Pro Marketer account holders that are using SymSync for SugarCRM have the added benefit of automatically personalizing the sending headers of their email (From Name, From Email Address and Reply-to) with the assigned owner of a SugarCRM record (lead, contact, account or target).
This function can streamline a Marketing Manager or Sales Managers efforts by only having to create a single outbound campaign for all of their sales agents. Instead of creating an outbound campaign that is customized for each and every sales agent.
Your emails can be personalized with either the Assigned Record owner's information or the Reports toowner.
This feature is available on the following INBOX25 email tools:
1. Standard Email Campaign Wizard for outbound campaigns that are sent to CRM Lists or List Segments
2. The Send Email action available on our Automation tool
3. Content Stream action available on our Automation tool
Using the option is as simple as adding the tag [sugarcrm_assigned_to] or [sugarcrm_reports_to] in the From Name field and then selecting it from the available options on From Email Address and Reply-to Address.
Missing Data and Error handling
If you select the reports_to value and there is no reports_to value for a given record, we will automatically default back to assigned_to
A missing assigned_to value OR change to target source results in the company name being filled in as from and the first email address in the email verification manager being used.