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Send Settings in the Email Designer

Article: 000050703
Updated: July 29, 2024

The Lead Gen & CRM Email Designer lets you create professional emails using drag-and-drop functionality, allowing you to push the limits of your creativity.

In this article, you'll learn about the Send Settings features in the Email Designer panel that is located at the left side of every email in the Lead Gen & CRM platform. For an overview of all available options within the Email Designer panel, read the Email Designer Panel Overview article. 

If you're using the new email editor, read Overview of the New Email Editor instead. 


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


Regarding Email Creation

To create an email in Lead Gen & CRM, you must first start with a template. While using either a created template or an existing template is up to you, emails can only be created by using a template.

Refer to the following articles for more information on the email creation process:


 

Send Settings

The  email.png  Send Settings menu allows you to edit the email's general settings. The settings are as follows: 


Send Settings

 

 

 Available Settings Description 
 Subject 

The email's subject title.



 
 From Name 

The name of the person sending the email.



 
 From Email 

The email address of the person sending the email.



 
 Reply-To-Email 

The email address that any replies will be sent to. Uses the From Email address by default.



 

 

In addition, the Send Settings menu offers more technical options. These are presented in the form of checkboxes. When checked, these options do the following:

  • The  loop.png  Can Send Multiple Times to One Person option allows the email to be sent repeatedly to the same person or list. When left unchecked, duplicate emails are suppressed.
     
  • The  addressbook.png  Make Available as a Smart Mail in Contact Manager option turns this email into a Smart Mail.
     
  • The  12user.png  Send from Lead Owner When Sending from Automation Engine option will send the email from the user-designated owner of the lead.
     
  • The  browser.png  Include View in Browser Link option allows the recipient to view the email in their browser.
 


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