Introduction #
CentrixOne CRM lets you send both one-off emails and mass emails, such as newsletters, to all your customers at the same time. Depending on the type of email and your account configuration, you can use different email addresses as senders.
To get you up and running as soon as your account is activated, CentrixOne automatically gives you an email address ending in “@crm.send.com.” You can replace it with your personalized domain name, for example, “@your-company.com,” by following this guide.
When you use CentrixOne’s default domain name, “@crm-send.com,” you can customize what comes before the “@” for each user. This is the email address that is indicated as the sender when an email is sent via CentrixOne.
If you have configured your personalized domain name, then the user’s email address is indicated as the sender when an email is sent via CentrixOne.
How do I change the sender’s email address when sending a single email? #
OPTION A – If you use the default domain name (@crm-send.com):
- Click on the Settings module
- In the Users view, click on the appropriate username
- In the Sender’s email address field, modify the information before the “@”
- Click on Save
Option B – If you use a personalized domain name (@your-company.com):
- Click on the Settings module
- In the Users view, click on the appropriate username
- In the Email address field, change the email address to one ending with your domain name
- Click on Save
Please note: The email address specified in the user is also the address used by the system when you request a link to reset your password. Make sure you have access to this mailbox if needed.
How do I change the sender’s email address when sending a mass email? #
OPTION A – I f you use the default domain name (@crm-send.com):
- Click on the Settings module
- In the Users view, click on the appropriate username
- In the Sender’s email address field, modify the information before the “@”
- Click on Save
Please note that when you use the default domain name, you cannot send an email on behalf of another user.
Option B – If you use a personalized domain name (@your-company.com):
- Click on the Emails module
- In the Drafts tab, click on the name of the email to send
- In the Send emails step (# 4), modify the name and the sender’s email address (you can enter any email address, such as your colleague’s, as long as it ends with your personalized domain name)
- Click on Save
