Customing the Reply-To Email Addresses and Email Sender "From" Line

Planning Pod gives you the ability to send out many email notifications directly from your account. For example, you can email proposals and invoices directly to Contacts from inside your account, or you can schedule email reminders for things like calendar appointments and To-Do's.

These emails must be sent from an @planningpod.com email address to help ensure that they pass through spam filters and are properly delivered. However, you can customize two things in the email header of the emails sent from your account:

  1. Reply-To Email address - You can customize the Reply-To email addresses so that when a person replies to an email sent from your account, the reply will be sent to the Reply-To addresses that you specify. You can set the Reply-To email address to either 1) the user who is sending the message or 2) the email addresses of one or more contacts in your account (if you want the same people to receive replies for all messages).
  2. "From" Sender Name - Every email message has a "From" line that identifies the name of the sender. You can set the name of the sender to 1) the name of the user who is sending the message, 2) the name of the company/organization of the account owner (pulled from the account owner's information in the Contacts area), or 3) the name of one of the Contacts in your account. standard name or label that will apply to all messages (if you want all system emails to show they are coming from the same person).

To Customize Reply-To Email Addresses:

  1. Click on "Settings" in the top navigation bar.
  2. Find the "System Emails" box and click "Manage This Setting".
  3. Find the "Reply-To Email(s)" box and click on the pencil icon.
  4. In the "Reply-To Address" area, set the Reply-To address to one of the following:
    • The email address of the user sending the message.
    • The email address(es) of one or more of the Contacts in your account. Select this option if you want the same people to receive replies for all messages.
  5. Click "Save" when you are finished.

To Customize the "From" Sender Name:

  1. Click on "Settings" in the top navigation bar.
  2. Find the "System Emails" box and click "Manage This Setting".
  3. Find the "Reply-To Email(s) / Sender "From" Line" box and click on the pencil icon.
  4. In the "Sender 'From' Line" area, set the "From" Sender Name to one of the following:
    • The name of the user sending the message.
    • The name of the company of the account owner. Select this option if you want the name of your company/organization to display for all emails sent from your account.
    • The name of one of the Contacts in your account. Select this option if you want the name of the selected Contact to display for all emails sent from your account.
  5. Click "Save" when you are finished.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.