This tutorial will show you how to have your outgoing emails pop-up in your contact's email inboxes as your company's name instead of your personal name.
Step One: Navigate to the Admin Page.
Once on the Admin Page, locate the header Employee Setup and select the link for Employee Maintenance.
Click Add New Employee
You will need to fill out the required information (the ones with the red asterisk) and make sure to insert an email address or this setup will not work properly. You can also use your email here, as the name listed as the employee name is what will show on the client's inbox, that's the whole trick to this. Whenever a client responds, whichever email address listed on this employee is the email that response goes to.
You will have to create a password, this is part of the requirement of "creating an employee" but fret not, no one will ever log into this user, so set it to something simple.
Step Two: Assigning the user to an Email Activity
If you currently use an email automation that sends a contact an email once they are pushing into MarketSharp from a lead capture, say Angi for example, then this next step will be a simple one.
Going back to the Admin Page, look for the header of Process Setup and click the link for Activity Process.
Click the blue pencil to edit this email activity.
Under the email out activity, choose the "company name" employee as the assigned user and save.
You can do this for any applicable email activity processes as well.
If you do not have an email activity, you should create one. They will make things a lot easier when it comes to sending multiple contacts emails. We have some articles that cover emailing over on our support site - Here
That's concludes this tutorial, thanks for reading!