SharpSpring allows you to create and send an email that can appear to come from any number of people who are designated as a lead owner. With this feature, you will make your leads feel a personal touch while you enjoy the convenience of a single email send. This article will detail how to send from a lead owner.
The following user roles have access to send from lead owners:
- Company Managers
- Marketing Managers
Email and automation features are accessed through the toolbar.
- Regarding Forbidden Domains and Lead Owners
- Modifying Settings
- Adding Emails to an Action Group
- Ready to Learn More?
Regarding Forbidden Domains and Lead Owners
Free email providers—such as Gmail, Yahoo!, and Outlook—are forbidden domains on SharpSpring. As you do not own the domain, if you were to send from SharpSpring from a Gmail, Yahoo!, or Outlook address, it would appear that you have the authority to send on behalf of Gmail, Yahoo!, or Outlook. You do not. Since you cannot authenticate that you have permission or authority, it can cause deliverability and compliance issues.
If the lead owner is using one of these forbidden domains, the system will automatically revert back to the saved From domain.
To set the lead owner using an action group, you will need to utilize the automation engine.
To set the lead owner, do the following:
When Send from Lead Owner when sending from automation engine is enabled, this action will send the email with the Lead Owner’s name and email address instead of the default addresses in the email.
Adding Emails to an Action Group
When scheduling emails to a list, the sender will default to whoever is currently configured as the sender. If you want to send emails to leads from their lead owner, schedule an action group that will send emails to this list.
To add emails to an action group, do the following:
Using any Lead Owner merge variables in your email will populate with the Lead Owner, even when sending to a list. The from name and from email, however, will be the default sender.