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Send personalized emails from Salesforce Owners




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    Tim Klimasewski

    I suspect that the 2 different set of instructions in this article are independent - but not obvious.

    If you have a integration, you do the first set up of steps to make sure you have the owner ID on the source list from CRM, and you set the sender as the salesforce owner.

    If you don't have salesforce, then all you need to do is have the "owner" name and email on the send list, and use the personalized from.

    Can you tell me in these cases, do you need to also have the From Address properly configured and activated to match all possible owners? 

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    Lauren Mulkern

    Hi Tim,

    Thank you for your comments and your question. I have made significant modification to this article, at least partially on your feedback.

    When you send an Act-On email with your Sender as either Personalized From or the Salesforce Owner, you do NOT need to set up their email as a From Address in your Account Settings.

    However, you do need to make sure that you have Email From setup for your account for all domains you will be sending from. If your marketing team uses a different domain than your sales team, then you will need to do the Email From technical setup for that domain. Without this, you may find that you have email deliverability issues. 

    Hope this helps!

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