Send emails that show in the inbox as they were sent by the Contact or Lead Owner from Salesforce. This is a powerful way to use marketing automation to grab the attention of your Leads and Contacts by using a personal touch.
This article applies if you are sending from a Marketing List. If you are using All Contacts to send, please refer to this article instead.
Prerequisites
- Active Connection with Salesforce
- Data Management set up and syncing on a schedule
- Email From setup completed for your account
- Your Salesforce Owners should have up-to-date contact information in their Salesforce user profile.
- As a best practice, let your Sales Team know that you will be adding their Salesforce profile to outbound emails. This informs them to keep their profile updated so their information is correct in outbound communications with prospects.
Instructions
Send an Email From the Contact's Owner
To send your email from the Salesforce Owner for each Lead or Contact, open the Email Composer.
- In the Settings tab (Address tab for legacy emails), choose Salesforce owner as your Sender.
- In the Send Details tab (Address tab for legacy emails), choose a Salesforce List for your Recipients.
Add Owner Personalization in your Email Content
In the Email Composer:
- Open the email or email template you want, or create a new one.
- In the Design tab, choose where you want your personalization. Go through the steps in Add Personalizations to Email, choosing Salesforce fields in the Personalize dialog:
- Add Fallback text for the field.
- Preview your email to check for accuracy.
FAQs
How is this feature different than Personalized From?
There are a few ways that these features are different.
| Salesforce Owner | Personalized From | |
|---|---|---|
| Availability | Salesforce CRM only | All accounts |
| Marketing List Setup | Owner ID is required | Owner Name and Owner Email Fields are required |
| Available Data | Use data directly from Salesforce user profiles | Use fields that are present on the Marketing List |
| 'Sent' Note Assignment | Task Assigned to Salesforce Owner | Task Assigned to Connected User |
For more information on Personalized From, see our article here: Personalized From Addresses.