1-to-1 emails from staff members
Hi everyone,
I’m exploring FluentCRM and need some clarification about 1-to-1 emails from staff members.
Here’s what I’m trying to achieve:
- Each staff member should be able to send personalized 1-to-1 emails to clients.
- Emails should appear as coming from the staff member’s own email address, separate from the global bulk email address used for campaigns.
- Ideally, staff could select their own email from a dropdown or similar, rather than typing it manually every time.
Here’s what I know so far:
- In the “Send Custom Email” screen, the From Name/Email fields are manual entry.
- Templates can pre-fill the fields, but you need a separate template per staff.
- Automations can use dynamic “From” emails via merge tags, but that doesn’t help for manual 1-to-1 emails.
My questions for the community:
- Has anyone implemented a dropdown list of staff emails for 1-to-1 emails in FluentCRM?
- Any tips, plugins, or workarounds to make it easy for staff to send emails from their own address without manual typing?
Thanks in advance for any insights! 🙏