ->Smart Lists -> Select Contacts -> Click Send Email

<figure><img src="/files/CFYIMMp8yS8U44R4gBZj" alt=""><figcaption></figcaption></figure>

#### **Email template** <a href="#email-template" id="email-template"></a>

Click on **Marketing** > **Emails** > **Templates** > **+New**

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284066845/original/vrc_pIS7VysZM0ddYPIpoi1T6ThRiOGSmA.png?1677519700" alt=""><figcaption></figcaption></figure>

Add the **From Name** and **From Email**

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48188201325/original/nK4iJ2tcPcGlorB-HEPxonM4XpGPhkGVLg.png?1644354291" alt=""><figcaption></figcaption></figure>

#### Determining the Sender Email for Leads

<figure><img src="https://i.ibb.co/F0PmndC/2023-1-27-9-39-42.gif" alt=""><figcaption></figcaption></figure>

<figure><img src="https://i.ibb.co/F0PmndC/2023-1-27-9-39-42.gif" alt=""><figcaption></figcaption></figure>

#### Workflow settings

Click Automation -> Workflows -> Create Workflow

<figure><img src="/files/S0MDJ6sJH601OXErNVO9" alt=""><figcaption></figcaption></figure>

Select **Start from scratch** and click **Create new workflow**:

<figure><img src="/files/00aeQ8y38eiezJ05WYDT" alt=""><figcaption></figcaption></figure>

Click Settings -> Configure Sender Address

<figure><img src="/files/E5NpiGFBYOt4tOdKQDuE" alt=""><figcaption></figcaption></figure>

### **Workflow Send Email Action** <a href="#workflow-send-email-action" id="workflow-send-email-action"></a>

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

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48188197568/original/3-z1ZoODk37CNPJCwhf7UJMTCbW_jjhMAQ.png?1644353152" alt=""><figcaption></figcaption></figure>

Enter the **From Name** and **From Email**

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48188197655/original/oyJjrDwT82gt4KGgagSY4jYPeVCYSmIWng.png?1644353181" alt=""><figcaption></figcaption></figure>

### Conclusion

Configuring the sender email in Gymini is essential for ensuring that your gym members receive communications from a recognizable and trusted source. By following the steps outlined in this documentation, you can effectively manage and optimize your email communications for better engagement and deliverability.


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