Skip to main content
cnichols
cnichols
Helper ⭐️
October 16, 2020
New Idea

Default User to Send From

  • October 16, 2020
  • 5 replies
  • 76 views

Hi All, 

We only have our CSM’s covering a portion of our customer base however we have been requested to send emails via JO to accounts that do not have a resource assigned. 

This has caused us some pain due to the fact that we don’t have the ability to send via the CSM if it is present or send as a generic user if it is not present. 

We would like to have more flexibility with this similar to a default value in an email template. 

Our workaround for this is to create multiple journey’s...but definitely more work on us. 

 

@asmith , @alanclos 

    5 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    January 8, 2021

    @cnichols Thanks for posting. I understand the use-case. I think having the ability to add different From recipients for different email versions might help here. You can then push accounts with CSMs to one version and account without CSMs to the other version. Added to the roadmap.

      kelly
      kelly
      Helper ⭐️⭐️⭐️
      January 8, 2021

      A workaround for now is to have formula fields that populate Sender Name, Sender From Email, Sender Reply-to Email. 

      So if CSM is blank, then Default Sender Value. If CSM is not blank, then CSM Sender.

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        January 11, 2021

        @cnichols did you get a chance to view the comments posted by @nitisha_rathi and @kelly ?

        cnichols
        cnicholsAuthor
        Helper ⭐️
        January 12, 2021

        Thanks @kelly  and @nitisha_rathi  - I’ll give the formula field a try and/or versions a try to see if that solves my problem here. 

         

        Thanks for the help! 

         

        Cody 

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        January 22, 2021

        @cnichols did the formula field solved? Please let us know if you need any help here. 

        Terms & ConditionsAccessibility statement