Personalized Emails - Not All Individuals Have Contact Owner

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Sending out an email and would prefer that it come from the contact owner. Most contacts on the DL have a contact owner, but for those who do not, inquiring who the email would come if we do not assign a default value.

 

With the default value, do you have to choose a person in internal contact owner, or is there a way to assign those without a contact owner to receive the email from a general account / name. 

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Q1: Who the email would come [from] if we do not assign a default value?

A1: HubSpot generates a warning if you don't set an email send 'from'. Plus, ALWAYS set a default value for Contact Owner in the portal. (best practice)

 

Q2: With the default value, do you have to choose a person in internal contact owner, or is there a way to assign those without a contact owner to receive the email from a general account / name?

A2: You may select a general account / name for your default value. However, that 'general account' must 1st be setup as a HubSpot User in your portal. (mandatory)

(see image)hubspot-email-sender-is-default.png

 

 

 

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


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MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

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Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q1: Who the email would come [from] if we do not assign a default value?

A1: HubSpot generates a warning if you don't set an email send 'from'. Plus, ALWAYS set a default value for Contact Owner in the portal. (best practice)

 

Q2: With the default value, do you have to choose a person in internal contact owner, or is there a way to assign those without a contact owner to receive the email from a general account / name?

A2: You may select a general account / name for your default value. However, that 'general account' must 1st be setup as a HubSpot User in your portal. (mandatory)

(see image)hubspot-email-sender-is-default.png

 

 

 

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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