Overview
Sender configuration is the first operational step in the Marketing Campaigns creation flow.
From this section, you can:
configure the sender identity
define reply addresses
add the required legal information
manage domain authentication
configure the unsubscribe process
Roles and permissions
Access to Marketing Campaigns depends on a combination of general permissions and management permissions.
Email Campaigns (General)
Allows users to:
view the Campaigns module
access the campaign list
review metrics and results
This is the base permission required to access the module.
Manage Email Campaigns
Allows users to:
create campaigns
edit campaigns
send campaigns
delete campaigns
configure senders
verify domains
modify marketing statuses
This permission is required to fully manage the functionality.
Access by rol
Role | Access and capabilities |
Marketing / Admin | Full access to settings, senders, campaigns, domains, sending and analytics. |
Manager | Can view campaigns, review results and monitor metrics. Usually does not manage campaign settings or campaign sending. |
Sales Rep | Does not have direct access to the module from the side menu. However, can view campaign activity, customer interactions, timelines and related widgets from Company and Contact records. |
Access to sender configuration
Go to:
Campaigns → Email campaigns
Within this section, you will find two main areas:
Activity campaigns
Email campaigns
Sender configuration is part of the initial onboarding for Email campaigns.
Click:
Configure sender identity
to open the configuration form.
Configure sender information
When creating a sender, you must complete the information used to send campaigns and receive replies.
Next, we will go through each field required to complete the configuration.
Contextual help during configuration
While completing the form, you will find several information icons (i) next to some fields.
These indicators display contextual help and specific recommendations to help you complete each part of the sender configuration correctly.
From Name
This is the visible name recipients will see in their inbox.
Examples:
Technical Support
Marta from Marketing
Sales Team
Use clear and recognisable names to improve trust and open rates.
From Email Address
This is the address used to send campaigns.
Example:
marketing@yourcompany.com
Marketing Campaigns automatically detects the use of free domains such as:
Gmail
Yahoo
Personal Outlook accounts
These domains apply restrictive policies to mass email sending and may negatively affect deliverability. We recommend always using a corporate domain.
Sender email verification
When hovering over the information icon (i), Marketing Campaigns displays a validation message related to sender authentication.
If the configured email domain does not match any domain previously authenticated in the platform, the system will ask you to verify that you own this email address before you can use the sender.
After creating the sender, Marketing Campaigns will automatically send a verification email to the configured address.
Until this validation is completed, the sender cannot be used to send campaigns.
Reply-To
Defines the address where you will receive replies from your customers.
It can match the sender email address or use a different address.
Example:
Sender: newsletter@yourcompany.com
Reply-To: sales@yourcompany.com
Nickname
The nickname is an internal identifier used to recognise the sender easily within Marketing Campaigns.
This name is not visible to recipients
Postal address
For legal compliance reasons (CAN-SPAM and GDPR), a valid physical company address is required.
This address will be automatically added to the footer of sent emails.
Complete the configuration
Once all fields have been completed:
Review the information
Click Create
The system will create the new sender identity
When the sender has been created successfully, it will appear as configured in the initial Email campaigns onboarding.
Domain verification
Domain authentication is part of sender configuration and is managed from the domain verification tab.
Domain verification works as the “passport” for your emails and validates that messages sent from your domain are legitimate.
A correct configuration helps to:
improve deliverability
reduce blocking
prevent emails from going to spam
ensure the authenticity of your sends
During this process, the system generates technical records that you must configure in your DNS provider, such as GoDaddy, Cloudflare, Arsys or Ionos.
Once verified, the domain will appear with the status:
Verified
and will be ready to use in campaigns.
Continue with domain verification
The full DNS authentication process is explained step by step in the following article: