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Masking Sender Emails (From Name and From Address)

Kyrios allows you to control which From Name and From Email address are used when sending emails, with clear priority rules across manual emails, bulk sends, templates, campaigns, and workflows.

Updated over 2 months ago

Who This Is For / When to Use

  • Teams that want consistent branding across emails

  • Accounts using a shared SMTP email but different sender identities

  • Users configuring workflows, campaigns, or manual emails

  • Support teams troubleshooting why a specific sender email is used


How Kyrios Determines the Sender Email (Priority Rules)

Kyrios selects the sender email based on email type and contact assignment status.

Automated Emails (Campaigns and Workflows)

Priority order:

  1. Campaign or workflow-level sender settings

  2. Assigned user’s email (if the contact is assigned)

  3. Account email (fallback)


Manual Emails

Priority order:

  1. Logged-in user’s email

  2. Account email (fallback)


Review Request Emails

  • Always sent from the logged-in user’s email

  • This behavior cannot be changed


Appointment Request Emails

  • Sent from [email protected] or the SMTP-integrated email

  • Depends on the account’s domain and SMTP setup

  • This behavior cannot be customized


Checking Whether a Contact Is Assigned

Sender selection depends on whether a contact is assigned to a user.

From the Contact Record

  • Open the contact

  • Check the Owner field


From Conversations

  • Open the conversation

  • Click the Contact Details icon on the right


Where You Can Configure the From Name and From Email


Manual Emails (Conversation View)

  • The From Email defaults to the logged-in user

  • You can manually edit it while composing the email


Email Templates (Used by Campaigns and Workflows)

  1. Go to Marketing > Emails > Templates

  2. Open an existing template or click + New

  3. Click the three-dot menu

  4. Select Settings

  5. Set From Name and From Email

  6. Save the template


Bulk Action: Send Email

  1. Go to Contacts

  2. Select contacts or a smart list

  3. Click Send Email

  4. Click Confirm and Proceed

  5. Enter From Name and From Email

  6. Send the email


Workflow-Level Default Sender Settings

You can set default sender details for all emails in a workflow.

  1. Go to Automation > Workflows

  2. Create or edit a workflow

  3. Click Settings

  4. Enter From Name and From Email

  5. Save the workflow


Workflow “Send Email” Action (Overrides Workflow Defaults)

Each Send Email action can override workflow-level sender details.

  1. Open the workflow builder

  2. Click + to add an action

  3. Select Send Email

  4. Enter From Name and From Email

  5. Save the action


Email Campaigns

  • Campaign emails use the template sender settings

  • If not defined, Kyrios falls back to the campaign or account email


Common Issues and Fixes

Emails are sending from the wrong address

  • Check whether the contact is assigned

  • Verify template sender settings

  • Confirm workflow or campaign-level overrides


From Name or From Email is blank

  • Kyrios will automatically fall back to account defaults

  • This is expected behavior


Review request sender cannot be changed

  • This is a system rule and cannot be overridden


Pro Tips

  • Use a consistent From Name for brand recognition

  • Always send test emails before launching campaigns

  • Set sender details at the template level for scalability

  • Use workflow-level defaults to avoid repeated configuration


FAQ

How do I configure the sender for manual emails?

Manual emails default to the logged-in user’s email. You can change the From Email while composing the email in the conversation view.


How do I set the sender for automated emails?

Edit the email template under Marketing > Emails > Templates, then set the From Name and From Email in template settings.


Can I customize the sender for workflow emails?

Yes. You can set sender details at the workflow level and override them in individual Send Email actions.


Why do review request emails ignore my sender settings?

Review request emails always use the logged-in user’s email. This behavior cannot be changed.


How can I confirm whether a contact is assigned?

Open the contact record and check the Owner field, or view contact details from the conversation sidebar.

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