Original Question:
Sandra Quinn asked us:
“Since I’m the only user so far, I have not assigned myself to any opportunity. So are you saying when I start sending out emails, the email will not show my name?”
Answer:
Yes, your name will appear on emails you send, but it depends on how the email is sent. Here’s how it works:
- For One-Off Emails:
- If you send an email manually while logged into your Agent CRM user account, it will automatically show your name and email address.
- For Automated Campaign Emails:
- If you are running a campaign, you need to modify the Campaign Configuration to ensure emails are sent from you.
- Navigate to Marketing → Campaigns, then select your campaign.
- Under Campaign Configuration, set yourself as the Assigned User and verify that your name and email address are correctly entered.
By updating these settings, all emails sent from your campaign will show your name, ensuring your leads and clients recognize who the message is coming from.
[See screenshot below]
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- FREE GUIDE: Insurance Agent Websites
- Ads Crash Course for Insurance Agents
- Automate New Insurance Lead Campaigns
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
