Send emails from a real, relevant person to each of your customers by adding the sales owner's contact information in your outbound messages using the Personalized From feature. This works whether you are using an integrated CRM with Act-On or uploading your lists manually.
Prerequisites
- Email From setup completed for your account
- Personalized From feature enabled
- To verify, check the Sender field of your outbound message for Personalized From. If not visible, contact Support.
- Sales Owner Name and Owner Email fields are present in your marketing lists
- This must be completed for each list you want to use
- Note: Check for invalid emails (e.g. sales reps who’ve left the company)
Important: Sending Personalized From emails without these configurations can negatively affect deliverability for your entire account.
Setup
Add Owner Name and Owner Email to your Marketing List
If connected to a CRM, import these fields:
- Owner Name
- Owner Email
If not, add them manually:
- Find your list > click dropdown arrow > Maintenance > Change List Columns
- Click Add Column, enter a title (e.g. Owner Email), then click Submit
- Click Save
- Repeat for both Owner Name and Owner Email
- Note: Owner Name should be full name (First + Last)
- Populate the fields in the list (manually, import, or sync)
Identify the Owner Fields in the List
- Go to Contacts > Marketing Lists
- Hover over your list > click the dropdown arrow
- Select Maintenance > Identify List Columns
- Locate Owner Email and Owner Name fields, then map them
- Click Save
Use Personalized From in Outbound Emails
In the Sender field of your message, select Personalized From. Act-On will use the Owner Name and Email mapped in your list.
Optional: set a different Reply-to address to manage responses. See this page for more details.
Sent Totals for Sales vs Marketing/Admin Users
Emails sent using a Sales user's email show up in that Sales user's Sent tab. Totals will differ from the marketing/admin view because each sees only the contacts that were emailed using their credentials.