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Question. How do you send the email on Outreach on behalf of someone else?

  • September 4, 2018
  • 2 replies
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sagan_sherlin
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I remembering seeing a similar post - but I for some reason cannot locate it. 

When sending an Outreach or Program - is there an ability to change the sender to someone else?  Other than the user logged in?  I send majority of our Outreaches or Programs on behalf of other users - so logging out as me, and in as them, is somewhat annoying.  Especially if I forget to test the Outreach or Program before hand - and they get the test email.

Thank you for your feedback!

Best answer by john_apple

Yes - when you are editing the Outreach or email within a Program, you should be able to change the From and Reply-to addresses to any address as well as the From Name - just type in the field rather than selecting from the dropdowns.
To make it dynamic - for instance, the full name and email of each CSM - you'd just have to pull that field from your data source as part of the Powerlist or Query. 
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john_apple
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  • September 4, 2018
Yes - when you are editing the Outreach or email within a Program, you should be able to change the From and Reply-to addresses to any address as well as the From Name - just type in the field rather than selecting from the dropdowns.
To make it dynamic - for instance, the full name and email of each CSM - you'd just have to pull that field from your data source as part of the Powerlist or Query. 

sagan_sherlin
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  • 280 replies
  • September 4, 2018
Awesome! Thank you John!  The first part is what I'm after.  Since the email is going out from another department that isn't really listed/associated with the accounts - I wasn't exactly sure how to make the email from them.  Cause logging in and out is rather annoying - and I forget.

Thank you again!!!!

🙂

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