Overview


Sender Profiles are used to specify the From and Reply-to information that is part of an email header, as well as the Mail Stream the email is sent on. A Sender Profile can be used repeatedly for email sends.


A Sender Profile consists of a Mail Stream, From Address, From Name, Reply Address, and Reply Name. After the Sender Profile is established, you won’t have to reenter these individual elements into the header again.


In addition to saving data entry time, Sender Profiles should be used for maximum deliverability and to maintain brand consistency of where email messages appear to be sent from.


As well, your customers often have relationships with different employees or departments within your utility. Because of this, you may wish to send out different emails from unique From Names or direct all replies to a specific email address within your utility. By creating multiple Sender Profiles, you can handle different types of communications separately. Examples might include having different Sender Profiles for marketing messages, one-to-one communications from account managers, or customer service notifications.


You can use a Sender Profile to display dynamic subscriber-specific From or Reply information in the email header. For example, an email could appear to come from each customer’s account manager. The From Name, Reply Name and Reply Address fields all support dynamic values. To use this feature, each dynamic value must be stored as an attribute for each of your subscribers. For more information on Dynamic values, see the For Developers section of this site.


Steps


  1. Click the Account Settings (gear) icon on the top menu of Engage, then click on Sender Profiles.

    Result: The Sender Profiles page displays.
     
  2. Click New Profile.
    Result: The New Sender Profile page displays.
     
  3. In the Profile Name field, enter a descriptive name for the sender profile.

    Note: This name will appear in the drop-down selection as part of the campaign send wizard.
     
  4. In the Mail Stream field, select a pre-created Mail Stream option from those set up for you in coordination with Questline.

    Note: These must be set up at the time of your account creation and with the assistance of Questline.
     
  5. In the From Address field, enter the address that you want the message to appear to be from.

    Note: The From Address should usually be in the format utilityname@email.engagemsg.com (for Marketing mail streams) or utilityname@info.energyemails.com (for Transactional mail streams). Questline maintains @email.engagemsg.com as an authenticated domain to maximize deliverability through the use of DKIM signing, SPF authentication and proactive monitoring. Use of an unauthenticated domain, such as your corporate mail domain of @xyzutility.com, will result in poor deliverability and blocking of mail by recipient ISPs. Some clients may have dedicated domains set up for them with Questline, however.
     
  6. In the From Name area, select to use Static Text or Dynamic Data.

    If you select Use Static Text, a field appears where you can enter a From Name that will appear on all emails.  If you select Dynamic Data, you'll be provided with a dropdown menu where you select which custom Attribute value to put into the From Name. You'll also be provided with a Default From Name field where you can enter a value to be used for any Subscriber who does not have a value for the selected Attribute.
     
  7. In the Reply Name field, enter a friendly reply name that will be recognized by your subscribers. This value appears on the To line when a customer clicks reply. Often times, this will be the same value as the From Name.

    If you select Use Static Text, a field appears where you can enter a Reply Name that will appear on all emails.  If you select Dynamic Data, you'll be provided with a dropdown menu where you select which custom Attribute value to put into the Reply Name. You'll also be provided with a Default Reply Name field where you can enter a value to be used for any Subscriber who does not have a value for the selected Attribute.
     
  8. In the Reply Address field, enter the address to which replies should be directed.

    If you select Use Static Text, a field appears where you can enter a Reply Address that will appear on all emails.  If you select Dynamic Data, you'll be provided with a dropdown menu where you select which custom Attribute value to put into the From Name. You'll also be provided with a Default Reply Address field where you can enter a value to be used for any Subscriber who does not have a value for the selected Attribute.
     
  9. To save the information entered, click Save Changes.

    Note: If you don’t want to save your changes, click Cancel.