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 a workflow .
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 a workflow 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 a Workflow
Step One: On the toolbar, hover over Automation then in the drop-down, click Workflows.
Step Two: On the left, select an existing workflow or on the top right, click the Options button, then click +New Workflow.
Step Three: In the When and what should your workflow accomplish section, do the following:
- Select the workflow timing.
- Choose send the email, then start typing the email name in the field and select the email.
- Click Add Action.
- On the bottom right, click Save Changes.
Step Four: Now connect your workflow to a task so that it will send using automation, or schedule the workflow to a list. If you need help with either, click to review articles Creating an Automation Task or Scheduling a Workflow.