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BenCirillo
New Participant
May 18, 2021
Solved

Change "From" name and email for non-admin users

  • May 18, 2021
  • 2 replies
  • 4174 views

Question that may end up being a feature request: 

 

I want to be able to change the default From name and email address to the company name so we don't accidentally send out emails under our own names. As an admin, I was able to do this for myself - but that only affects emails that I set up. 

 

Is there a way for a non-admin Marketing User or Standard User to set the default From name and address to something else, or a way for an admin to do it for them?  

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Best answer by PhillipWi1

Hi Ben

 

Nope, that isn't functionality you can control on a person-by-person basis.

 

However, there is a way to do something similar: you could use a token for these values. If your top-level folder set defaults for these tokens, then you could overwrite them as necessary. 

 

If each user worked in a particular folder, then they could override these tokens automatically since their programs would inherit the default values from their folder. However, if you all work in all folders then each person would need to overwrite those values each time they cloned a program. But at least in these cases the default (if they forgot) would be the company name and email that are defaulted by the top-level folder.

2 replies

EllenSchwier
New Participant
May 20, 2021

Hi Ben,

 

When you create a new email asset, it will use the from name and email address of the user who created it. However, one possible solution is to create example programs that your users can clone for future use. These example programs could include emails set up with all your preferences (or including the tokens mentioned by Philip). As an admin, you maintain the examples and your marketing users have less work every time they make a new asset/program.

New Participant
May 21, 2021

Thanks, great clarification @ellenschwier ! Yes, I meant in example programs with example emails in them, not in email templates in the Design Studio.

PhillipWi1Accepted solution
New Participant
May 19, 2021

Hi Ben

 

Nope, that isn't functionality you can control on a person-by-person basis.

 

However, there is a way to do something similar: you could use a token for these values. If your top-level folder set defaults for these tokens, then you could overwrite them as necessary. 

 

If each user worked in a particular folder, then they could override these tokens automatically since their programs would inherit the default values from their folder. However, if you all work in all folders then each person would need to overwrite those values each time they cloned a program. But at least in these cases the default (if they forgot) would be the company name and email that are defaulted by the top-level folder.

BenCirillo
New Participant
May 19, 2021

To clarify, are you saying to add the token (something like {{my.From Name}}) to the email templates? Is it possible to code from name/email into the templates? I know you can tokenize it when cloning an email, but not sure about setting it at the template level for when someone creates a new email. 

 

If so, that would be a very workable solution; I already have another my.token coded into the body of the templates that works the same way. So it's just one more token to set up in each folder. 

SanfordWhiteman
New Participant
May 20, 2021

You can't force it at the template level. You can use Velocity (included in the template) to check the From: info and throw a Soft Bounce if it doesn't comply. But that's pretty extreme.