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New Email Send From Options

We all know that one of the most important aspects of a successful email campaign is personalization. That’s why we’ve added a bunch of new options for personalization to the email template and email send from wizards. Now, you can send an email from any user field, including support contacts, account managers, and more — anyone who is attached to a Pardot prospect.

This opens up a world of opportunities for sending targeted and personalized messages! Let’s take a look at the list of new options below, and feel free to watch our instructional video to see how you can put this new feature to work:

  • Prospect CRM User Custom Field – Send an email from the prospect’s CRM User Custom Field value. If there’s no value for the CRM User Custom Field, the email will be sent from the prospect’s account owner in the CRM. If the prospect has no account owner, the email will be sent from the prospect’s assigned user. If there is no assigned user for the prospect, the email will be sent from the general user specified. If the prospect is not assigned, send from the specified general or specific sales user. You can see a breakdown of these options below, as well as a screenshot of an email template that has multiple senders designated.

emailsendfrom1-01

  • Prospect Account Owner – Send the email from the prospect’s account owner in the CRM. If the prospect has no account owner, the email will be sent from the prospect’s assigned user. If there is no assigned user for the prospect, the email will be sent from the general user specified.

  • Prospect Assigned User – Send the email from the prospect’s assigned sales representative. If the prospect is not assigned, send from the specified general or specific sales user.

  • Specific User – Select from a list of your users in Pardot to use as the email’s sender.

  • General User – Enables a general address (e.g., [email protected]) or a non-Pardot user to be the sender of the Email. (Please note that as a best practice, we recommend sending email from a person’s email address, as general info@ or marketing@ sender addresses can be a trigger for spam filters).

Get more information about this new feature and how you can use it in our Knowledge Base article, or watch the video below.