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Email From Address

Brad Weedon

When you set up an email and use the Tag for the From Address and the drop down from the Tag shows "Owner", what data field within SM is that pulling from?  The same question for the Tag for From Name and the drop down from the Tag shows Users' Name, what data field within SM is that pulling from?

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  • 0 Sugar Employee Badge

    We use ++Func.ProperCase(++Users.Name++)++ for the Contact owner's name

    ++Users.Email++ for the email address of the Contact owner

    ++Users.PhoneNumber++ for the phone number

    We use Sugar Sell so that is where the data comes from. It is from the Sugar User's config.

  • 0 in reply to John Kitsmiller

    We are not using Sugar Sell and only SugarCRM and SugarMarket.  My confusion is there are a numerous available columns when creating a report.  There is one called Accounts.assigned_user_name for example.  Then you have the contact information within SugarMarket that shows Owner ID.  Many times they are all different and I need to make sure when I am sending an email in a campaign, I like to make it look like it came from the Sales Rep they are used to dealing with or the Sales Rep who is assigned the account.  If I use the merge tags on the Setup of the email, I need to make sure it looks like it is coming from the proper person.  That way the assigned Sales Rep gets any response the customer may have.

  • 0 Sugar Employee Badge in reply to Brad Weedon

    I don't think there would be any difference in using an older version of SugarCRM (now known as Sugar Sell).

    We have several test contacts in Sugar Market, with different owners. When we send the test email we send it to those test contacts so we can verify the sales rep (Account/Contact Owner) is used as expected. Just be sure the Sugar Market Contacts are owned by the right Owner (Sales Rep).

    Using the fields above in the email works as I believe you are looking for.

    On the first step of the setup, use the Owner and it will use the Contact Owner alias for the from/reply to address.

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  • 0 Sugar Employee Badge in reply to Brad Weedon

    I don't think there would be any difference in using an older version of SugarCRM (now known as Sugar Sell).

    We have several test contacts in Sugar Market, with different owners. When we send the test email we send it to those test contacts so we can verify the sales rep (Account/Contact Owner) is used as expected. Just be sure the Sugar Market Contacts are owned by the right Owner (Sales Rep).

    Using the fields above in the email works as I believe you are looking for.

    On the first step of the setup, use the Owner and it will use the Contact Owner alias for the from/reply to address.

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  • 0 Sugar Employee Badge in reply to John Kitsmiller

    This is correct!

    To clarify, within the Email Builder the relationship of the Owner/User Name in the From Name (++Users.Name++), or the From Address / Reply-To Address (++Users.EmailPrefix++) is all pulling from the Contact to Owner relationship.

    In Market, we interchange the words Owner and User. For a Contact in Market when you look up the owner for that record it's pulled from the Users table. Which for any CRM we integrate with we sync down the Contact and Owner relationships.

    An Account Owner is a different merge tag like you pointed out, which different merge tags can be used within the Email Design. But on the Setup part of our Email Builder it's specifically pulling the Owner of the Contact record and not the Account owner.

    I hope that helps!