Merging Contact Owner Email and Vanity into From and Reply Fields
- Navigate to the App Picker in the top right corner and select the Email application.
- Click the Campaign Builder tab.
- Select the Campaigns icon in the bottom navigation bar.
- Select the Campaign you wish to edit.
- In the Details step of the campaign set-up, you can choose between a Record Owner From/Reply vanity and email or a global vanity and email.
- To set the Contact/Lead owner’s vanity and email address as the From/Reply, check the Use Record Owner name/email radio button under the “From Name” and “Reply Name” fields.
- To use a global vanity and email address for all recipients, leave the radio button unchecked.
Notes:
- The default vanity settings pull from the entries on the “Email Preferences” tab under “General Information.”
- Seed lists and Test lists do not have owners, so recipients on these lists will not see a contact owner-specific vanity/email.