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.
Cases
Unassigned Contact
Assigned Contact
Manual Emails
Logged in user email
1st priority
1st priority
Location Email
N/A
N/A
Assigned User Email
N/A
N/A
Agency Email
N/A
N/A
Automated Emails
Campaign/workflow settings
1st priority
1st priority
Assigned User Email
N/A
2nd priority
Location Email
2nd priority
3rd priority
Agency Email
3rd priority
4th priority
Review Request Emails
We will always use the Logged in user email as the sender email
Appointment request emails (calendar settings->3. Confirmation)
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
Navigate to the Smart Lists tab and search for the contact.
Click on the icon on the right in Search Conversations to view Contact Details.
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.
Configuring Sender Email for Automated Communications
Email Template:
Navigate to Marketing > Emails > Templates and click +New.
Bulk Action - Send Email:
Go to Contacts -> Smart Lists.
Select desired contacts and click Send Email.
Input the "From Name" and "From Email".
Workflow Settings:
Navigate to Automation -> Workflows and create a new workflow.
Select Start from scratch and create a new workflow.
Click Settings and configure the sender address.
Workflow Send Email Action:
Click the + button and select the "Send Email" option.
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:
How to check if the contacts are assigned or unassigned
Search for the contact in the Smart Lists tab
Search Conversations -> Click on the icon on the right to view the Contact Details
Check who is assigned to the contact here:
Places you can configure the sender's email - Manual email
Conversation tab
The From email will be the user logged in email by default:
Places you can configure the sender's email - Automated email
Bulk action - Send Email
Click Contacts ->Smart Lists -> Select Contacts -> Click Send Email
Email template
Click on Marketing > Emails > Templates > +New
Add the From Name and From Email
Determining the Sender Email for Leads
Workflow settings
Click Automation -> Workflows -> Create Workflow
Select Start from scratch and click Create new workflow:
Click Settings -> Configure Sender Address
Workflow Send Email Action
Click on the + button > Select the "Send Email" option
Enter the From Name and From Email
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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