Released: New Personalized From "Fallback Sender"

  • Updated

Act-On's Personalized From feature lets you send email as the sender a prospect actually recognizes, using the sales owner data defined in your CRM or on a marketing list. Until now, if a contact had no sales owner on record, the send could fail outright. The new fallback sender fixes that: you choose a backup sender to use whenever a contact's sales owner can't be found.

Why this matters: A missing sales owner shouldn't mean a missed send. The fallback sender keeps your email going out reliably instead of silently failing for the contacts without an assigned owner.

What's Changing

Act-On's Personalized From feature is a great way to customize your emails with a sales owner's name as the sender. Typically, Act-On uses data you've defined in your CRM or on a marketing list, but if any contacts don't have a sales owner defined, the email can fail to send. Learn more about personalized from.

With the new 'fallback' sender, you can choose a sender to use if the sales owner is not found for an individual contact.

Screenshot of the Fallback Sender setting for Personalized From

When

This feature was released on November 2, 2023.

Customer Impact

The Fallback Sender prompt will appear whenever Personalize From Address is chosen as the sender. The user can select from their normal list of senders.

Please note: This feature only works with Personalize From, which is compatible with Act-On Contacts for all CRMs and non-CRM users. This is not currently available for the SalesForce Owner sender setting, which is used for SalesForce CRM in conjunction with Marketing Lists. SalesForce users who wish to take advantage of this feature should consider migrating to Act-On Contacts.

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