How to set up template to be sent from another member of our team?

Ted W
Jun 10, 2024 8:52 AM
Joined Jan, 2024 23 posts

We split the duties here a bit wherein I handle all the rental activity, marketing, etc, but another person (Jackie) handles customer service from arrival to departure.  We'd like to set up a triggered template to come from Jackie introducing herself and offering to the guest to be of assistance during their stay.  Is it possible to set up separate "from" email triggers or do they all have to come from the main email address on our account?  Thanks

Ken T
Jun 10, 2024 10:56 AM
Joined Aug, 2019 1707 posts

There are two different options available here, which may be able to get something close to what you want.

1. You can set up different Themes with different return email addresses.  These are assigned to different properties, so, this way you can have specific return email addresses used for each property.

https://www.ownerrez.com/support/articles/theming

That function won't do what you're after here, though.

2. In an individual email template, you can control the return address directly.  Normally you leave the default field codes, so the system automatically sets the return addresses dynamically based on your other settings, such as Theming:

But, although that is the default and is recommended, it doesn't have to be that way - you can manually replace this with the specific sender name (Jackie) and her specific email address, and that's what will be used when this specific template is sent out.

Note that the domain name of Jackie's email address will need to have been verified, in order for the message to be sent with the proper Verified status.  Otherwise, it'll use our generic inquiryspot emails as well as Jackie's, which can lead to false spam detections.

Ted W
Jun 10, 2024 12:35 PM
Joined Jan, 2024 23 posts

That all makes sense, but it begs a follow up question since I am not a techy.  How would I go about getting Jackie's email varified?  Thanks.

Ken T
Jun 10, 2024 12:39 PM
Joined Aug, 2019 1707 posts

You don't actually verify specified email addresses - you verify entire domain names, that you own.  I see there is already one domain name that you have verified, soduspointrentalcottage.com .  So, if Jackie has an email address at that domain - say, jackie@soduspointrentalcottage.com - it will be automatically verified already and you won't have to do anything special.

Ted W
Jun 10, 2024 3:30 PM
Joined Jan, 2024 23 posts

Thanks, but unfortunately, Jackie's email address is with another domain for another business unit we own at jackie@welterrealty.com.

Ken T
Jun 10, 2024 3:56 PM
Joined Aug, 2019 1707 posts

If you control the domain welterrealty.com, you can add that as an additional verified domain name as explained here:

https://www.ownerrez.com/support/articles/email-from-reply-to-verified-sender

Please write in to the Helpdesk if you need more specific assistance with this process.