How do I make an email appear as coming from a contact owner?

Last updated: May 9, 2018

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A
Service: N/A

Using the Contact owner property, you may use personalization in your email draft to make the From name and From address appear as having been sent from that owner. 

  • Navigate to Marketing > Email. Select your email draft or create a new draft.
  • Locate the Email details section at the top of the email editor and click Edit details.
edit-email-details
  • Here you will see the From name and From address section.
edit-email-details-2

Personalizing 'From name' using Contact Owner

  • Click Add/Manage next to From name.
  • Click the Personalize button at the bottom of the pop-up window.
manage-from-names-2
  • Under Category at the top of the next window, select Contact Owner in the dropdown.
  • Select Full Name.
  • Next, enter a Default value in the field below and click Save. The purpose of the default value is for contact recipients who may not have an owner, so this value will display instead. Some suggestions include: Account Team, [Your Company Name], Sales Team.
  • Click Insert.
owner-full-name
  • In the Manage From Names modal, click the new token to input it as the From name. You will now see {{owner.fullname}} as the From name value in your email draft.

Personalizing 'From address' using Contact Owner

  • In the Email details section at the top of your email draft, click Add/Manage next to the From address.
  • Click the Personalize button at the bottom of the pop-up window.
  • Under Category at the top of the next window, select Contact Owner in the dropdown.
contact-owner-from-address
  • Select Email.
  • Next, enter a Default value in the field below and click Save.
  • Please note: this default value MUST be an email address, like sales@your-company.com or noreply@your-company.com. The purpose of the default value is for contact recipients who may not have an owner so this value will display instead. If you wish to receive actual replies, you will need to input a real email address. 
  • Click Insert.
  • In the Manage From Addresses modal, click on the new token to add it as the From address. You will now see {{owner.email}} as the From address in your email draft.

Here is what your email draft will look like once both tokens are inserted:

final-email-details-owner-update

How to personalize your emails

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