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Comment: added more detailed instructions for dynamic senders


When using this feature, the sender name and email are retrieved dynamically from the corresponding custom recipient fields that store that information. Of course, this assumes that you have previously imported the relevant information into those fields. In other words, the recipients database must contain two custom fields that are used for the sender name and sender email. To create these customized recipient fields, go to Settings > Account Settings > Recipient Fields. Add the field name of the additional "sender," and, in the corresponding field value, insert the sender's email.

titleDynamic Sender

This feature is particularly useful for a company's sales team. Each sales representative's email address is dynamically matched to his/her customers. This means that you can create one customized email that is sent with the corresponding sales representative's email address to the correct recipients. For example, a follow-up after a trade show would come from different sales people, matching prospects to the very sales people that they met at the trade show.