Quick Answer
How does BizStackPro choose the sender name and email address?
The sender can vary depending on how the email is sent. Manual emails often use the logged-in user's address, while templates, campaigns, workflows, contact assignments, location settings, and system-generated messages can use different sender details. Check the sender settings for the specific email type before sending.
Controlling How Your Emails Appear to Recipients
Emails can be sent from several areas inside BizStackPro, and the sender name and address used for one type of email may not be the same as another.
BizStackPro uses different sender sources depending on whether the message is sent manually, through a template or campaign, from a workflow, through a bulk action, or as a system-related message.
Understanding that priority helps prevent unexpected From Name and From Email details from appearing to recipients.
Check the sender before sending
Before sending a campaign, review the sender settings in the template or campaign. For manual messages, review the From details in the compose window.
Sender Settings at a Glance
Before You Begin
Identify how the email is being sent before changing sender settings.
- Determine whether the email is manual, automated, bulk, template-based, or system-generated.
- Decide which From Name and From Email you want recipients to see.
- Check whether contact assignment rules are being used.
- If using SMTP, make sure the intended sender address matches your sending configuration where appropriate.
Sender Email Priorities
BizStackPro can choose sender details from different sources depending on how the message is sent.
Manual Emails
Manual emails often default to the logged-in user's email address.
Automated Emails
Campaign or workflow sender settings typically determine the sender details used for automated messages.
Assigned User Logic
In some configurations, the user assigned to a contact can influence sender behavior.
Location Settings
Location or subdomain email settings may be used when another sender has not been specified.
System-Type Sends
Certain messages, including some appointment-related notifications, may use a system replies address depending on the email configuration.
Confirm the sender at the point of use
For campaigns and templates, review the configured sender details. For manual emails, check the From Name and From Email while composing the message.
Checking Contact Assignment
If your account uses contact assignment rules, check whether a contact is assigned to a specific user when troubleshooting unexpected sender details.
Step 1: Open Contacts or a Smart List
Go to Contacts or open the appropriate Smart List, then search for the contact.
Step 2: Check the Assigned User
Review whether the contact is currently assigned to a specific user.
Step 3: Check Through Conversations
You can also open the contact in Conversations and review assignment details in the contact or profile panel.
Standardize where possible
If consistent branding is important, standardize sender details in templates and automation so assignment rules do not create unexpected From Name or From Email variations.
Where to Configure From Name and From Email
Manual Emails
Open Conversations and update the sender details while composing the email.
Email Templates
Go to Marketing → Emails → Templates, open the template, and use its Settings area to configure the From Name and From Email.
Bulk Email Actions
In Contacts or a Smart List, select the contacts, choose Send Email, and confirm the sender details before sending.
Workflow Emails
Go to Automation → Workflows and configure sender details in the workflow settings or within individual Send Email actions, depending on the workflow configuration.
Use one primary sender identity
Choose one primary sender name and address for your brand and use it consistently across templates and workflows whenever that matches your sending setup.
Pro Tips
Reuse a proven template
Create a preferred email template with the intended sender settings and duplicate it for future emails when that fits your workflow.
Frequently Asked Questions
How do I configure the sender's email for manual emails?
Can I set the sender's email for automated emails?
How do I customize sender details for workflow emails?
How are review request emails sent?
What sender address is used for appointment request emails?
Continue Learning
Continue with related Email & SMTP guides for configuring sending services, sender authentication, and email delivery.
