Automatically use your sales owner's contact information in your outbound emails with Act-On's Personalize From feature. This is a great way to send emails from a real, relevant person to each of your customers.
Either Personalized From CRM (for example, Salesforce owner) or Non-CRM Personalized From can be used with All Contacts, as explained in the sections below.
Prerequisites
- Email From setup completed for your account (this is usually done during onboarding)
- Personalized From feature enabled. To verify this, check the Sender field of your outbound message for Personalize From. If this option is not available, contact Support.
- Connected CRM with sales owner data in the related CRM entities
- If you don't have a connected CRM, sales owner data must be added to your All Contacts list and identified in Contact Settings (see below)
Sending Personalize From emails without Email From setup properly can negatively affect deliverability for your entire account.
Personalized From CRM Setup
Personalized From uses the following CRM data:
| CRM | Table | Fields |
| Salesforce | Owner | First Name, Last Name, Email |
| NetSuite | Employees | First Name, Last Name, Email |
| Sugar | Users | First Name, Last Name, Email |
| Dynamics | Owners | First Name, Last Name, Primary Email |
| Zendesk | Owner | Name, Email |
Each contact should have an owner assigned in the CRM.
If you don't want to use the CRM Owner as your default personalized from address, navigate to Settings > Other Settings > Contact Settings and scroll down to Contact Owner Setting. Choose "Use Alternate fields" and select a field from your Contact data schema for the sender name and email.
Non-CRM Personalized From Set Up
Identify which fields from your Contact database include data about the contact's owner (or who you want to default to for personalized sending)
Go to Settings > Other Settings > Contact Settings and scroll down to Contact Owner Setting:
Select the correct field from your All Contacts list for the contact owner, email, and name. If you do not have this field in your All Contacts list, you can go to Settings > Data Management to add it. You may then need to import contact data to populate this field.
Use Personalized From for your Outbound Emails
In the Email Composer in the Settings tab (Address tab for legacy emails) in the Sender field, select Default Personalized From. Your sales owner's information will now be used:
- When using Personalized From with an integrated CRM, it works for contacts with a sales owner assigned. Any contacts that don't have a related sales owner will get the fallback sender.
- If you don't have an integrated CRM or have identified different fields to use, Personalized From works for contacts with data in the identified sales owner name and email columns. Any contacts without this data will get the fallback sender.
You may also want to set a different Reply to address to manage replies to this message. See this article for more information.
Message-Specific Personalized From
You can override the default personalized from settings by selecting Message-Specific Personalized From. Then, pick which field to use from your contact database for the sender name and email. This is only available if your recipient list is an Audience Center segment.