Before You Begin:
Please ensure the domains you plan to use have already been set up and authenticated by your email provider. This is especially important if you’re introducing a new domain. Your Account Manager will typically provide you with the email address and sender name to be used.
Example:
Email Address: [email protected]
Sender Name: John
Step-by-Step Guide: How to Add Multiple Sender Options
1. Navigate to Your Email Action Settings
Go to Settings > Manage Action Types
Open the Send Email action
2. Add Sender Fields
You’ll now add two new fields to allow selection of both the Sender Email and the Sender Name when building an email activity.
Field 1: Sender Email
Name: SenderEmail (must be written exactly like this)
Is Required: Enable this if you want users to make a selection. Leave it unchecked to fall back on a default.
Label: Use a friendly name such as Sender Email Address
Default Text: This appears when no option is selected. You could use Select Email Sender or set a default like [email protected]
Field Type: Dropdown
Field Order: Assign any number (ensure it’s unique from other fields)
Data Type ID: String
Field 2: Sender Name
Repeat the same steps as above
Name: SenderName (exact format required)
Click Update once both fields have been added.
Final Checks
Review Field Orders: Each field should have a unique order number to ensure proper sorting in the activity builder.
Dropdown Values: Remember that in dropdown settings, the value is what will be used in the backend, while the text is what users will see in the interface.
By following these steps, your email activities can easily support multiple sender identities, giving you more flexibility and control over your messaging.