Multiple Email Sender Support
The Email and Newsletter Wizards support multiple sender addresses. This allows teams like Investor Relations, Operations, and Support send from a preferred email address that best fits the context of the message.
Feature Benefits
- Admins can choose a sender from a pre-approved list in each Wizard.
- Admins can set a preferred sender address in templates.
- Recipients see the selected sender in the From field.
- Teams can align outbound communication with the right mailbox, improving clarity and trust.
NOTE: This feature is available based on portal configuration. Contact Portal Client Success team for details.
Select Email Sender
- Go to the workflow where you send an email in the portal, or configure the related template.
- Locate the From (sender) field.
- Select the sender address that matches the message purpose.
- Complete the email and send.
Email Wizard - Step 1: Compose Email

Newsletter Wizard - Step 1: Compose Newsletter

Email Template

Newsletter Template
