What is the best way to customize From name and email | Community
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June 16, 2015
Question

What is the best way to customize From name and email

  • June 16, 2015
  • 2 replies
  • 986 views

We have a campaign in which we need to customize From name and From email for each lead in the list.

Although, this can be achieved by creating custom fields like sender name, sender email and using these as tokens. Is there a better way to do this without having to create additional fields?

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2 replies

Casey_Grimes2
Level 10
June 16, 2015

Hi Priyanka,

When you refer to needing to customize the from name and email for each lead, is it split in a way where it's the record's owner, or is there another way you want to handle the campaign sender being split?

Josh_Hill13
Level 10
June 16, 2015

Agree with Courtney here, what exactly are you trying to do?

You can use tokens in those slots right now like:

{{lead.lead owner first name}} or any other one. You can also create My Tokens for subject line and from address, which I often do for program templates. There isn't a need to create a custom field here.