Overview

When sending an email you can choose to personalise the From Address that is displayed in the recipient's email client.

To use the additional "From Name only" feature described below, your Vuture Client Success Manager will need to enable "Admin.Roles.Emails.Personalise on From Name" for your role.

 

Contents

• Introduction
• Personalising on From Name only
• Best Practices

 

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Introduction

By default all emails are sent using the From Address you select from the dropdown on the Send Email screen.

 

Next to the From Address is a drop down field  called "Personalised From". 

For InterAction lists, selecting this will use either the name only (see below), or the name and email address of the contact's Primary Sponsor on the list as the From Address when sending the email.  This defaults to the selected From Address if the contact doesn't have a Primary Sponsor.

For Vuture lists (csv or Standalone), ticking this box will use the From Email and From Name in the uploaded CSV file, defaulting to the selected From Address if these are missing or blank.

Personalising on From Name only 

There is a feature that allows you to choose to personalise on From Name only. This option constructs the From Address for each contact using the Email Address selected in the From Address dropdown but uses the Name of the primary sponsor in the case of InterAction lists, or the From Name field in the case of a Vuture list.

The advantage of this is that you can avoid Out of Office messages going back to a partner or fee-earner, but their name will be displayed in the From Address that the recipient sees.

 

 

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Best Practice

1. Always use personalisation where you can (where you have the Sponsor name available) 

The safest choice in the drop down list is Name only - this will show the Sponsor's name in the client's inbox, but allow all the Out of Office messages to go back to another inbox. 

 

To use this feature your Vuture Client Success Manager will need to enable "Admin.Roles.Emails.Personalise on From Name" for your role.

 

This will change the send screen so that there is a drop-down instead of a tick box for the Personalised From option. This provides you with three choices:

• Off - no From personalisation will be used and all emails will come from the selection in the From drop-down
   
• Name and email - this is the same as ticking the Personalised From box previously and will personalise both the From Email and From Name
   
• Name only - this will only personalise the From Name and will use the same From Email Address for each contact (safest option to ensure Out of Office emails do not go back to partner's inbox)