SharpSpring allows you to create and send one email that can then appear to come from any number of people who are designated as a lead owner. With this feature, you’ll make your leads feel a personal touch while you enjoy the convenience of a single email send.
The following User Roles have access to send from lead owner:
- Marketing Manager
Follow these steps to set the lead owner using an action group.
Step One: On the toolbar, hover over Content then in the drop-down, click Emails.
Step Two: Select an existing email or create a new one. If you need help, review the article Creating and Editing Emails.
Step Three: On the left-side, click Send Settings.
Step Four: Make sure send from lead owner when using automation engine box is checked.
Step Five: On the top right, click Save.
NOTE: When scheduling emails to a list, the sender will default to whoever is currently configured as the sender. If you wish to send emails to leads from their lead owner, you should schedule an action group that will send emails to this list.
IMPORTANT! If you are using any Lead Owner merge variables in your email, these will populate with the Lead Owner, even when sending to a List. The from name and from email, however, will be the default sender.
Add the Email to an Action Group
Step One: On the toolbar, hover over Automation then in the drop-down, click Action Groups.
Step Two: On the left, select an existing action group or on the top right, click the Options button, then click +New Action Group.
Step Three: In the When and what should your action group accomplish section, do the following:
- Select the action group timing.
- In the first field, under Lead Edit Events, select assign lead owner, then choose Use "Round-Robin" with User Tag.
- Click Add Action.
- On the bottom right, click Save Changes.
Step Four: Now connect your action group to a task so that it will send using automation, or schedule the action group to a list. If you need help with either, click to review articles Creating an Automation Task or Scheduling an Action Group.