Customize the From Name of Smartsheet Alerts and Requests
Hi Community,
A common problem that our customers faced was that the email From Name for automated Smartsheet alerts or requests used to be the name of an unfamiliar sheet owner or the person triggering the automation, often leading to these valuable notification emails being ignored.
We’re happy to announce that workflow builders can now set the From Name of automated alerts, update requests, or approval requests to come from one of the following options:
- Send from Smartsheet Automation
- Send from my organization*
- Send from triggering user (for alerts) or Send from sheet owner (for requests)
By customizing the From Name of Smartsheet automation emails, you increase the chances of recipients opening the email and taking the intended actions, thereby boosting the effectiveness of the automation.
*Please note that theSend from my organizationoption is only available for customers on Enterprise plans or higher. Users on a free Trial as well as licensed users on Individual, Pro, and Business plans can use theSend from Smartsheet Automationand theSend from triggering user/sheet ownercustomization options.
To get started, check out this help article on how tocustomize the content of your alerts and requests.
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Cheers,
Lekshmi Unnithan
Senior Product Marketing Manager
Product screenshots:
Enterprise plans and higher:
Individual, Pro, and Business plans:
Relationship between From Name and Reply To email address
Comments
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Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
Amazing! Thanks! This will help many of my clients.
I need clarification on the help article. The article states that It's included in all plans except the free.
It doesn't say anything that it's only available in Enterprise. (not that I can see)
Which is correct? I want to make sure before I talk to my clients.
Be safe, and have a fantastic weekend!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Darla Brown ✭✭✭✭✭✭
Finally! My team has been anxiously waiting for this update. Thanks,@Lekshmi Unnithan, and team.
Darla Brown
What you meditate on, you empower!
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AmandaWebb ✭✭
This isn't really what we asked for. We want to be able to customize the sender name/email. We would like for the notifications to be sent from, and responses to go to, aspecificemail address. This is often a shared email box that can be accessed by multiple people, rather than sending tons of emails directly to an individual (who may or may not have anything to do with it, they only created the sheet).
This is definitely a step in the right direction but seems like a halfway fix being wrapped up as the solution we wanted, but it isn't.
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Jeff Reisman ✭✭✭✭✭✭
Thanks@Lekshmi Unnithan
Regarding the updated Help articlehttps://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests
The new section for Customize From Name needs to go into more detail about what the choices mean, and what email ends up being the Reply-To address if someone replies to the message.
Specifically, if the option chosen is Send From Smartsheet Automation or Send From My Organization, when someone replies to that email the reply is still going to be sent to the sheet owner. With the Send From Triggering User option, if the automation is triggered by a specific user's changes, that user is shown as the sender and replies are sent to that triggering user instead of to the sheet owner, yes?
Regards,
Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US
Link:Smartsheet Functions Help PagesLink:Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
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Lekshmi Unnithan Employee
Hi Andrée, thank you for catching that! We are working to get the help article updated ASAP. But I can confirm that the "Send from my organization" dropdown option is only available for Enterprise and higher plans.
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Lekshmi Unnithan Employee
Hi Amanda,
Thank you for sharing your feedback. This change is the first of many that are planned to enhance the workflow customization and notification experience. The Product team is evaluating further enhancements to set the From Name as a specific person/group and customize the reply-to. While they are not yet confirmed for our roadmap, I can share that we are evaluating these capabilities. Please consider joining theEarly Adopter Program(if you aren't already a part of it) so that you can get early access to some of our latest and greatest features.
Thanks,
Lekshmi
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Lekshmi Unnithan Employee
Hi Jeff,
I've added a screenshot to the main post detailing the relationship between the From Name and Reply To email address. We will work to get the help article updated with this information too.
Thanks,
Lekshmi
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Jeff Reisman ✭✭✭✭✭✭
Thanks!
Regards,
Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US
Link:Smartsheet Functions Help PagesLink:Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
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This is a helpful step, but not what we've been waiting five months for since the first announcement. We need and have asked for the ability to set the "From" name and/or address to a specific email address.
Even though the "Send from my organization" option allows email replies from users to go to the sheet owner, it is not the same. In most cases, the sheet owner is not the same person as an intake process owner or a request process owner because the sheet owner is a Smartsheet admin or experienced user setting up the sheet and its' automations for a company department or decision maker.
We need more flexibility on this than the three new options because workflow emails look like spam to outside customers/clients and even most internal employees. Case in point, I recently submitted a request to a vendor of ours that is a large purveyor of coffee with a name that rhymes with "bar trucks" who used Smartsheet for their request intake; but my request (and the requests of my coworkers) did not get processed for weeks because our email filtering thought the messages coming from "Mike Redacted via Smartsheet <[email protected]>" was spam. Our network team had to change our email filtering to allow the emails to pass even though we are already using Smartsheet and Smartsheet automated emails.
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Andrée Starå ✭✭✭✭✭✭
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.