How do I send an automated campaign from a Deal Owner?

You can update the “From” name or email address to reflect the Deal Owner in an automated campaign by using the "Personalize" option. This is handy if you want to send the same automated email to your leads, but want it to come from the deal's owner.

The "Personalize" option becomes available when you create at least one deal.

How to send an automation campaign from a Deal Owner

1. From the Automations overview page, click “Edit” for the automation you wish to modify.
2. Hover your mouse over the campaign and click the "Edit email" icon.
3. Click the gear icon in the campaign builder's upper right corner.
4. The Campaign Settings modal will open. Click the personalization icon for either the From Name or From email.
5. A modal window will open. Click the field under "Select Field."
6. Scroll down the list of items and select one of the "Deal Owner" fields by clicking it.
7. Click "Save."
   
8. Click "Close" when complete.