How to Set Up Sender Preferences in the Email Builder

Marketing • Emails • Sender PreferencesHow to Set Up Sender Preferences in the Email BuilderSender Preferences let you save default sender details for new email campaigns and test sends, including Sender Name, Sender Email, Test Recipient(s), and Custom Reply. These defaults reduce repetitive setup while still allowing you to override sender details for individual campaigns when needed.What You'll Learn

Learn how Sender Preferences work, how to configure default sender and test-recipient details, how those defaults apply to new campaigns, and how sender verification affects campaign sending.

Table of Contents1. What Are Sender Preferences?
2. Sender Preference Fields
3. How to Configure Sender Preferences
4. How Sender Preferences Are Applied
5. Frequently Asked Questions
6. Need Help?1

What Are Sender Preferences?

Sender Preferences are account-level defaults used when creating new email campaigns and test sends. They can populate Sender Name, Sender Email, Test Recipient(s), and Custom Reply fields automatically, while still allowing campaign-level overrides.

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Sender Preference Fields

Each field controls a different part of the sender or testing experience. Configure only the defaults you want to prefill when creating new campaigns or sending tests.

Sender Name

The name recipients see as the sender of the email. Use a recognizable business, brand, or team name.

Sender Email

The email address recipients see in the From field. Use a valid sender address and complete any required verification before sending.

From Email verification may be required before an address can be used in an email campaign. Sender-domain requirements can also vary depending on whether the account uses a shared sending domain, dedicated sending domain, or another email provider.

Important: A saved Sender Email does not override sender-domain validation. Review any verification, domain, or deliverability warnings shown when sending or scheduling the campaign.

Test Recipient(s)

Add up to 5 email addresses, separated by commas, to use as default recipients for test emails. These can be team, QA, or stakeholder inboxes used to review campaigns before sending.

Custom Reply

Enter a different email address when replies should go somewhere other than the Sender Email. If left blank, replies use the applicable default reply behavior.

Note: Where the tag icon is available, supported custom values can be used instead of static sender information.

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How to Configure Sender Preferences

Configure Sender Preferences once to prefill sender and testing details when creating new email campaigns and test sends.

1. Go to Marketing → Emails → Campaigns.
2. Click the Settingsgear icon.
3. Select Sender Preferences.
4. Enter the default Sender Name.
5. Enter the default Sender Email.
6. Add up to five Test Recipient(s) if needed.
7. Enter a Custom Reply address if replies should go somewhere different.
8. Click Save.

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How Sender Preferences Are Applied

Sender Preferences act as starting values for new email campaigns and test sends. They do not automatically replace sender details already stored in existing drafts or scheduled campaigns.

Sender details can still be overridden for an individual campaign when needed.

Cloned campaigns: A cloned campaign inherits the sender values stored in the original campaign rather than automatically replacing them with newly updated Sender Preferences. Review sender details after cloning.

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Frequently Asked Questions

Q: Will changing Sender Preferences update existing drafts or scheduled campaigns?No. Updated Sender Preferences apply to new campaigns and test sends. Existing drafts and scheduled campaigns retain their stored sender details unless you update them manually.Q: Can I override Sender Preferences for a specific campaign?Yes. Sender Preferences are defaults. You can change the sender details for an individual campaign when needed.Q: Can the Custom Reply address be different from the Sender Email?Yes. Reply-To is independent of the sender domain and can use a different valid email address.Q: Does the Sender Email need to be verified?Email campaigns require a valid verified From address. If the address is not already trusted through the account's email configuration, you may be prompted to complete email verification before sending.6

Need Help?

• Cannot find Sender Preferences: Go to Marketing → Emails → Campaigns, click the Settings gear, and select Sender Preferences.
• Sender Email cannot be used: Review any email-verification or sender-domain warning shown before sending.
• Existing campaign still shows old sender details: Sender Preferences do not automatically update existing drafts or scheduled campaigns. Update the campaign manually.
• Cloned campaign has old sender details: Clones inherit sender values from the original campaign. Review the sender fields before sending.
• Still need assistance? Contact your administrator or support team with the affected campaign and sender details.