Sender Identities

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Sender Identities allow administrators to create consistent, uniform identities for From Name, From Email, and the population of sender tokens. Saved Sender Identities can be used repeatedly which saves you time.

Sender Identities should inform the recipients who they are getting emails from. Keep this in mind as you determine the Sender Identities you need to create.

Sender Identities are unique per site/GID.

NOTE - Email Details for a specific message contains a From Name overwrite for the one off instances of needing a unique From Name but the rest of the details in a Sender Identity are applicable.

Accessing

From the Email menu, choose Sender Identities.

Homepage

 From the homepage, you can add, duplicate, edit, and delete.

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Add Sender

  1. Click the Add Sender button.

  2. Enter the following pieces of information for each sender. The majority of items are required; however, only certain sender tokens are required for CAN-SPAM compliance.

    Nickname - provide a name that will display in a list to admins when selecting a Sender Identity. Only admins will see this name.

    Sender From Name - provide a name that will be used to identify this sender to recipients.

    Sender Email Address - provide the email address that will be used to identify this sender to recipients.

    Reply Handling Address - provide the email address that will be used for replies to this sender.

    NOTE: this email address will also receive out of office replies.

    Organization - provide the organization name.

    Address - provide the address for this sender.

    Address 2 - provide the second address line for this sender.

    City - provide the city for this sender.

    State/Province - provide the state/province for this sender.

    Postal Code - provide the postal code for this sender.

    Country - provide the country for this sender.

  3. Click Save to save the Sender Identity. Click Close if you don't want to save.

Duplicate

  1. From the gear icon, select Duplicate.

  2. The information will be filled in so you can change the necessary pieces of information.

  3. Click Save to save the Sender Identity. Click Close if you don't want to save.

Edit

  1. From the gear icon, select Edit.

  2. The information will be filled in so you can update the necessary pieces of information.

  3. Click Save to save the Sender Identity. Click Close if you don't want to save.

NOTE - Edit won't be available if the Sender Identity is in use. A Sender Identity is considered "in use" once it is selected for a message.

Delete

  1. From the gear icon, select Delete.

  2. A confirmation window will appear.

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  3. Click Delete Sender to remove the Sender Identity. Click Close if you don't want to delete.

NOTE: If a Sender Identity was selected by a message in Drafts and then the Sender Identity is deleted, the message can still be released and will use the deleted Sender Identity.

NOTE: If you copy/reuse a message that has a deleted Sender Identity, the Sender and From Name will not be copied over.