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

  1. Go to the workflow where you send an email in the portal, or configure the related template.
    1. Email Wizard
    2. Newsletter Wizard
    3. Email Template
    4. Newsletter Template
  2. Locate the From (sender) field.
  3. Select the sender address that matches the message purpose.
  4. Complete the email and send.

Email Wizard - Step 1: Compose Email


Newsletter Wizard - Step 1: Compose Newsletter


Email Template


Newsletter Template