Adding contact owner/email as from name and address in emails

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Posted on by Bryan Gruszka

Hello,

We are trying to personalize some emails and attempting to use the owner of the contact record, along with their email as the from name and email address.

This would be dynamic at the owner and email would change based on the contact. We do not have any fields on the contact record which store the owner's name or email, though.

Is there a way to personalize the marketing email so that the email will pull from the User entity and pull the owner name and email?

Thanks!

Bryan

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Bryan Gruszka 8 on at

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RE: Adding contact owner/email as from name and address in emails

Hello Nya,

Thank you very much! This was exactly what I needed - much appreciated!
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Nya 29,060 on at

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RE: Adding contact owner/email as from name and address in emails

Hi Bryan,

First of all, you need to add the User entity into the Dataset configuration by navigating to Settings > Data Management > Dataset configuration.

Of course, if the owner is a Team, the entity should be added in the same way.

After publishing the change, you can edit the fields in the email with Assist Edit.

The from address should be {{contact.contact_systemuser_owninguser.internalemailaddress}}

And the from name is {{contact.contact_systemuser_owninguser.fullname}}.

Since the email contains a dynamic content which includes relationship, it cannot be sent directly with Send Now button.

It should be sent with customer Journey.

Here is the final effect of the received email.
Bryan Gruszka 8 on at

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RE: Adding contact owner/email as from name and address in emails

Just to add to this .we've been able to include the owner email as a dynamic field, but the emails will not send. We keep getting an error saying the sender address isn't valid.

The personalization we are using for the sender address is as follows:

{{contact.contact_systemuser_owninguser.internalemailaddress}}

When we do a test send, Dynamics tells us this: ""From address" and/or "From name" fields contain valid dynamic expressions, but we can't confirm whether they will resolve to valid values for all recipients until send time. This is normal, but consider double-checking the expressions to make sure they are correct."

But we can send the email. However, when looking at the insights tab, we see that the email has been blocked because the "sender address is not valid" - we've checked and the email is valid on the Owning user record so I'm not sure what the issue is.

Any assistance would be helpful.

Thanks!