[Send as] All Users can pick from a list of verified email addresses for manual as well as automated outbound emails
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Sales & Marketing
Merged in a post:
Specify a Separate Sending Email for Each User on User Profile
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Jason Levine
I've noticed an area in our system that could greatly benefit from an enhancement, particularly in terms of professionalism and email management.
Current Situation:
As it stands, the email linked to a user's account is automatically set as the sender email for all outgoing communications. This setup poses a challenge when the only available email is a personal one, which may not always convey a professional image.
Proposed Solution:
I believe it would be highly beneficial to integrate a feature that allows users to specify a separate sending email within their user profile. This would enable users to choose a more appropriate, professional email address for business-related correspondence, separate from their personal or default account email.
Benefits:
- Enhanced Professionalism:Users can maintain a professional demeanor by using business-specific emails.
- Flexibility:Offers flexibility for users who manage multiple email addresses for different roles or departments.
- Efficiency:While it's currently possible to manually change the sending email for each email sent, this process is cumbersome and not practical for regular use.
Implementation Considerations:
- This feature should allow easy switching between different sending emails.
- Ensuring security and privacy compliance when integrating multiple email addresses.
- I believe this enhancement will significantly improve our email communication process and present a more professional front to our clients and partners.
Looking forward to the community's thoughts and any additional insights!
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Sales & Marketing
Merged in a post:
Select Default From Name and From Email in Conversations replies
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Juliana Nedel
Currently, when sending an email via the conversations area, it auto populates with the user's email and name. There should be a setting to default From Name and From Email in Conversations to the Business Email and Business name for example.
A lot of the time users will use their personal email, or the business has an agency person looking after their communications and their user email isn't branded, or the business simply wants to have all communications sent from their main business information.
I have been informed that this is an option within the LC Email Settings, however this isn't going to work for our clients as they operate with Mailgun or have integrated an existing email domain/provider. Furthermore, this has nothing to do with the email domain provider, it is simply a setting that should be available in GHL. It simply doesn't make sense that, to be able to do that, the user has to change the From Name and Email manually every time a reply is sent.
I'd appreciate if this could be looked into as soon as possible as it is of great importance for our clients.
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Sales & Marketing
Merged in a post:
When emailing a contact, the FROM address defaults to the address of the currently logged-in HL user, when it SHOULD default to the email address specified in Settings > Email Services for the account
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Victor Elkins
When emailing a contact via the HL UI, the FROM email address should always default to the email address specified in that account's Setting > Email Services configuration. Failing to do so is irrational, as defaulting to sending FROM the email address assigned to the currently logged-in user means SMTP authentication will fail, except in rare instances where it just so happens the currently logged-in user has the exact same email address as the one specified in Settings > Email Services. This is particularly egregious when one has an Agency with many subaccounts, all of whom are for different users. Example: Say my name is Bob Smith, email bob@smith.com, and I log into my account as an Agency admin. I have subaccounts for different staff members: Jim Johnson, jim@johnson.com, and Kevin Nations, kevin@nations.com. Each one of these users wants to communicate with their contacts using their own email address, so SMTP auth for each account is of course set up to use their respective email address (and, of course, their address will be used 95% of the time, since they will be the ones using the account). Because HL is configured illogically in-regards contact email FROM settings, every time I go to a specific subaccount, and attempt to send a contact an email, HL defaults to sending from bob@smith.com, my email, instead of jim@johnson.com, the email configured in Settings > Email Services.. So every single email I send to a contact on Jim Johnson's account, I have to edit the FROM field every single time. And every other user has to do the exact same thing any time they access any other subaccount that isn't their own.
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Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
We deal with this constantly. Having to manually change the from email every single reply is such a time sink when you're managing multiple clients throughout the day.
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Harris D'Ambrosi
This is so needed for me - I have a client who owns 6 different businesses, so when she uses the location switcher to manage each, it completely ruins the point of having all accounts with user access together because no matter what business she's managing all conversations come from her gmail account....
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Harris D'Ambrosi
This is so needed for me - I have a client who owns 6 different businesses, so when she uses the location switcher to manage each, it completely ruins the point of having all accounts with user access together because no matter what business she's managing all conversations come from her gmail account....
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Harris D'Ambrosi
This is so needed for me - I have a client who owns 6 different businesses, so when she uses the location switcher to manage each, it completely ruins the point of having all accounts with user access together because no matter what business she's managing all conversations come from her gmail account....
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Nolan Bell
pls fix guys come on this is ridiculous
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Sonny Jones
This is a pretty surprising mistake that needs corrected.
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Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
Running into this constantly. Every time we access a client's subaccount to help with something, we have to manually change the FROM field or the email bounces. Basic workflow stuff that shouldn't require extra steps.
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