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Question

Email Sender Name / email reply to name - how to friendly "name" your outgoing from address

Workflow
Updated March 12, 2019
asked on March 11, 2019 • Show version history

Hi All

In workflow we are reworking an existing workflow that emails ebilling.

We would like to specific a friendly name in addition to the email reply-to address.

 

Oddly I am not finding a setting for this.  Apparently one cannot provide a email with a friendly name.

 

We would like out emails to be from:  Friendly Name with the reply address billing@company.com

 

This is a simple thing, in Outlook you can specify your fullname/friendly-name and your email address.

 

This is sometimes referred to as the "email sender name"

 

Any suggestions?

 

 

Jeff

 

 

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Answer

SELECTED ANSWER
replied on March 11, 2019

I don't think this is currently possible in Forms. For now, the workaround I use is to send the email through Workflow because it does support this functionality.

Instead of using the Email Task in Forms, add a Workflow Task and call the workflow. In the workflow, use an email activity, and set the sending address with the following format (including the quotes).

"Friendly Name" <address@domain>

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replied on March 12, 2019

Thanks Jason, nice little tidbit to know.  Do you know if it also works when using a token to fill in the Sender Email Address?  Would it look something like "Friendly Name" <%(ReplyToken)>

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replied on March 12, 2019

Hi Jennifer,

I read a post saying tokens will work and I tested it successfully. You need to enter the token manually because there's no token picker, but it worked in my tests.

However, the catch is going to be whether or not your workflow service account is allowed to impersonate other addresses.

The email server might prevent this and generate an error because it would be considered "spoofing" unless the account is allowed to do so.

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replied on March 12, 2019

Thanks for testing it out.  Yes, I currently use a token (entered manually) to send out the emails so any replies go back to the appropriate person.

Always nice to have more "tidbits" of things you can do and now I know we can use a "Friendly Name" with it.

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