How to Personalize Email Senders

📬 Sender Options: How to choose who your emails come from, selecting from account rep, account producer, a specific staff member, or a custom sender, and how sending by location works for agencies with multiple offices.

✍️ Signature Field Customization: How to configure the signature field in your campaigns, including turning on the image, name, phone, title, and additional text options, and why the signature is a dynamic merge field that automatically pulls the correct contact info for each recipient.

⚙️ Global Sender and Signature Defaults: How to update your account-level settings so every new campaign you build is already configured the way your agency operates, without needing manual changes each time.

👤 User Profiles: How to add headshots, titles, and custom text fields to individual user profiles, keeping the information that flows into your signatures accurate and up to date as your team changes.

💡 Why It Matters: Clients see a real name and face tied to their account, giving every automated email a familiar, trustworthy feel that strengthens the client relationship over time.